Morris v. Leverett

434 P.2d 912
CourtSupreme Court of Oklahoma
DecidedNovember 20, 1967
Docket41561
StatusPublished
Cited by20 cases

This text of 434 P.2d 912 (Morris v. Leverett) is published on Counsel Stack Legal Research, covering Supreme Court of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Morris v. Leverett, 434 P.2d 912 (Okla. 1967).

Opinion

BERRY, Justice.

Defendants in error, hereafter referred to as plaintiffs or by name, sued plaintiff in error as defendant in the trial court to establish a constructive trust in the estate of J. W. Morris, deceased, by parol evidence. The trial court rendered judgment establishing a trust for plaintiffs’ use and benefit and defendant has appealed.

Actual trial of the case and disposition of the motion for new trial consumed five days time. The evidence relative to every phase of the case is severely conflicting. Much of the argument offered in support of the issues on appeal rests upon the interpretation placed upon particular portions of the evidence by the party concerned with the issue involved. The magnitude of the record precludes a satisfactory narrative summation of the evidentiary matters which provided the basis for the trial court’s findings of fact and conclusions of law rendered in support of the judgment. This is an equity case, wherein it is incumbent upon the court to examine the record and weigh the evidence. Blanchard v. Gordon, Okl., 418 P.2d 678.

Because this record has been examined at length and the evidence weighed, no statement of the evidence is made, other than for mention of matters having specific bearing upon a particular argument or issue. The essential facts which precipitated the controversy arose from circumstances affecting the family relationship of J. W. Morris, deceased, and his paternal half-sisters and half-brothers.

Deceased, resident of Murray County, died testate on January 11, 1958, unmarried and without issue, while visiting defendant in Comanche, Oklahoma, possessed of an estate approximating $250,000.00 in value. The corpus consisted of cash, building and loan stock, secured loans, U. S. Bonds, numerous mineral interests and real property in Grady and Garvin Counties owned in fee. Approximately $2,500.00 income accrued monthly from oil producing properties. Various oil companies named parties defendant were treated as stakeholders by agreement and need not be mentioned further.

Testator’s will, dated January 12,'1937, devised a described farm to a nephew, defendant’s son, bequeathed $1.00 to each of the half-sisters and half-brothers, and to “my friend” Rex Muncrief. The remainder of testator’s estate was left to defendant. On January 9, 1939, testator executed a codicil to the will reaffirming the earlier provisions, but explicitly declaring that his step-mother should receive nothing from his estate. The codicil also provided the beneficiaries under the will should lose their standing in the event the step-mother was allowed to take possession of any of testator’s property, or if any heirs either loaned or borrowed among themselves, or if any heir contested the will. In the event of any breach of such conditions that heir’s bequest was to pass to the Salvation Army. The record shows testator had conceived a dislike for the step-mother and his paternal half-kin because of differences which had arisen among the parties during administration of their father’s estate in 1934.

*915 Defendant tendered this will to the County Court of Murray County for probate. Hearing was set for February 11, 1958, at which time three of the plaintiffs appeared, as did Rex Muncrief. The hearing on the will was continued, but plaintiffs at that time advised defendant they had' reason to believe a later will existed! Defendant advised plaintiffs he was in great fear of Muncrief, and if a contest ensued the estate might go to the Salvation Army. ' For these reasons defendant agreed that if plaintiffs would stand by him the estate would be divided in equal shares after probate was completed. Plaintiffs requested such agreement be put into writing, but defendant declined to do so and asked that they trust and stand by him, which they agreed to do. The will and codicil were admitted to probate without contest and a final decree and order of distribution was entered July 16, 1959, setting over the entire estate to defendant in accordance with the will. The final account, as approved, reflected disposition of the bulk of the personal estate as costs of administration. These matters relate facts found by the trial court concerning admission, of the, will to probate, and disclose the circumstances upon which plaintiffs’ action to establish a constructive trust, and for other relief, was based.

The action was commenced by four plaintiffs, but judgment was rendered in favor of all half-kin, or their heirs, and no distinction of the plaintiffs is necessary. The petition filed February 23, 1961, alleged their appearance at the hearing for admission of the will to probate and protest of probate for the reason same was not testator’s last will and did not reflect the intended distribution of his property; existence of a later will devising the estate in equal shares, and plaintiffs’ agreement not to contest the will in consideration of defendant’s promise to accept distribution of the estate in trust in equal shares for all the heirs in accordance with the law of succession; that plaintiffs relied upon this agreement and did not contest the probate and distribution to defendant, who thereafter refused to honor his agreement. Personal service was had upon defendant in Stephens County.

Defendant appeared specially denying jurisdiction of the trial court, and has preserved this jurisdictional question at all stages of these proceedings. Demurrer to the petition upon grounds of no cause of action, bar of the statute of limitations and that plaintiffs sought to establish an express trust by parol evidence was sustained.

Plaintiffs further amended their petition to allege defendant’s agreement, by letter written to a nephew and wife, to take and hold the estate in trust and to share with plaintiffs as though there had been no will. This letter, written in January, 1958, was to the.effect that the testator had died with a wounded heart, but not toward his nieces and nephews; unless a later will could be found, the estate had been left to defendant * * * as a trust, I know, to protect and bless his loved ones and that includes all his nieces and nephews as well as Mae and me. * * * Unless it all goes up in the holocaust of legal battles * * .* I will be able while I am living to stand by all of you young kinsmen. * * * ” On presentation of defendant’s demurrer plaintiffs conceded such letter did not satisfy the statute of frauds, and were granted leave to file a further petition.

On October 17, 1962, plaintiffs filed an amended petition, wherein plaintiffs alleged beneficial ownership of an undivided %rds of all testator’s properties, to which defendant held legal title while wrongfully and wilfully refusing to recognize plaintiffs’ rights. Plaintiffs asserted a constructive trust upon grounds that: (a) defendant became holder of legal title by offering the purported last will for probate; (b) defendant orally agreed if plaintiffs allowed this will to be probated without contest and the estate distributed the defendant thereafter would divide the estate equally with plaintiffs; (c) prior to hearing the petition for probate plaintiffs had evidence this was not testator’s last will, and did not control *916

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Bluebook (online)
434 P.2d 912, Counsel Stack Legal Research, https://law.counselstack.com/opinion/morris-v-leverett-okla-1967.