Pearson v. McCallum

173 S.W.2d 150, 26 Tenn. App. 413, 1941 Tenn. App. LEXIS 144
CourtCourt of Appeals of Tennessee
DecidedJune 19, 1941
StatusPublished
Cited by9 cases

This text of 173 S.W.2d 150 (Pearson v. McCallum) 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
Pearson v. McCallum, 173 S.W.2d 150, 26 Tenn. App. 413, 1941 Tenn. App. LEXIS 144 (Tenn. Ct. App. 1941).

Opinion

KETCHUM, J.

The complainants by their bill filed herein on September 9, 1939, seek to have set up and declared an express trust in their favor to the extent of a half interest in the estate, real and personal, of which J. R. MeCallum died seized and possessed on March 8, 1938. The complainants are the next of kin and heirs at law of Mrs. Mary Pearson MeCallum (also known as Mary E. or Mamie MeCallum), the deceased wife of the said J. B. MeCallum; and the defendants are the next of kin and heirs at law of the said J. R. MeCallum, deceased, and Judge S. J. Everett, as the administrator of his estate, and the American Bonding- Company, the surety on his bond as such administrator. The estate had been finally wound up and distributed, and the real estate partitioned between the heirs of said decedent prior to the filing of the bill; so the complainants prayed for a personal decree against the heirs and distributees, as well as against the administrator and his surety for such sum as might be found to be due them.

The complainants base their claim to the relief sought upon a certain paper writing alleged to have been signed *417 by the said J. E. McCallum and bis wife, Mrs. Mary E. McCallum on the — day of January, 1926, or shortly prior to that date, under the terms of which complainants aver it was mutually agreed between them that the estate accumulated by them should at the death of the survivor of them be equally divided between the next o'f kin and heirs at law of the said J. E. McCallum, on the one part, and the next of kin and heirs at law of his wife, the said Mary E. McCallum, on the other. The said paper writing was not produced in evidence, and the complainants seek to prove its execution, and the existence and contents thereof, by parol testimony.

The defendants by their answers emphatically deny having ever heard of any such agreement, and by appropriate pleas of non est factum, duly sworn to, severally deny the execution of the writing relied upon by the complainants to establish said trust.

It was also averred in the answer that Mrs. McCallum never at any time had any separate estate, or any joint interest with her husband in any property; and that if such an agreement as that alleged in the bill had been executed it would have been without any valid consideration, and a nudum pactum, and in no sense binding upon the said J. E. McCallum; and, therefore, wholly insufficient to create a trust in favor of the complainants as claimed in their bill.

After all the proof had been taken and the cause was ready for trial, the complainants were permitted to dismiss their bill as to the defendant S. J. Everett, administrator, and the American Bonding Company, the surety on his bond. -Thereupon the defendants, by leave of court first obtained, filed their amended and supplemental bill in which they set out the proceedings had and *418 especially alleged that the theory of the complainants’ bill was that the decedent J. E. McCallum had died without performing the executory contract to leave one-half of his property to complainants, and that they were therefore entitled to have a recovery for the value thereof from his personal representatives and distributees; and that in the taking of the proof the defendants had objected to all the testimony of the complainants with reference to any conversations and transactions which they or any of them had with the intestate in his lifetime, by reason of the provisions of section 9780 of the code which rendered such testimony incompetent and inadmissible; and had also objected to all testimony relating to agreements and transactions which occurred between Mr. and Mrs. McCallum growing out of or in consequence of their marital relation, by reason of the provisions of section 9777 of the code which rendered all such disclosures privileged and incompetent, and the defendants averred that the personal representative of the said J. E. McCallum was a necessary party to the suit, and that complainants could not by the dismissal " of their suit against the said S. J. Everett, administrator, have the benefit of said testimony which was incompetent against the administrator; and that by dismissing their suit against the administrator they had estopped themselves from obtaining any recovery against the defendants J. F. McCallum and Mrs. Annie Everett, the heirs and next of kin of Mr. McCallum.

On the hearing the chancellor dismissed the bill and the complainants have appealed.

Mr. and Mrs. McCallum were married on May 13,1880. They had only one child, which died in infancy. Mrs. McCallum died on November 10, 1932. She owned no *419 property in her own name and left no debts, and there was no necessity for an administrator on her estate. Mr. McCallum died suddenly as the result of an automobile accident on March 8, 1938; and, as already stated, Judge íá. J. Everett, who was his brother-in-law, was appointed and qualified as administrator of his estate. His real estate consisted of a farm of about 170 acres in Madison County, near Beech Bluff, and three stores in the city of Jackson. Each of these properties was estimated to be worth from $8,000 to $10,000. His personal estate consisted almost entirely of cash in bank, United States bonds, and a few promissory notes. He owed practically no debts, and, as already stated, the estate was entirely wound up and final distribution was made; and the administrator and his surety were discharged at the end of a year after his appointment. The real estate was also partitioned between the heirs, Mr. J. F. McCallum taking the 170 acre farm and Mrs. Everett the three stores in Jackson.

It is the contention of the complainants that this estate was accumulated as the result of the joint industry, frugality and economy of Mr. McCallum and his wife, and from the moneys received by her as gifts and by inheritance from different members of her family; and that be always recognized her interest in their property and savings; and that for many years prior to the execution of the written agreement it had been understood and agreed between them that upon the death of the survivor of them the estate accumulated by them would be equally divided between his heirs and next of kin on the one part and her heirs and next of kin on the other.

Mrs. McCallum received about $1,000' as a gift or advancement from her father soon after her marriage; *420 and inherited $800 to $1,000 from her grandmother a few years later, and about $200 from her father’s estate about 1912; and $94.73 from her aunt, Mrs. Hailey, about 1929. All of this money was apparently turned over to her husband.

In February, 1881, Mr. McCallum purchased from Mrs. Hailey a tract of land known as thé Berry place for the' sum'of $2,800, and he and his wife resided on this place for some years thereafter. The title to this place, as well as the title to all the other real estate afterwards purchased, was taken in the name of Mr. McCallum. It is claimed that the $1,000 given to Mrs. McCallum by her. father went into the purchase of this place, and this is doubtless true. When the Berry place was sold Mrs. McCallum joined in the deed for the purpose of relinquishing her homestead and dower.

Mr. and Mrs. McCallum were industrious, and lived frugally and economically.

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Cite This Page — Counsel Stack

Bluebook (online)
173 S.W.2d 150, 26 Tenn. App. 413, 1941 Tenn. App. LEXIS 144, Counsel Stack Legal Research, https://law.counselstack.com/opinion/pearson-v-mccallum-tennctapp-1941.