Nichols v. Pangarova

443 P.2d 756, 1968 Wyo. LEXIS 182
Wyoming Supreme Court·Decided July 22, 1968·No. 3673·Published·Cited by 17 cases

Opinions

Mr. Justice PARKER

delivered the opinion of the court.

Since this case is before us a second time, a summary of the previous litigation would be salutary. Tsetsy Pangarova, a niece of Nick A. Nichols, deceased, after having unsuccessfully challenged decedent’s will in which she was not named as a beneficiary, brought an action in 1963 against the executrix of decedent’s estate for dam[758]*758ages growing out of breach of a contract that decedent would adopt her and make her his heir. In the trial of that case the court at the conclusion of plaintiff’s evidence sustained defendant’s motion for a directed verdict. A judgment thereon was reversed and the case remanded by this court for new trial, basically on the ground that there had been presented a question of fact for the jury as to whether or not plaintiff had by way of her conduct and performance accepted decedent’s offer. Pangarova v. Nichols, Wyo., 419 P.2d 688. In the resulting district court trial before a second judge, the case was submitted to the jury, which returned a verdict in plaintiff’s favor for $35,000. The executrix has appealed from this verdict and judgment, charging a number of errors:

Plaintiff failed to prove creditor’s claim;
The court erred in admitting testimony of Maren Pangarov, plaintiff’s father, and in admitting testimony of William Swan-ton, an attorney who had prepared a pri- or will of deceased;
Plaintiff did not prove damages;
Plaintiff failed to establish a contract (on which result the effects of decedent’s subsequent marriage and his not adopting plaintiff had a bearing) ;
The completion of the contract was impossible ;
The court should have directed a verdict for defendant;
The court erred in the giving of certain instructions and in failing to give others.

The previous opinion adequately recited the basic facts germane to the controversy, but for convenience of the reader, these are here repeated:

“ * * * the record discloses that the decedent came to this country from Bulgaria in the year 1913. He left behind a brother * * *. Plaintiff is the youngest child of the brother and his wife. The decedent settled in Casper, Wyoming, became a naturalized citizen, and in the year 1929 married his first wife, Marie. The couple had no children. Over the years decedent prospered and at the time of his death left an estate valued at approximately $162,000. Sometime prior to the year 1947 the decedent and his wife Marie became interested in bringing plaintiff to America and * * * there was mutual correspondence between the decedent, the plaintiff, and decedent’s brother * * * toward that end. Understandably, Bulgaria being a Communist country, difficulty was encountered in arranging for plaintiff to come * * * and there was a delay of several years. In the meantime decedent’s first wife, Marie, died in February 1955. In June 1956 decedent, who was then 69 years of age, married the defendant, who was then 35 years of age. Eventually the obstacles preventing plaintiff from coming to the United States were overcome and she arrived here in January 1957. She was met by the decedent and the defendant at the airport in Casper and taken to their home. She remained there for a period of approximately one month when, because of conditions existing in the home * * * she left * * * and took rtp residence in an apartment secured for her by the decedent. She remained there for approximately one and a half years, at the end of which time she moved for residence to Denver, Colorado, and did not again see the decedent. The decedent died testate in the year 1962, and by will all of his property was left to the defendant. The within action was commenced on March 20, 1963.” Pangarova v. Nichols, supra, 419 P.2d at 690.

Following our opinion in the first case and the return of the record with the mandate to the district court, a pretrial conference was held, the report of which was quite lengthy, addressed to several-matters, among which the following are significant in this appeal:

Defendant’s motion to amend her answer by adding nonperformance as a defense was granted, but her motion to add the affirmative defense of failure of consideration was denied.
[759]*759Plaintiff conceded that “the widow, Nicke Nichols, in any event is entitled to take one-half of the net value of the estate,” and the court was of the opinion at that time that it would be proper to advise the jury by an instruction of that concession.
No objection would be raised by the defendant to the authenticity of matters in the probate case of Nichols although the right to objection as to materiality and relevancy was reserved.
The court was undecided as to whether or not plaintiff might introduce evidence of the value of the estate of the decedent.
The pretrial conference memorandum of plaintiff submitted on the day of the pretrial was incorporated and made a part of the report, the first sentence of that report stating, “This action, filed March 20, 1963, is based on a claim against the estate of Nick A. Nichols, filed by plaintiff January 28, 1963, and rejected by defendant March 15, 1963.”

PROOF OF CREDITOR’S CLAIM

Defendant argues here that plaintiff brought this case as a creditor of the estate but failed to prove the essential presentation of creditor’s claim. Her argument is based largely on Delfelder v. Farmers’ State Bank of Riverton, 38 Wyo. 481, 269 P. 418, 270 P. 1081, and other cases to a similar effect, holding that where the party seeking relief is restricted to his remedy at law for damages and must necessarily proceed upon the theory he is a creditor of the deceased, he must present claim therefor within the prescribed time. Defendant’s contention is without force in the present situation since she overlooks the circumstance that Delfelder and the other cases to which she makes reference do not relate to the enforcement of a contract to devise or beqrteath property, which subject as noted by plaintiff was discussed in Hawkey v. Williams, 72 Wyo. 20, 261 P.2d 48, 68, where Judge Riner quoted 4 Page, Wills, § 1756, p. 935 (Lifetime Edition)—now 1 Bowe-Parker: Page, Wills, § 10.50, p. 548 (1960) — to the effect that under the majority holding a promisee attempting to enforce a contract to devise or bequeath property need not comply with the provisions of a statute requiring presentation of a creditor’s claim. It must be noted that the Hawkey case is not fully in point since it deals with an action for specific performance rather than one for damages for breach of contract as in the instant litigation. Nevertheless, the defendant’s contention that there is a failure of proof as to the presentation of the creditor’s claim cannot be countenanced, as the pretrial memorandum was specific in incorporating within it plaintiff’s pretrial conference memorandum which recited the filing of the creditor’s claim and the rejection thereof. In Dixon v. Credit Bureau of Douglas, Wyo., 419 P.2d 707, 709, we said under Rule 16, W.R.

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Nichols v. Pangarova
443 P.2d 756 (Wyoming Supreme Court, 1968)