Paull v. Earlywine

1945 OK 186, 159 P.2d 556, 195 Okla. 486, 1945 Okla. LEXIS 426
CourtSupreme Court of Oklahoma
DecidedJune 5, 1945
DocketNo. 31690.
StatusPublished
Cited by20 cases

This text of 1945 OK 186 (Paull v. Earlywine) 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
Paull v. Earlywine, 1945 OK 186, 159 P.2d 556, 195 Okla. 486, 1945 Okla. LEXIS 426 (Okla. 1945).

Opinions

WELCH, J.

Ida B. Earlywine, as plaintiff, instituted this action for specific performance of an alleged contract to will the property involved to her.

On the 19th day of October, 1912, Alice M. Paull and Charles E. Paull executed separate wills. We quote material portions of Charles’ will as follows:

“First: I direct the payment of all my just debts and funeral expenses.
“Second: I give and devise to my brother, James C. Paull, the sum of Five Dollars.
“Third: I give and bequeath all the rest, residue and remainder of my property, both real and personal, to my sisters, Alice M. Paull and Mrs. Ida B. Earlywine, and my brother John W. Paull, all of whom reside in Cleveland County, Oklahoma; said estate to be divided equally among them. In case only two of the last named are living at the time of my death, then my estate, with the exception of the Five Dollars willed to James C. Paull, is to go to and be equally divided between the two survivors. In case only one of the last three named persons, to-wit, Alice M. Paull, Mrs. Ida B. Earlywine and John W. Paull, survives me, then all of my estate, with the exception of the Five Dollars bequeathed to my brother James C. Paull, I will and bequeath to my sister or brother surviving me. And in the event that the said Alice M. Paull, Mrs. Ida B. Earlywine or John W. Paull do not survive me, then I will and bequeath all of my property, both real and personal, with the exception of the Five Dollars so willed and bequeathed to the said James C. Paull, to my beloved nephew, Cecil J. Earlywine, and niece, Loma May Earlywine, children of my sister Mrs. Ida B. Earlywine; said estate to be divided equally between them. And in case only one of said children survives me, then all of my estate, both real and personal, is to go to said niece or nephew surviving me, with the exception of the Five Dollars so willed and bequeathed to my brother, James C. Paull.”

Alice’s will was identical except that Charles was named therein as beneficiary instead of Alice. Charles died in 1917, and upon probate of his will his property was distributed in 1918 as therein provided. Alice died in 1942, and for the purposes of this action it is assumed that she had revoked her said will subsequent to the year 1932, and that she died intestate, because no will could be found.

The defendants are children of James C. Paull, also now deceased, and under the statutes of descent and distribution they inherit a one-half interest in Alice’s estate, and the plaintiff takes by such statutes the other one-half interest therein.

If, however, plaintiff prevails herein, she will take the entire estate under the terms of the alleged contract, less the five dollars provided for James.

The testimony given by the witnesses at the trial shows that Charles, Alice, John, and James Paull, and plaintiff, Ida B. Earlywine, were brothers and sisters. That Charles and Alice were never married. That Charles and Alice were living by themselves on a farm near Norman, Okla., in 1912, and that they went together to the office of an attorney in Norman on October 19, 1912, and procured the two wills to be drafted *488 and executed; that they were each of the same mind that their brother James should receive no substantial part of either of their estates because they felt that James obtained more than his just portion of their deceased father’s estate. One witness testified that as late as 1932 he had seen this will which had been made by Alice. But no one saw it thereafter, and when Alice died in 1942 no will could be found.

It is Ida’s theory herein that a court of equity will enforce a contract and agreement to leave property by will, and that mutual or reciprocal wills made in pursuance of such contract supported by a consideration are not subject to revocation, especially after one of the parties to the contract has accepted benefits thereunder. Among other cases she cites Frazier v. Patterson, 243 Ill. 80, 90 N.E. 216; Gray v. Perpetual Trustee Co., 60 A.L.R. 617; Beveridge v. Bailey, 53 S.D. 98; Doyle v. Fischer, 183 Wis. 599, 198 N.W. 763; Stephens v. Meyer, 91 Ore. 114, 177 P. 37; Clements v. Jones, 166 Ga. 738, 144 S.E. 319, and Maurer v. Johnansson, 223 Iowa, 1102, 174 N. W. 99.

We have examined the cited authorities and others and observe that courts of equity have in many cases granted relief when the contract is clearly shown and when equitable considerations require.

The form and extent of the relief to be granted is of necessity governed by the facts- and circumstances in a particular case and is always conditioned firstly upon a contract based upon a sufficient consideration and equitable in its terms.

Our first problem in the present case, then, is to determine whether or not Charles and Alice entered into such a contract as to justify us in proceeding further with a consideration of its effect in law.

Many of the cases involve instances where a husband and wife have by will provided jointly for the disposition of their jointly owned or community property after the death of both. In the matter of proof of the contract, the will itself and alone, in some cases, has contained sufficient data and specific expressions to establish the contract. We think the authorities are almost in unanimous accord that the prpof of the contract must be clear and convincing, for in the absence of such a contract a party may revoke his will at pleasure. 84 O.S. 1941 § 52. The Supreme Court of California, referring to a similar statute, in Rolls v. Allen, 204 Cal. 604, 269 P. 450, held:

“Any person executing a conjoint or mutual will with another does so with notice given by Civ. Code, sec. 1279, that such a will is subject to revocation.”

It was further therein held:

“Mere concurrent execution of mutual wills with full knowledge of their contents by both testators is not enough to prove a legal obligation to forbear revocation in the absence of a valid contract.”
“Mere execution of mutual will has no tendency to show that there is a contractual obligation to make such a will.”

In Langston v. Currie, 95 Mont. 57, 26 P. 2d 160, the Supreme Court of Montana held:

“Proof of deceased’s parol agreement to leave property to certain persons must establish all essentials of contract, show it to be fair, equitable, definite, and certain, and clearly establish agreement by quality, not quantity, of testimony.”

In Ridders v. Ridders, 156 Ore. 165, 65 P. 2d 1424, the Supreme Court of Oregon held:

“Independent wills, made by close relatives bound by ties of love and affection, bequeathing property to each other, do not create inference or presumption, in absence of other evidence, that such wills were result of contract or that any mercenary consideration entered into making thereof.”
“To establish oral contract between two persons to make reciprocal wills, after death of one, requires unambiguous, clear, and convincing evidence.”

*489 The facts and circumstances of that case are almost the same as we have here.

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Bluebook (online)
1945 OK 186, 159 P.2d 556, 195 Okla. 486, 1945 Okla. LEXIS 426, Counsel Stack Legal Research, https://law.counselstack.com/opinion/paull-v-earlywine-okla-1945.