Rogers v. Joughin

277 P. 988, 152 Wash. 448, 1929 Wash. LEXIS 607
CourtWashington Supreme Court
DecidedJune 3, 1929
DocketNo. 21702. Department Two.
StatusPublished
Cited by29 cases

This text of 277 P. 988 (Rogers v. Joughin) is published on Counsel Stack Legal Research, covering Washington Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Rogers v. Joughin, 277 P. 988, 152 Wash. 448, 1929 Wash. LEXIS 607 (Wash. 1929).

Opinion

French, J.

Floyd G. Rogers and Cora Edith Rogers, his wife, were married in October, 1917. Cora *450 Eogers had, prior thereto, been married to a man by the name of Woodrow, had been divorced, and, in the divorce proceedings, had been awarded certain real property in the city of Seattle which belonged to her at the time of her marriage to Mr. Eogers. She also had a small bank account, and thereafter inherited certain property from her father and mother. Cora Eogers died in January, 1928. In August, 1927, she purchased from the Metropolitan Life Insurance Company a paid-up annuity bond, providing for certain payments to her during her lifetime, the principal sum payable to her two sisters, a nephew and a niece. Shortly after the death of Mrs. Eogers, Mr. Eogers was appointed executor under her will, he being named as a beneficiary thereunder being suitable to administer the estate, whereupon, for the first time, he discovered this annuity bond, and this action was instituted to recover thereon.

The theory of plaintiff’s action is set forth in the following paragraphs of his complaint:

(II) “That, at all times herein mentioned, the defendant Metropolitan Life Insurance Company has been, and now is, a corporation, duly organized under the laws of the state of New York, and doing business in the state of Washington. That the defendants Loula M. C. Joughin, Euby B. Carlton, Carlton C. Joughin and Virginia M. Joughin are named as beneficiaries, and claim some interest in the paid-up annuity bond and proceeds thereof, hereinafter referred to.
(III) “That all the property of plaintiff and his wife, said Cora Edith Eogers, whether existing at the time of marriage or since acquired, has been commingled, invested and reinvested, and that all property of said parties and each of them at all times during their married life was, and by said parties was agreed to be, community property. That the major portion of the assets of said marital community consisted of United States Liberty Loan Bonds, kept in a safe de *451 posit box to which each of said parties had access. That said Liberty bonds were acquired out of moneys earned by plaintiff in the real estate and brokerage business, during the existence of said marital community.
(IV) “That, at all times during the marital life of said parties, it was understood and agreed by and between them, that all of their property, whether acquired separately or as a community, should upon the death of either, go to the survivor, to the exclusion of all collateral heirs. That mutual wills were executed to carry said agreement into effect. That, on or about July, 1927, said Cora Edith Rogers was informed by physicians that she was suffering from cancer and had but a short time to live. That, in pursuance of said mutual agreement, plaintiff and his wife on the 11th day of August, 1927, made and executed their last mutual wills, each leaving all property whether community or separate, to the surviving spouse. That the will of Cora Edith Rogers made at said time, naming the plaintiff as executor and sole beneficiary, is the identical will referred to in paragraph one of this complaint and admitted to probate on the 31st day of January, 1928, in the above entitled court.
(V) “That, immediately after the execution of said wills, to wit, on or about the 17th day of August, 1927, the said Cora Edith Rogers in violation of said mutual agreement and wills, and secretly, fraudulently and without the knowledge or consent of the plaintiff, took from said joint safe deposit box certain of the United States Liberty Loan Bonds above referred to of the approximate value of nine thousand four hundred eighty-three and 71/100 dollars ($9,483.71) and converted'and paid the same to the Metropolitan Life Insurance Company, a corporation, one of the defendants above named, for and in consideration of the issuance to her of a paid-up annuity bond (Bond No. 2332 A. B.) of said company, the exact contents of which are to plaintiff unknown; but that plaintiff is informed and believes, and therefore states the fact to be that said annuity bond provided for a payment of one hundred fifty dollars ($150.00) quarterly to Cora *452 Edith Eogers, during her lifetime, with the principal sum of $9,483.71, less the payments to Cora Edith Eogers in her lifetime, payable on the decease of said Cora Edith Eogers to her sister, Loula M. C. Joughin, her sister Euby B. Carlton, her nephew Carlton C. Joughin and her niece Virginia M. Joughin, share and share alike.”

The case was tried before the court without a jury, judgment rendered denying the relief sought, and this appeal follows.

Appellant claims the right to recover on two theories : First, that it was mutually agreed between Floyd Eogers and Cora Eogers that each would will to the other all property owned or acquired; second, that it was mutually agreed that all of the property belonging to them should be community property, and as a matter of fact it was so commingled, handled and treated as to make it community property under the decisions of this court.

Answering the first contention of counsel, it must be remembered that the will of the testator does not take effect until his death, and does not in any manner prevent the testator from disposing of his property during his lifetime. Carman v. Carman, 84 Wash. 402; 146 Pac. 833. Where mutual wills have been executed and no reference is made therein to any agreement for the execution of such wills, parol evidence of such oral agreement is not admissible. In re Edwall's Estate, 75 Wash. 391, 134 Pac. 1041; Dolan v. Weir, 134 Wash. 560, 236 Pac. 285.

If it be conceded that the effect of the agreement which is pleaded in the above quoted portions of the complaint was simply an agreement to make a will, then, even though not an enforcible agreement, it was, as a matter of fact, fully performed. If it be claimed that the agreement went further and created a trust, then an express trust cannot be proven by parol. *453 Belcher v. Young, 90 Wash. 303, 155 Pac. 1060. If it be claimed that there was an implied trust created by reason of the execution of the wills, that contention is answered by Dolan v. Weir, supra.

But the agreement itself as testified to by appellant was made before marriage, and the first mutual wills were executed before marriage, and under Rem. Comp. Stat. § 5825, the agreement was void, there being in this state no distinction, between contemplation of marriage and consideration of marriage. Koonts v. Koonts, 83 Wash. 180, 145 Pac. 201.

Appellant complains of the admission of certain evidence. First, the evidence of a Mr. Thompson as to certain declarations made by Mrs. Rogers. But Mr. Thompson was called as a witness for appellant, and was asked, not for the whole detailed conversation that took place at the time with Mrs. Rogers, but for a part of the conversation, and on cross-examination was asked for the balance of the conversation. This was clearly admissible, even though the declarations so elicited may be self serving. State v. Regan, 8 Wash. 506, 36 Pac. 472.

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Bluebook (online)
277 P. 988, 152 Wash. 448, 1929 Wash. LEXIS 607, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rogers-v-joughin-wash-1929.