Lawrence v. Ashba

59 N.E.2d 568, 115 Ind. App. 485, 1945 Ind. App. LEXIS 126
CourtIndiana Court of Appeals
DecidedMarch 5, 1945
DocketNo. 17,309.
StatusPublished
Cited by17 cases

This text of 59 N.E.2d 568 (Lawrence v. Ashba) is published on Counsel Stack Legal Research, covering Indiana Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lawrence v. Ashba, 59 N.E.2d 568, 115 Ind. App. 485, 1945 Ind. App. LEXIS 126 (Ind. Ct. App. 1945).

Opinion

Draper, C. J.

— The appellees, who are the' three sons by her first marriage of Sarah E. Lawrence, deceased, brought this action against the appellants William T. Lawrence, individually and as executor of the last will and testament of Sarah E. Lawrence, deceased, and Iva B. Lawrence, for the specific performance of a contract; for an accounting; to set aside the conveyance of real estate and for a judgment declaring a trust and for the appointment of a trustee.

The court found for the appellees, ordered an accounting, vacated and set aside the conveyances hereinafter mentioned and ordered that all property, both real, personal and mixed possessed by the’ appellant William T. Lawrence and Sarah E. Lawrence at the time of her death be impressed with a trust in favor of the appellees, subject only to the right of the appellant William T. Lawrence to the enjoyment of the rents and net profits thereof and therefrom realized; and appointed a trustee to marshall and take charge and possession of all said property, to preserve the corpus thereof and collect the rents and profits, and make disposition of said property and the rents and profits thereof under the equitable powers and the supervision and direction of the court, retaining jurisdiction of the cause for the purpose of the accounting and administration of the trust.

The appellants filed their motions for new trial asserting (1) that the decision of the court is not sustained by sufficient evidence, and (2) that the decision of the court is contrary to law. They assert error in the overruling of those motions.

*489 It appears that the father of the appellees died in 1905, and, in 1907 their mother married the appellant William T. Lawrence, who never had any children. In 1942 Mrs. Lawrence died. On July 1, 1937, Mr. and Mrs. Lawrence held some real estate by the entireties which they had been able to acquire largely as the result of her industry and thrift and a pension received by her because of the fact that the father of appellees was a civil war veteran. On that day they each made a will. Items II and III of the will of Mrs. Lawrence read as follows:

“ITEM II.
“I will, bequeath and devise all my property, both personal and real, to my husband William T. Lawrence, absolutely and in fee simple.
“ITEM III.
“In the event my husband, William T. Lawrence should predecease me, I then will, bequeath and devise all my property, both personal and real, to John J. Ashba, James A. Ashba and Charles R. Ashba, share and share alike.”

The same clauses, but substituting the name of Sarah Lawrence for that of William T. Lawrence, appeared in the will of William T. Lawrence. There was no other difference in the wills except that his will included a direction to the executor to purchase a marker for their graves. In both wills James A. Ashba was nominated as executor.

After making these wills they disposed of the real estate then held by them and acquired other real estate, taking title thereto by the entireties, and that real estate was so held when she died, and is the real estate involved in this case.

A few hours after her death, William T. Lawrence, alone and unaccompanied by anyone, emptied their *490 safety deposit box and by inference it appears he took therefrom cash and other personal property of consid-. erable value, all of which he still retains. On October' 13, 1942, her will was probated and he was appointed executor.

He married again on September 20, 1942, and eight days later made and caused to be made, conveyances intended to vest title to the real estate in his then wife, the appellant Iva B. Lawrence, said conveyances being intended to prevent appellees from ever acquiring the properties. Thereafter Mr. Lawrence stated to' others that he had everything fixed and the boys wouldn’t get a cent. There is no contention that Iva B. Lawrence furnished any consideration for the conveyances to her, or that she took without notice.

A will is generally ambulatory until the death of the testator, and mutual and reciprocal wills, unless founded on or embodying a binding contract, may be revoked at pleasure. 69 C. J. 1299, § 2719.

