Woolard v. Ferrell

169 S.W.2d 134, 26 Tenn. App. 197, 1942 Tenn. App. LEXIS 61
CourtCourt of Appeals of Tennessee
DecidedNovember 14, 1942
StatusPublished
Cited by8 cases

This text of 169 S.W.2d 134 (Woolard v. Ferrell) 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
Woolard v. Ferrell, 169 S.W.2d 134, 26 Tenn. App. 197, 1942 Tenn. App. LEXIS 61 (Tenn. Ct. App. 1942).

Opinions

HOWELL, J.

Mrs. Fannie Woolard died in Wilson County, Tennessee, on May 3, 1937, and her will in which she appointed the defendant Walter D. Ferrell, as executor, was probated on May 10, 1937. Under the terms of this will which was executed on February 25, 1932, the testatrix bequeathed and devised her personal and real property to her only son the complainant, G. R. Woolard, and his three children, James Robert and Early Woolard and Mrs. Nelda Woolard Churchill, equally, one-fourth to each of them. The will contained the following clause:

“In the event that any one of the beneficiaries named in this Will should contest it, such contestant by such action on his part shall forfeit all of the property that he would otherwise take under this Will, and my property in that event Will pass to the beneficiary or beneficiaries who do not contest this Will.

*200 “I hereby nominate and appoint W. D. (Walter) Ferrell as Executor of this Will and most earnestly urge him to see that the provisions of this Will are fully carried out. ’ ’

After he had qualified as Executor of the will of Mrs. Fannie Woolard, the defendant, as such executor, had some litigation with the complainant involving the possession and ownership of some securities. The Executor was successful in this suit which was tried in the Chancery Court and in the appellate courts and collected from Gr. B. Woolard about $4,900 for the estate of his testatrix.

On December 21, 1939, G-. E. Woolard filed a petition in the County Court of Wilson County contesting the will of his mother Mrs. Fannie Woolard, and based the contest upon the following allegations in the petition.

‘ ‘ First. On information and belief, the Petitioner avers that at the date of said paper, and at the time it is alleged that Petitioner’s Mother, Mrs. Fannie Woolard, signed and published the same as her last Will, she was suffering-under such strain of imbecility,' that she did not have sufficient mental capacity to make a Will.

“Second. If at the time Mrs. Fannie Wolard is alleged to have, executed said paper, she, in fact, did publish same as her Will, which petitioner denies, Petitioner avers she was misled, confused and so ill directed in the execution that the said instrument does not express her real desire and, therefore, is not her Will.

“Third. If Petitioner’s Mother, Mrs. Fannie Woolard did in fact sign and publish said paper as her Will, which Petitioner denies, then Petitioner avers that she did so by reason of the undue influence of the said Walter D. Ferrell, who by some mysterious means succeeded in having himself appointed Executor thereof, and, for that, *201 Petitioner says it is not tlie genuine Will of Ms Mother, Mrs. Fannie Wolard.

“Fourth. The Petitioner will respectfully show the Court that the said W. P. Ferrell is not the proper man to act as Executor in the cause; that he is prejudiced and bias against the Petitioner; that by his course of conduct and by his statements, he is not a man who would be concerned in the Petitioner having a fair deal and justice in these premises; the past history of the said Ferrell does not entitle him to execute the trust reposed; the past history of the said Ferrell in matters involving-finance does not constitute him as one to whom should be intrusted the winding up of an estate; the past history of the said Ferrell does not inspire the Petitioner to repose confidence either in his ability or in his honesty to perform this trust with fairness and impartiality; upon many grounds and for many additional reasons to be preferred to the Court and to be founded upon proof, this Petitioner, the only child and sole legatee and'heir at law of his Mother, insists with the Honorable Court that justice and security demands that the said Ferrell be deposed as administrative Executor in this case and that some honest competent citizen be appointed to act in his stead.”

Upon the trial of the will contest in the Circuit Court the jury found the issues in favor of the will and dismissed complainant’s petition.

After receiving a letter from the complainant inquiring whether or not the executor intended to turn over to him one-fourth of his mother’s net estate, the executor notifiecl the .complainant by a letter dated November 9, 1940, that it would be his, the executor’s duty under the terms of the will, to insist that by reason of having instituted the *202 contest of Mrs. Woolard’s will, lie, the complainant, had forfeited his individual share of his mother’s estate.

The complainant then filed the hill in this canse on November 19,1940, in which he seeks a judgment against the defendant for one-fourth of the net proceeds of the estate, alleging that his course in contesting his mother’s will was not only based upon probable cause but actuated by an honest desire to save and preserve the estate for his grandchildren, referring to the children of his two sons who were beneficiaries of their grandmother’s will. The bill contains the following allegations in connection with these two sons:

“He will show the Court that his Mother was fully acquainted with the worry and sorrow he had suffered because of his two sons; of the money he had expended to save them from conviction of alleged criminal offenses. She was well acquainted with their habits of inebriety and of their utter disregard of economy and frugality and she had been equally well acquainted with the futile, tho’ earnest efforts of their father to correct them in their wild course of dissipation. ’ ’

The defendants answered the bill denying all the material allegations and averring that the will contest was not instituted in good faith and upon probable cause, and demanded a jury to try the issues.

Upon the trial of the cause the defendant tendered an issue to be submitted to the jury as follows: “Did G. R. Woolard have reasonable or probable cause or grounds for contesting the will of Mrs. Fannie Woolard?”

The complainant objected to this issue and tendered one as follows: “ ‘Did G. R. Woolard, before instituting contest of the Will of his mother, Mrs. Fannie Woolard see & hear, the acts & statements of his mother of which *203 lie testifies & was lie told of tlie acts & deeds of liis mother — reflection on his mother mentality that he insists he acted upon in instituting the contest & was he so advised by counsel as insisted.’ ”

The court submitted the first issue mentioned, the one tendered by defendant, and upon the trial the jury answered this issue. ‘ ‘ No. ”

The complainant, after proper motions had been overruled, and after the court has approved the finding of the jury and entered a decree-dismissing his bill, appealed to this court and has assigned errors which will he considered together.

The law in Tennessee governing the effect of a will contest on the operation of a forfeiture clause in a will is fully discussed and is settled in an opinion by McKinney, Judge, in the case of Tate v. Camp, in 147 Tenn. 137, 245 S. W. 839, 844, 26 A. L. R.

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Bluebook (online)
169 S.W.2d 134, 26 Tenn. App. 197, 1942 Tenn. App. LEXIS 61, Counsel Stack Legal Research, https://law.counselstack.com/opinion/woolard-v-ferrell-tennctapp-1942.