Walters v. Kirkwood

40 S.E.2d 795, 209 S.C. 470, 1947 S.C. LEXIS 62
CourtSupreme Court of South Carolina
DecidedJanuary 2, 1947
Docket15902
StatusPublished
Cited by3 cases

This text of 40 S.E.2d 795 (Walters v. Kirkwood) is published on Counsel Stack Legal Research, covering Supreme Court of South Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Walters v. Kirkwood, 40 S.E.2d 795, 209 S.C. 470, 1947 S.C. LEXIS 62 (S.C. 1947).

Opinion

Mr. Associate Justice Stukes

delivered the unanimous opinion of the Court.

Dr. J. A. Eaison of Marlboro County died there about December 21, 1915, leaving a will dated June 4, 1913, which was proven in the Probate Court on December 28, 1915, and his widow was appointed and qualified as administratrix cum testamento annexo, called in the present appeal record and briefs “executrix”.

There was a devise of real estate to the widow for life with remainder to testator’s four named children or their bodily heirs. The personal property was bequeathed to the widow, except a legacy of $150.00 to one of the daughters, and except three policies of $1,000.00 each of life insurance. The proceeds of two of them were given by the terms of item 4th of the will to the four children, and the third to testator’s widow, by item 2nd, quoting, “to have and hold during her lifetime, and at her death to go to my children as named in item one of this will”. Item one contained the devise of the real estate to the widow for life and then to his children, who were named, or the heirs of their bodies.

The widow of testator was his second wife and, the record indicates, was not the mother of testator’s children who *472 wefe the other beneficiaries of his will. It developed that one of the insurance policies referred to in item 4th of the will was payable to the insured’s deceased first wife, and it was necessary for one of the children to administer upon the estate of the beneficiary in order to collect the proceeds of this policy, which was done and distributed in accord with the bequest of it to the children.

The record of the Probate Court of the will and administration was introduced in evidence by the plaintiffs. It contained the usual papers and an imperfect return, filed January 16, 1917, and designated “First and Final Return”. Discharge of the administratrix, c. t. a., was issued February 10, 1917, by the Judge of Probate and it contained the recitals that she had filed petition setting forth the faithful performance of her duties and that the required publication had been made and no cause shown against the application for discharge, etc.

The widow lived until May 25, 1943, and left her will dated June 15, 1938. The executors qualified and entered upon the discharge of their duties. The children of her deceased husband presented to the executors their claim for $1,000.00, the proceeds of the insurance policy bequeathed to her for life by the provision of her late husband’s will, quoted above, with remainder after her death to them. Upon refusal to pay the claim this action was commenced by the “children” on July 24, 1944. The complaint recites the bequest, that the insurance money in question was promptly paid to Mrs. Faison and that the defendants, as executors, have refused to pay the sum to the plaintiffs; who asked for judgment for $1,000.00 and interest.

The answer admits the death and will of Dr. Faison, that the latter was admitted to probate, the estate administered and final return thereof made by the defendants’ testatrix and that such return shows payment to plaintiffs of the funds for which they now sue, and the discharge is pleaded as a bar' to this action. The answer contains the further de *473 fenses that none of such funds came into their hands as executors, and lapse of time with alleged resultant applicability of the Statute of Limitations. There is no admission in the answer of receipt of the funds by Mrs. Faison, which is important, in view of the failure of plaintiffs to adduce effectual proof of it upon trial.

The suit was .docketed and came on for trial by jury. Plaintiffs put in evidence the probate proceedings upon the sevéral estates which have been mentioned and then offered one of themselves as a witness. He testified to the identity of himself and his co-plaintiffs as the children of Dr. Faison and his deceased stepmother as the widow. It was then undertaken to prove by the witness that he and the other plaintiffs had not been paid the proceeds of the insurance in question. Defendants successfully objected upon the ground that the reception of such testimony would be in violation of Section 692 of the Code which excludes testimony of a witness who is interested against the defendant estate of a deceased, relating to communications or transactions of the witness with decedent. Exception to this ruling gives rise to a principal question in the appeal. EL fort was further made to obtain the evidence of the witness that plaintiffs’ testatrix had stated to the witness in her lifetime that she had collected the proceeds of the insurance. The same objection was sustained.

It was agreed that the other plaintiffs were present in court and, if called as witnesses, would- be asked the same questions, the answers to which would be similarly excluded by the court upon timely objection by defendants.

The defendants offered no evidence and moved for the direction of verdict upon the ground, in effect, that there was no proof of the cause of action stated in the complaint. The plaintiffs also moved for direction of verdict in their favor. Thereupon the court directed a verdict for the defendants for lack of evidence that Mrs. Faison had received the funds for which the suit was brought. This appeal followed.

*474 Assuming that the ruling excluding answers to the stated questions was a proper and correct one, it will first be considered whether there was other submissible evidence that Mrs. Faison received the insurance which was bequeathed to her for life, remainder to plaintiffs, under the terms of the will. For that appellants rely upon her return as administratrix, c. t. a., which has been referred to. It was found sufficient by the Probate Court although it was unverified and falls far short of the requirements of good accounting. It contains only a list of disbursements, including the funeral expenses and sundry small accounts, presumably the debts of the deceased, the court costs of the administration and publication, and the following:

“Mar 1916 Paid Kerr Faison $237.66

“ “ “ Mrs. Fred Rogers 237.66

“ “ “ Mrs. Dana Crosland 237.66

“ “ “ Mrs. Fred M. Walters 237.66”

It is agreed in the record for appeal that these items represent the collection of the proceeds of one of the one-thousand-dollar policies (item 4th of the will) and distribution, less the commissions and costs of administration. The other of them, which was payable to the first wife of Dr. Faison, was collected by an administrator of the estate of the beneficiary and distributed, as stated above. It is the third and last policy which gave rise to this controversy and is that referred to in item 2nd of the will.

At the end of the untotaled list of disbursements, which constituted the return of the administratrix, c. t. a., and below her signature thereto, there appears the following:

“Amt. received from Insurance Comp. $1,000.00

Amt. paid Heirs . $1,000.00”

Thus the only evidence in the record of receipt by Mrs. Faison of the presently controverted $1,000.00 is the foregoing entry of receipt by her. Unfortunately for plaintiffs, to it is subjoined the countervailing entry, “Amt. paid Heirs $1,000.00”.

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Bluebook (online)
40 S.E.2d 795, 209 S.C. 470, 1947 S.C. LEXIS 62, Counsel Stack Legal Research, https://law.counselstack.com/opinion/walters-v-kirkwood-sc-1947.