The burden of proving that mutual and reciprocal wills were made pursuant to a valid and enforceable contract is upon those who assert such to be true, and the evidence thereof must be full and satisfactory. Edson v. Parsons (1898), 155 N. Y. 555, 50 N. E. 265. Indeed, the rule requires the agreement to be established by evidence clear, definite, convincing, unequivocal and satisfactory, and to be valid and enforceable the contract must be fair and just, definite and certain in its terms and as to the subject matter, and based upon a sufficient consideration. Plemmons v. Pemberton (1940), 346 Mo. 45, 139 S. W. (2d) 910, 69 C. J. p. 1300, § 2722.

*491 *490 The mere fact that the wills under consideration contain identical provisions and that they were drawn *491 by the same scrivener, executed at the same time. and before the same witnesses, with full knowledge on the part of each testator of the contents of both wills, and were clearly made for the accomplishment of a common purpose is not sufficient evidence of a contract to make wills to remain unrevoked at the deaths of the testators, although such circumstances are to be regarded as some evidence that they were made pursuant to an agreement. But where the contract does not appear in the language of the wills, and so the wills, unaided, are not sufficient to show the contract, the agreement may be proven by the testimony of witnesses who know the facts, by admissions of the parties and by the acts and conduct of the parties and other circumstances surrounding the making of the wills. Plemmons v . Pemberton, supra.

With these rules in mind we examine the evidence. It reveals that at the time of the making of the wills Mr. and Mrs. Lawrence called at a lawyer’s office. It was there discussed that the funds that had gone into their property held as tenants by the entireties had in a major part been the funds of Mrs. Lawrence before she married Mr. Lawrence. There was conversation that they might want to sell that property and invest in other property. They seemed in accord and harmony and wanted to execute such deeds, wills or other instruments as would effectuate their intentions, which were that their property should be held intact as long as each of them lived, and when both were gone, they wanted the property to go to the three boys. Both agreed to make disposition of their property in that fashion. No request was made that a provision be included in the wills making them irrevocable during the lifetime of both or after the death of either. They left it to the lawyer to prepare whatever papers were *492 .necessary to carry out their wishes and accomplish their purpose, and he prepared the wills above mentioned, he said, in conformity with their desires.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Brown v. Edwards
640 N.E.2d 401 (Indiana Court of Appeals, 1994)
Duggan v. Keto
554 A.2d 1126 (District of Columbia Court of Appeals, 1989)
Walker v. Lawson
514 N.E.2d 629 (Indiana Court of Appeals, 1987)
Kitchen v. Estate of Blue
498 N.E.2d 41 (Indiana Court of Appeals, 1986)
White v. State
460 N.E.2d 132 (Indiana Supreme Court, 1984)
Estate of Stewart v. Commissioner
79 T.C. No. 67 (U.S. Tax Court, 1982)
Citizens National Bank of Whitley County v. Stasell
408 N.E.2d 587 (Indiana Court of Appeals, 1980)
Wisler v. McCormack
406 N.E.2d 361 (Indiana Court of Appeals, 1980)
Moore v. Harvey
406 N.E.2d 354 (Indiana Court of Appeals, 1980)
Estate of Maloney v. Carsten
381 N.E.2d 1263 (Indiana Court of Appeals, 1978)
Lancellotti v. Lancellotti
377 A.2d 1315 (Supreme Court of Rhode Island, 1977)
Mansour v. Rabil
177 S.E.2d 849 (Supreme Court of North Carolina, 1970)
Cramer v. Echelbarger
234 N.E.2d 864 (Indiana Court of Appeals, 1968)
Godwin v. Wachovia Bank & Trust Company
131 S.E.2d 456 (Supreme Court of North Carolina, 1963)
Janes v. Rogers
271 S.W.2d 930 (Supreme Court of Arkansas, 1954)

Cite This Page — Counsel Stack

Bluebook (online)
59 N.E.2d 568, 115 Ind. App. 485, 1945 Ind. App. LEXIS 126, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lawrence-v-ashba-indctapp-1945.