Matter of Estate of Carroll

749 P.2d 571, 1987 WL 41984
CourtCourt of Civil Appeals of Oklahoma
DecidedJanuary 19, 1988
Docket61271
StatusPublished
Cited by8 cases

This text of 749 P.2d 571 (Matter of Estate of Carroll) is published on Counsel Stack Legal Research, covering Court of Civil Appeals of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Matter of Estate of Carroll, 749 P.2d 571, 1987 WL 41984 (Okla. Ct. App. 1988).

Opinion

BRIGHTMIRE, Presiding Judge.

Two primary questions emanate from the proceedings below: (1) Does the weight of the evidence clearly support the trial court’s finding that testator, Ben O’Dell Carroll, was a single man when he executed his last will on April 5,1977? and (2) Did the trial court err as a matter of law in holding that a devisee named in the April 1977 will, Gayle Raye Jones, was precluded by 84 O.S.1981 § 114, from taking under the probated will because she later married and divorced the testator?

We answer both questions affirmatively.

I

On April 5, 1977, Ben O’Dell Carroll executed his last will in which he declared, “I am unmarried [and] have had three children ... whose names are: Robert James Carroll; Richard Vance Carroll; and William Michael Carroll.” He bequeathed “all horses, horse trailers, saddles, bridles and other tack” which he possessed at the time of his death to Gayle Raye Jones. And, after bequeathing certain personal property to his sons, he devised all of his real estate as follows: An undivided one-half interest to Gayle Raye Jones, and an undivided one-sixth interest to each of the three sons. The testator nominated Jones to serve as executor of his estate and his son William was named as an alternate representative.

In its essentiality, the record discloses that Jones had for quite some time served as a trainer of horses owned by the testator. In time the two people became very close, in fact intimate friends, and though the relationship had its ups and downs the couple had begun sharing the same bed at the time the will was executed. Late in the fall of 1978 the couple agreed to get married. Two days after Christmas, they wed.

*573 After a somewhat stormy marriage they decided to divorce and the union was judicially dissolved in April 1982. The couple’s close personal relationship continued, however, much the same as before, marked by a now-and-then living arrangement. Eventually testator moved to an apartment in Tulsa where he died February 18, 1983. The will in question was found among his personal effects in his Tulsa habitation.

One of the testator’s sons, William Michael Carroll, the one designated as alternate executor in the will, filed a petition March 28, 1983, asking the court to admit the April 1977 will to probate and appoint him executor, notwithstanding the testator’s primary nomination of Gayle Jones. To circumvent the expressed wishes of the testator, and in direct contradiction of his father’s explicit testamentary statement, William Carroll alleged that his father and Gayle Jones were married by virtue of a common-law agreement at the time the will was executed and that by statutory law their 1982 divorce operated to revoke the testamentary gifts to Jones. 1

Gayle Jones intervened in the probate proceeding early on by filing an objection to William Carroll being appointed executor and asked the court to appoint her.

Her objection was heard July 6, 1983. The main issue tried at the hearing, however, was not whether her nomination should be honored but whether a common-law marital status existed between Ben Carroll and Gayle Jones on April 5, 1977— the day the will was executed. Ben Carroll, as we said, had denied it in the will, and Gayle denied it under oath. Petitioner’s effort to overcome this with evidence that the amorous couple had entered into a mutual agreement to be married, an essential of a common-law marriage, prior to the fall of 1978 fell considerably short of the mark. It consisted primarily of factually unsupported “opinions” of petitioner Carroll and his brother which were not much more than self-serving speculations having little if any probative value.

At the close of the evidence the trial judge correctly concluded that the weight of the evidence clearly required him to find that testator was not married when he executed the will. He proceeded to appoint Jones executrix of Ben’s estate, but then turned around and, somewhat paradoxically, announced that Gayle would not be allowed to inherit under the will for the reason that the divorce and the accompanying property settlement somehow had the effect of revoking the testamentary devise to Gayle Jones. While the record does not disclose what the trial judge thought about § 114, it does indicate he was influenced by a District of Columbia circuit court of appeals decision which involved a question of whether a divorced woman could take the “entire estate” of her former husband under the provisions of a will he executed while married to the woman. The federal court invoked the common-law doctrine of implied revocation and concluded that the property settlement which accompanied the former wife’s divorce was a sufficient change of condition to revoke the will as to her. 2

In this case a final decree of distribution was eventually entered in accordance with the foregoing legal conclusion and the disinherited devisee appeals naming the three Carroll brothers as appellees. To save the result achieved in the trial court — distribution of the entire estate to themselves — the Carroll brothers cross appeal contending that the evidence established a common-law marriage as of December 1976, a relationship that was not altered, they say, by the ceremonial marriage but it was by the divorce notwithstanding evidence that there was little if any significant change in the *574 postdivorce relationship from what it had been since 1976.

II

We first consider the contention of the Carroll brothers’ cross-appeal — that a common-law marital status existed between Ben and Gayle on the date subject will was executed and the trial court’s finding to the contrary is clearly against the weight of the evidence.

That the contention has no merit seems manifest simply by virtue of the foregoing review of the evidence. What the cross-appealing Carrolls overlook, we think, is the fact that a man and a woman can fall in love and live together without agreeing to create a marital status. Indeed, it is a common lifestyle nowadays and has been for several years begetting, among other things, post-breakup lawsuits for support irreverently dubbed “palimony.” The sine qua non of a common-law marriage is a mutual agreement to be married — a requirement that implies legal recognition that there can exist an unmarried cohabitational status. All of the circumstances surrounding living-together relationships discussed in various cases are often marshalled and placed in evidence to circumstantially prove or corroborate either the existence or nonexistence of an informal nuptial agreement. Disputes about whether such an agreement was made have arisen in a variety of ways and under various situations — between two living people, between the surviving next of kin of a deceased person and a former live-in lover, or for that matter in connection with an IRS-generated problem. In attempting to prove or disprove a common-law marriage agreement, resort must be had to circumstances corroborating one party or the other such as, for example, whether or not the couple has publicly held themselves out as husband and wife.

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Cite This Page — Counsel Stack

Bluebook (online)
749 P.2d 571, 1987 WL 41984, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-estate-of-carroll-oklacivapp-1988.