McLean v. Jones

8 P.2d 261, 90 Colo. 213, 1932 Colo. LEXIS 230
CourtSupreme Court of Colorado
DecidedJanuary 25, 1932
DocketNo. 12,550.
StatusPublished
Cited by3 cases

This text of 8 P.2d 261 (McLean v. Jones) is published on Counsel Stack Legal Research, covering Supreme Court of Colorado primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
McLean v. Jones, 8 P.2d 261, 90 Colo. 213, 1932 Colo. LEXIS 230 (Colo. 1932).

Opinion

*214 Me. Chief Justice Adams

delivered the opinion of the court.

The plaintiffs in error are Edward D. McLean and Maud Wilson; they will be referred to hereafter as plaintiffs. The defendants in error are Llewelyn Jones, administrator with the will annexed of the estate of John M. Wilson, deceased, May Wilson Finnie and Lafayette A. Wilson; they will be referred to hereafter as defendants. Plaintiffs brought suit to- recover an interest in the estate of said deceased. Upon trial to the court and a partial recovery in plaintiffs’ favor, plaintiffs assign errors and defendants allege cross-errors.

August 14, 1881, John M. Wilson, a widower, married Elizabeth McLean, a widow. They lived together as husband and wife in Denver until she passed away. She died September 12, 1920, and he on November 23, 1928. He had two children by a former marriag’e; they are May, now May Wilson Finnie, and Lafayette A. Wilson; these two are defendants, joined with Jones, the admin-, istrator. Elizabeth Wilson (formerly Elizabeth McLean) had a son by her former marriage, Edward D. McLean, one of the plaintiffs. John M. Wilson and his wife, Elizabeth, had a son as a result of their marriage, John C. Wilson, who was born in December, 1883, and died on September 17,1928, without issue, leaving as his sole heir, his wife, Maud Wilson, the other plaintiff.

To summarize the alignment of the parties: McLean and Maud Wilson, plaintiffs, respectively the step-son and daughter-in-law of John M. Wilson, deceased, contend for a distributive share in the estate of said deceased by virtue of alleged contract. On the other hand, May Wilson Finnie and Lafayette A. Wilson, defendants, children of decedent’s own blood, claim the entire estate under their father’s last will and testament. No question of heirship is involved, except to explain the relationship of the parties.

Plaintiffs allege that in the year 1896, the couple, John *215 M. and Elizabeth Wilson, agreed to make reciprocal wills, whereby each would will to the other a life estate in their respective property interests, with remainder to their son, John C., and their several children, Edward, May and Lafayette, share and share alike, except that Edward would also take certain' real estate on Elati street in Denver, known as lot 5, and the south ha of lot 4, block 3, M. Sumner’s addition, of the value of about $2,000. Plaintiffs averred that the Elati street property was the product of some money left to Edward by his father, Donald McLean.

Plaintiffs further allege that John M. and Elizabeth Wilson made their several wills as mutually agreed; that since she died first, he received the benefits, but that thereafter, on September 27, 1928, while John M. was with his daughter, May, in Seattle, Washington, he executed a new will, whereby he left two-thirds of his property to May and one-third thereof to. his son, Lafayette, in breach of his agreement with his deceased wife, whereof plaintiffs complain. The last mentioned will was admitted to probate in Seattle and Denver, and is the one that defendants seek to uphold.

Two other items are set forth in plaintiffs’ complaint. It is alleged by them that in the year 1922, Edward D. McLean, John C. Wilson (now deceased), May Wilson Finnie and Lafayette A. Wilson executed quit claim deeds to John M. Wilson, covering residence property at 4159 Vallejo street in Denver, also known as lots 1, 2, 3, and 4, block 3, J. S. Henrick’s subdivision. This is where John M., Elizabeth and the children formerly lived. The grantee thereafter realized the sum of $8,000 from the sale of such property. Plaintiffs claim that the grantors executed such deeds without consideration; that it. was done so that the grantee might have a free hand in improving and disposing' of it, but that the deeds were intended to convey only a life estate; that subject thereto the property or the proceeds thereof belonged to the *216 grantors, share and share alike, and that plaintiffs’ interest therein amounted to the sum of $4,000.

Plaintiffs also alleged that in March, 1928, John M. Wilson delivered to May Wilson Finnie two promissory notes executed by (Jerald Alley, one for $1,500 and another for $2,500, secured by trust deeds to real estate, but that John M. Wilson had no right to give such note to May; that thereafter they were a part of the assets of his estate, and that plaintiffs were entitled to the sum of $2,000 and interest, being one-half of the value of the notes. Plaintiffs prayed that it be paid to them out of the assets of John M. Wilson’s estate, to be charged to May Wilson Finnie’s distributive share.

Our attention is not called to any inventory in the •estate of Elizabeth Wilson, but it sufficiently appears that at her death she held title to the above realty on Vallejo street, and that she willed a life estate therein to John M., with remainder to his' three children and her son. As will be presently seen, the trial court protected the interests of the remaindermen in the proceeds derived from .the sale of the Vallejo street property.

Elizabeth Wilson also willed her personal property to John M., but provided that “all of the personal property left him [JohnM.] by me [Elizabeth] and not previously expended by him,” was to go to the four children. John M. received from the proceeds of Elizabeth’s estate, the sum of $2,948.75' and a promissory note in the sum of $1,500. We are not informed either as to how much of this cash and personalty (derived through Elizabeth) John M. had left when he died, or how much of it he actually expended during the eight years intervening* between her demise and his, but plaintiffs do not make claim to such residue; as stated, their claim is.for a distributive share in the estate of John M. Wilson, deceased, from whatever source derived. The inventory in the matter of his estate shows bank deposits and various other items of personal property of the value of $11,481.59, besides secured notes and accounts amounting to $19,227.50; total *217 $30,709.09. Naturally, the inventory does not disclose the source from which such property was obtained, if this were material.

The court found and decreed that the allegations of the complaint concerning the making’ of a contract in the year 1896, by John M. Wilson and his wife, and the making of wills pursuant to such contract were not sustained by the evidence, but held with plaintiffs concerning the agreement relating to the property on Vallejo street, and awarded the sum of $2,000 each, to be paid to plaintiffs and the two individual defendants respectively, being a total of $8,000, to be segregated and paid out of the assets of the John M. Wilson estate. The court did not grant plaintiffs’ prayer concerning the notes given by said decedent in March, 1928, to his daughter, May.

1. Defendants rely upon Brown v. Johanson, 69 Colo. 400, 194 Pac. 943, which holds that an agreement of husband and wife to make reciprocal wills is binding under the facts proven in that case. It is to be distinguished in the following particulars: There, the findings were that there was such a mutual agreement, blit here, that there was no such agreement; there, that the husband and wife executed wills pursuant to agreement, but here, that they did not. Even if John M.

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

Related

O'Byrne v. Lawson
134 P.2d 199 (Supreme Court of Colorado, 1943)
Parker v. Hilliard
102 P.2d 734 (Supreme Court of Colorado, 1940)
Colorado & Utah Coal Co. v. Harris
49 P.2d 429 (Supreme Court of Colorado, 1935)

Cite This Page — Counsel Stack

Bluebook (online)
8 P.2d 261, 90 Colo. 213, 1932 Colo. LEXIS 230, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mclean-v-jones-colo-1932.