McClure v. Wade

235 S.W.2d 835, 234 S.W.2d 835, 34 Tenn. App. 154, 28 A.L.R. 2d 104, 1950 Tenn. App. LEXIS 138
CourtCourt of Appeals of Tennessee
DecidedJuly 11, 1950
StatusPublished
Cited by25 cases

This text of 235 S.W.2d 835 (McClure v. Wade) is published on Counsel Stack Legal Research, covering Court of Appeals of Tennessee primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
McClure v. Wade, 235 S.W.2d 835, 234 S.W.2d 835, 34 Tenn. App. 154, 28 A.L.R. 2d 104, 1950 Tenn. App. LEXIS 138 (Tenn. Ct. App. 1950).

Opinion

*157 HALE, J.

The primary question is whether or not the plaintiff in error, Mrs. McClure, is estopped to contest the will of her father, S-. L. Atchley. The circuit judge held she was estopped and she has appealed and assigned errors. Certain of the defendant beneficiaries have also appealed (although satisfied with the result) and assigned errors on other contentions made by them and not decided in their favor. We shall decide all of these questions in the order presented.

The only assault made upon the alleged will is that it was not signed or acknowledged by Mr. Atchley in the presence of two witnesses, and that it was not signed by the two attesting witnesses “In the presence of each other”, as required by our Uniform Wills Act, Ch. 125, Pub. Acts 1941, Supp. Williams’ Code, Sec. 8098.1 et seq. There is no claim of fraud or undue influence.

S. L. Atchley, a banker and business man of Sevierville, died on Jan. 27, 1949, leaving the testamentary paper sought to be contested in this case. He was a widower and had only one child, the contestant-plaintiff in error, Mrs. McClure. His estate was quite large; some estimates placing its value between $500,000 and 750,000. This testamentary paper is dated May 9, 1947. In it he makes certain specific bequests and devises, and then, in substance, gave his daughter, the contestant, the use of his estate for her life, with the right on the part of her husband, if he survived her, to have the use and income thereof for his life. The remainder estate was given to certain of his nephews and nieces. Mrs. McClure and her husband were named as executors. This paper was found in Mr. Atchley’s lock box, and to it was attached a paper saying that Mr. O'. M. C'onnatser, a member of the Sevierville bar, had been retained for a certain amount *158 to help with, the administration of the estate. These papers were delivered to Mrs. McClure who then telephoned Mr. Oonnatser, asking him to meet her at the courthouse. He complied with this request and the paper was offered for probate. The attesting clause is as follows: “Signed by S. L. Atchley as and for his last will and testament, in the presence of the undersigned subscribing witness, who at his request and in his sight and presence have subscribed our names hereto as attesting witnesses, on this May 9, 1947.

“S/ T. J. Stafford,
“S/ Joe F. Carr, Jr.”

Both were present at the probate. Strangely enough, neither was asked as to the circumstances surrounding the execution and attestation of this paper. The order of probate recites: . . and it appearing to the Court from the testimony of T. J. Stafford and Joe Carr, Jr., the subscribing witnesses, that the said paper writing was written in the lifetime of the said S. L. Atchley, as and for his last will and testament signed by him in his presence and at his request by the said T. J. Stafford and Joe F. Carr, Jr., as attesting witnesses, and that said instrument was executed on the day that it bears date” etc., and further, ‘ ‘ The said Anna A. McClure and R. H. McClure, named as executors in the last Will and Testament of S. L. Atchley, deceased being in open court, accepted said trust without bond as set out in said will.” This was on Feb. 1, 1949, and Mr. and Mrs. McClure proceeded to discharge the duties under said trust.'

In the latter part of April, 1949, Mrs. McClure heard someone question the validity of the will because of what was supposed to violate the rule against perpetuities. She thereupon consulted Mr. Thomas Curtin, of the Bristol bar, with reference thereto. He informed her *159 that in his opinion the will was not subject to such criticism hut pointed out to her the possibility of fatal defects in its execution, and requested her to obtain statements from the attesting witnesses. She obtained statements and after several days’ deliberation instructed her counsel to institute the contest.

On May 30, 1949, she filed a petition in the County Court of Sevier County, making the devisees, legatees and beneficiaries, as well as her husband as coexecutor, parties defendant, in which it is charged that only recently had it come to her knowledge that Mr. Atchley did not sign the will in the presence of the witness nor did they sign in the presence of each other, and announced her intention to file a contest. Full disclosure was made of all the pertinent facts. Notice was given the defendants of this application, and on June 13, 1949, the County Judge entered an order allowing Mrs. McClure to resign as coexecutor and appointing L. C. Burchfield in her stead.

After her resignation was authorized, and upon the same date, she instituted the present contest upon the grounds noted. Mr. Burchfield, substitute coexecutor, and Zula Brown, who was bequeathed $5,000 in this will, answered taldng the position that the will had been properly executed and witnessed; that the contestant was estopped to maintain the contest, and that the Uniform Wills Statute, Ch. 125, Pub. Acts 1941, was unconstitutional. On August 20, 1949, these same defendants, joined by five of the six remaindermen filed an answer admitting this paper writing “was admitted to probate in common form”. (We mentioned this becáuse certain of the defendants in error now claim the will was probated in solemn form, as will hereinafter be mentioned.) This answer plead estoppel.

*160 The plea of estoppel was overruled by the County Judge and the case taken to the Circuit Court, where the plea was sustained, resulting in the present appeal. In passing upon this question of estoppel the learned trial judge said:

“The petitioner and contestant insists that she did not know all the facts concerning the making of the will at the time she qualified, and at the time it was probated. She now claims that the two subscribing witnesses were not present or in the presence of each other. While this may not he material upon the motion before the Court, one of the subscribing witnesses did testify that they were not together. The other one has not yet testified.
“It is, indeed, strange that she would appear before the County Court with the subscribing witnesses and have the will probated and not then know or learn of this. She was present at the proceeding and knew all that happened. If this question was not asked, then some one failed to do his or her duty. It was a proper matter to determine at that time, and she knew then or should have known about the manner of execution of the will. That being true, she should be bound by the action which she took at that time.
“Petitioner insists that because the rights of the other legatees were not prejudiced she is not estopped to contest the will. That is a general rule as to estoppel, but in the contesting of a will, where one takes full charge of the property, and leads all beneficiaries to believe that the will is being recognized, and takes charge of all of the papers and records, and allows it to go on this way for months, then the rights of all beneficiaries under the will would be and are affected.
*161

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Bluebook (online)
235 S.W.2d 835, 234 S.W.2d 835, 34 Tenn. App. 154, 28 A.L.R. 2d 104, 1950 Tenn. App. LEXIS 138, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mcclure-v-wade-tennctapp-1950.