Tarr v. Hicks

393 P.2d 557, 155 Colo. 159, 1964 Colo. LEXIS 310
CourtSupreme Court of Colorado
DecidedJune 22, 1964
Docket20411
StatusPublished
Cited by5 cases

This text of 393 P.2d 557 (Tarr v. Hicks) is published on Counsel Stack Legal Research, covering Supreme Court of Colorado primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Tarr v. Hicks, 393 P.2d 557, 155 Colo. 159, 1964 Colo. LEXIS 310 (Colo. 1964).

Opinion

Mr. Justice Hall

delivered the opinion of the Court.

On March 13, 1933, Bryant N. Newby, Sr., (herein referred to as Newby, Sr.) the then owner of valuable real property, by warranty deed conveyed the same to his wife, Anna F. Newby (herein referred to as Anna).

By this deed, if valid, Newby, Sr., divested himself of the ownership of said property. He died intestate and without property on May 16, 1937. At the time of his death he left as his heirs at law: (1) His wife; (2) *161 George Newby, May Romigh, Lillian Gay, Grace Pruitt and Kate Ecton — children of Newby, Sr., by a former wife — stepchildren of Anna (herein referred to as the stepchildren); (3) Bryant N. Newby, Jr., (herein referred to as Newby, Jr.) and Florence Tarr (herein referred to as Florence), children of Newby, Sr., and Anna.

Following the death of Newby, Sr., an attorney representing the stepchildren notified Anna that the deed which she had received from her husband was invalid, could be set aside and proceedings for such purpose would be commenced unless the matter was promptly adjusted.

Following this threat, conferences were had between all the heirs of Newby, Sr., and their attorneys. As a result of these conferences a three-party agreement was entered into and signed on May 2, 1938. This agreement purported to define and was intended to define the rights and duties of all of the heirs.

In this agreement Anna is designated as the party of the first part; George Newby, May Romigh, Lillian Gay, Grace Pruitt and Kate Ecton (the stepchildren) as parties of the second part, and Newby, Jr., and Florence as parties of the third part.

The agreement contains several opening paragraphs wherein are recited reasons for the agreement. Therein reference is made to the deed, the validity of which had been questioned; to the fact that Newby, Sr., at the time of his death left no property requiring probate or administration of his estate, and in addition contains the following:

“ * * * certain disputes and differences have arisen among the parties hereto regarding the rights of each as the heirs of the said Bryant N. Newby, Sr., deceased; and
“WHEREAS, all of the parties hereto are desirous of compromising and adjusting the said differences and disputes, in order finally to determine and settle all of *162 such disputes and differences, and any and ail rights which any of the parties hereto may or might have as heirs of the said Bryant N. Newby, Sr., as aforesaid, and all other disputes and differences among themselves;
“NOW, THEREFORE, in consideration of the premises, and of the mutual acts, promises and covenants hereinafter set forth, to be done or performed by the parties hereto,
“IT IS AGREED AS FOLLOWS:”

In substance, the agreement provides that:

1. All the parties’ confirmed and ratified the deed to Anna, the validity of which was questioned.

2. Anna agreed to make her Will whereby she will give to the stepchildren, their heirs and assigns collectively, one-half of her estate and to her- children, their heirs and assigns collectively, the other one-half, and that in said Will she would specifically devise the real property conveyed to her by Newby, Sr.

3. Said Will should be deposited in the office of her attorney and “shall remain in full force and effect until the death of the said Anna F. Newby, and shall not be changed * * *.”

, 4. « * * * so far as possible” Anna would maintain her estate in its then condition.

5. On giving notice and by compliance with certain conditions designed to protect and preserve the interests of the children and grandchildren Anna could sell the property. •

6. In the event of a sale the proceeds be placed in trust, primarily to the end that the interests of the children and grandchildren be preserved. That Anna have the possession and use of the property, and in the event of sale that she receive the income from the proceeds of such sale, and in the event that the income from the property or from the proceeds of a sale thereof be inadequate for her “reasonable maintenance” she might draw from the “principal of said trust fund” such amounts as were necessary for her reasonable maintenance.

*163 7. The children and stepchildren assign to Anna all rights that they might have to the estate of Newby, Sr.; that there be no probate of his estate; that any advancements received from Newby, Sr., by any of the parties should be considered as gifts, and that “ * * * no one of the parties hereto shall have any claim against any other by reason of such gifts or advancements.”

8. “Each of the parties of the second and third part agree that they will, at all times, treat the party of the first part with respect and consideration and they will not request from her any personal loans or advancements.”

On June 20, 1938, Anna made her Will. This Will was prepared by her attorney, the attorney who represented her at the time the validity of the deed from Newby, Sr., was questioned and at all times during negotiations which culminated in the aforesaid three-party agreement.

Without question, Anna, in making this Will, intended to comply with the terms of her contract, and the only variation between the Will and the contract is the fact that instead of, as provided in the contract, giving to her two children, “their heirs and assigns,” they to receive “collectively” an undivided one-half of her estate, and giving to her five stepchildren, “their heirs and assigns,” they to receive “collectively” an undivided one-half of her estate, she by her Will gave to each child an undivided one-fourth and to each stepchild an undivided one-tenth “ * * * to have and to hold the same to her [him] and her [his] heirs at law, absolutely and forever.” .^j

Anna died April 8, 1957. Her Will was admitted to probate and The First National Bank of Longmont, nominated in the Will as Executor, was appointed Executor by the court, and as such has sold the real property involved and is holding some $70,000.00 for distribution to those entitled thereto.

After execution of the agreement and prior to the *164 death of Anna, Newby, Jr., died. Any rights that he may have acquired by virtue of the agreement or the Will of Anna are vested in the defendants in error Ruth E. Hicks and Ralph H. Coyte.

After execution of the agreement and prior to the death of Anna, May Romigh died, and whatever rights that she may have acquired by virtue of the agreement or the Will are vested in the defendants, C. A. Romigh, Helen Williamson, Estelle Johnston, and Lola Romigh, heirs and successors of May Romigh.

Shortly after the Will was admitted to probate the First National Bank of Longmont petitioned the county court for construction of the Will.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Wyman v. Wyman
D. Colorado, 2021
Brody v. Bock
897 P.2d 769 (Supreme Court of Colorado, 1995)
Magnetic Copy Services, Inc. v. Seismic Specialists, Inc.
805 P.2d 1161 (Colorado Court of Appeals, 1990)
Matter of Estate of Haywood
599 P.2d 976 (Colorado Court of Appeals, 1979)

Cite This Page — Counsel Stack

Bluebook (online)
393 P.2d 557, 155 Colo. 159, 1964 Colo. LEXIS 310, Counsel Stack Legal Research, https://law.counselstack.com/opinion/tarr-v-hicks-colo-1964.