Smullin v. Wharton

103 N.W. 288, 73 Neb. 667, 1905 Neb. LEXIS 119
CourtNebraska Supreme Court
DecidedApril 19, 1905
DocketNo. 13,509
StatusPublished
Cited by17 cases

This text of 103 N.W. 288 (Smullin v. Wharton) is published on Counsel Stack Legal Research, covering Nebraska Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Smullin v. Wharton, 103 N.W. 288, 73 Neb. 667, 1905 Neb. LEXIS 119 (Neb. 1905).

Opinions

Letton, C.

This action was originally brought in the district court for Douglas county by Margery H. Smullin and others, appellants, as plaintiffs, against Ida M. Wharton and John C. Wharton, appellees, as defendants. George H. Boggs of the city of Omaha died on the first day of June, 1895, leaving his widow, the defendant Ida M. Boggs, now Ida M. Wharton, surviving him and leaving no children. On the 16th day of May, 1895, about two weeks before his death, he executed a will by which he left all his personal estate, the home property and a lot in the city of Omaha to his wife absolutely, and devised all the residue of his real estate in trust to Harry A. Westerfield, to pay the income to his wife during her life and to distribute what was left in the trust at her death among his brothers and sisters, and the surviving children of any deceased brother or sister. This will was duly offered for probate, whereupon the surviving brothers and sisters and the children of. a deceased sister of the deceased instituted contest proceedings upon the ground of undue influence. These proceedings were finally brought to this court, and an opinion rendered therein (Boggs v. Boggs, 62 Neb. 274) affirming the decision of the district court, and of the county court, admitting the will to probate. After the termination of the proceedings establishing the will, this action was begun by the surviving brothers and sisters and the children of a deceased sister of George H. Boggs to declare a trust in the property for their benefit. The allegations of the petition, in substance, being that their brother George H. Boggs died leaving a will as set forth; that at the time of his death Boggs was 55 years old, his wife a few years younger, and that the plaintiffs, his brothers and sisters, [669]*669were older than he and in comparatively reduced circumstances; that the parents of Mrs. Boggs were well to do; that Boggs and his wife had no children and that it was Boggs’ intention that his wife’s family should not have any of his property, hut that it should all go to his brothers and sisters, except what his wife needed for her support; that he further intended at the end of each year that the net revenue of the estate, after deducting the living expenses of his widow, should be divided among the plaintiffs, and that his wife should make a will leaving-all the property to plaintiffs at her death; that his Avife at the time of the making of the will was fully advised of these intentions, and that she then before the will Avas executed gave him her solemn promise and undertaking that she would carry out his wishes, and accepted said trust; that he believed said promises of his wife, had full faith and confidence that she would execute the trust; that he relied upon said promises in signing the will; that shortly after the execution of the will he transferred to his Avife part of his property to avoid the trouble and expense of probate, but at the same time subject to her agreement about it; that the defendant, Ida M. Wharton, has Avrongfully and fraudulently repudiated her said agreement, has refused to perform the same and denies the plaintiffs’ rights.

The ansAArer sets up two defenses; the first defense consisting of affirmative averments setting up the transfer of real and personal property made after the execution of the will and before the testator’s death; specific denials of the allegations of the petition whereby a trust is sought to be raised; an admission that the testator requested Mrs. Wharton-to help his brothers and sisters from time to time according to her own judgment and discretion, as they had done during the testator’s lifetime, provided the brothers and sisters should not make her any trouble by contesting the will, which she promised to do; averments .that all the provisions for his wife’s benefit in the will and all the transfers made inter vivos were intended to be ab[670]*670solute and unconditional, and a plea that the alleged promises being wholly in parol are void under the statute of frauds. The second defense pleads the proceedings in the contest over the property of the will; that the plaintiffs herein introduced evidence for the purpose of proving the alleged promises on the pai’t of the defendant, Ida M. Wharton, to the testator set forth in the petition in this .suit, and that the final judgment in said cause probated, allowed and established the said will as the last will and testament of the deceased George H. Boggs. The reply was a general denial to the first defense, and to the second defense it alleged that the supreme court found that the defendant, Ida M. Wharton, took the property upon the trust alleged in the petition herein. The cause was tried to the district court for Douglas county and judgment rendered against the plaintiffs in favor of the defendants.

The record in this case is very extensive, but upon the most essential facts there is very little controversy between the witnesses. A full statement of the facts as to the conditions and circumstances and the relations between George H. Boggs, his wife, the defendant herein, and the plaintiffs is contained in the lucid opinion in the Avill case (Boggs v. Boggs, supra), to which reference is made. It is necessary, however, in the case at bar to examine and carefully weigh all of the testimony bearing upon the question of the creation of the alleged constructive trust, and further, to examine the law as laid doAvn by the courts of England and this country for the purpose of evolving the proper principles to be applied to the facts as we believe them to be established by the testimony. In this connection it may be Avell to note that under a recent statute the trial in this court is a trial ele novo. The conclusion which this court may come to from the testimony in the case is not controlled by the inferences drawn by the district court as to the facts.

The transaction from Avhich appellants assert that the constructive trust for their benefit takes its inception took place upon the 16th day of May, 1895, at the time of the [671]*671execution of the will of that date. It appears that after Mr. Boggs returned from Chicago, about the first of May, when he was seriously ill, he had spoken to his confidential secretary, Mr. Westerfield, about changing his will, and on the 16th day of May he gave Westerfield specific directions to send Mr. Connell, his attorney, to him for the purpose of seeing about his will. Connell saw Mr. Boggs, received instructions about a change in the will, and returned to the residence of Mr. Boggs in the evening with the will prepared for signature. Mr. Connell went to Mr. Boggs’ room and in the presence of Harry A. Westerfield read the new Avill to him. Westerfield testifies that Avhen he came to the reading of the trust proAfision, Mr. Boggs asked if that could not be changed, and that Mr. Connell said he thought that expressed his Avishes about as well as they could be expressed in any other way. After the Avill was read Mr. Boggs suggested that Sirs. Boggs be sent for. She was called into the room and Mr. Connell then read the will to her. After it had been read to her, Mr. Boggs asked his wife how that suited her, and she said that it pleased her, that whatever pleased him pleased her. He then stated that he had placed her in circumstances so that she could never Avant for anything. So far there is no dispute among the witnesses as to what occurred. But from this point the witnesses differ someAvhat in their testimony.

Westerfield testifies that “he went on and stated that he had placed her in circumstances so that she would never Avant for anything.

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Cite This Page — Counsel Stack

Bluebook (online)
103 N.W. 288, 73 Neb. 667, 1905 Neb. LEXIS 119, Counsel Stack Legal Research, https://law.counselstack.com/opinion/smullin-v-wharton-neb-1905.