Jeffcoat v. Harper

276 S.W.2d 429, 224 Ark. 778
CourtSupreme Court of Arkansas
DecidedApril 11, 1955
Docket5-581
StatusPublished
Cited by3 cases

This text of 276 S.W.2d 429 (Jeffcoat v. Harper) 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
Jeffcoat v. Harper, 276 S.W.2d 429, 224 Ark. 778 (Ark. 1955).

Opinion

George Rose Smith, J.

J. D. Koon, Jr., died testate on November 13, 1949, survived by his widow, Mary Koon. Mrs. Koon, who was insane at the time of her husband’s death, died about December 10, 1952, without having elected to take against her husband’s will. Her collateral heirs, the appellants, petitioned the probate court to award to them (a) that part of the Koon estate that Mrs. Koon would have received had she elected to renounce her husband’s will, (b) all monies on hand at the death of Koon and all rents and profits collected by his executor during Mrs. Koon’s survivorship and not used for her benefit, and (c) the allowance of $1,000 that is provided by statute for a widow. The probate court having rejected all three demands, the same contentions are now pressed in this court.

I. Koon’s will was filed for probate on December 16, 1949. The Probate Code, Ark. Stats. 1947, § 60-503, allows a surviving spouse some seven months in which to elect to take against the will, but it is conceded that Mrs. Koon did not exercise that option. The appellants contend, in substance although not in so many words, that they are now entitled to renounce the will. To support this contention they rely upon the fact that Mrs. Koon was insane and upon the fact that the clerk of the probate court failed to give the widow notice of her privilege of election, as the Probate Code contemplates. Ark. Stats., § 60-502.

Many authorities are discussed in the briefs, but we find it unnecessary to look beyond the explicit language of the statute. Section 37 of the Probate Code reads: “The right of election of the surviving spouse is personal. It is not transferable and does not survive the surviving spouse. The guardian of the estate of an incompetent surviving spouse may, when authorized by the court having jurisdiction over the estate of the ward, elect to take against the will in the ward’s behalf.” Ark. Stats., § 60-505.

The legislature could not have declared more plainly that the right of election is personal, that it does not survive the surviving spouse. Furthermore, the statute takes into account the possibility of the surviving spouse’s insanity, authorizing the guardian to make the choice for his ward. The appellants are not helped by the fact that no guardian was appointed for Mrs. Koon, even though Koon suggested in his will that his executor seek the appointment if a guardianship became necessary. If a renunciation of the will would have been to Mrs. Koon’s best interest — an assumption that we are by no means willing to accept — there was nothing to prevent the appellants from having a guardian appointed within the time allowed for the exercise of the right of election. It is now too late for their inaction to be remedied. The statutory declaration that the right of election is personal to the widow certainly carries the implication that the right is intended for her personal benefit. A renunciation of the Koon will at this time would be of no value to the widow, who is dead. To allow the appellants that privilege would violate the spirit of the statute as well as its letter.

Nor does it matter that the probate clerk failed to inform Mrs. Koon of her choice in the matter. The Code provides clearly enough that this notice is not jurisdictional, Ark. Stats., § 62-2101; so the clerk’s oversight was an irregularity rather than a fundamental defect in the proceedings. Such an error cannot be a basis for disregarding the positive declaration that the right of election does not survive.

II. Next, the appellants demand of Koon’s executor an: accounting of the monies on hand at the testator’s death and of the. rents and profits collected during Mrs. Koon’s survivorship. It is the appellants’ contention that Koon’s will gave his widow a vested right in these funds,' so that the claim passed to the appellants upon the'death of their kinswoman. This contention involves a construction of these pertinent parts of the will:

“Second: I desire and direct that my beloved wife, Mary Koon, and my dear brother, J. E. Koon, have all rents and profits arriving [arising] from and out of my estate for their care, support and maintenance for and during their natural lives. In the event that the income aforesaid is not sufficient for this purpose, then I desire that all necessary orders be secured from court authorizing the sale of so much of my timber or timbered lands, lots, houses, gin or any other property that I may die seized and/or possessed that will accomplish this purpose. Any and all monies received from any property aforesaid or any money that I may have at my decease shall be turned over to my Executor . . . and disbursed by him for the purposes hereinbefore mentioned.

“Third: It is my desire that my Executor . . . shall employ some good, kind lady to stay with and be a companion to my beloved wife, Mary Koon, who is not in good health and does and will need the kind consideration, affection and sympathetic understanding of a congenial companion. I further direct that in event that the health of my beloved wife should become such that she needs treatment in a sanatorium or hospital, then it is my wish that she be placed in a private institution and the expense of such treatment and the employment of a companion for her as herein requested be paid out of my estate aforesaid and in the same manner as indicated in paragraph two (2) for her care, support and maintenance.

“Fourth: I further desire that my Executor . . . shall consult with and advise my wife pertaining to any matters of business or otherwise, and in event that she becomes physically or mentally unable to properly manage her affairs then it is my wish that my Executor take out papers and be appointed her Guardian.

« * # # *

‘ ‘ Eighth: After the decease of my beloved wife and brother aforesaid, all the residue of my estate of whatever kind after the above has been complied with I devise and bequeath Charlie Koon, Sophronia Hoffman Parrish, my brother and sister, and unto the bodily heirs of my deceased brothers and sisters, in fee simple. . . .” (These residuary legatees, together with the executor, are the appellees in the case.)

In seeking the testator’s intention we regard as important the following facts, all of which were stipulated. Mrs. Koon was judicially declared to be insane in 1931 and was committed to the State Hospital. Later on she was released and resided in Sheridan until she was confined to a convalescent home about a year before her husband’s death. She was insane at the time of Koon’s death in 1949 and so remained until her own death in 1952. During her survivorship Koon’s executor paid the expense of her care in the convalescent home. The other life beneficiary, J. E. Koon, predeceased the testator, which gives rise to the appellants’ contention that Mrs. Koon had a vested right to all the rents and profits rather than to only half of them.

It will be noted that the second paragraph of the will directed that the decedent’s widow and brother “have all rents and profits . . . for their care, support and maintenance.” There is much authority for the view that language such as this, even when coupled with a power to invade the principal of the estate, gives the life beneficiary a right to the entire income, whether or not all of it is actually needed for maintenance.

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29 S.W.3d 722 (Supreme Court of Arkansas, 2000)
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389 S.W.2d 419 (Supreme Court of Arkansas, 1965)

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Bluebook (online)
276 S.W.2d 429, 224 Ark. 778, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jeffcoat-v-harper-ark-1955.