Machen v. Machen
385 S.W.3d 278
Ark.2011Background
- Julia Machen, widow of Billy Ray Machen, and Randy Machen, Randy is the decedent's son; the 1996 will gave Julia a life estate with remainder to Randy, plus $10,000 to Randy and a $20,000 trust for Randy's children, with Randy as trustee.
- Machen died on May 20, 2006; Randy filed objections to probate in 2007 asserting handwritten changes to the 1996 will by Mr. Machen; he claimed the changes were enforceable as a family-settlement agreement with Julia.
- Julia was appointed executrix in 2008; letters testamentary filed in 2009; Randy filed suit in 2009 seeking enforcement of the altered will as a family settlement.
- The circuit court held a hearing, found the handwriting on the will to be Mr. Machen’s, and found a valid family-settlement between Julia and Randy: $100,000 to Randy and $200,000 held in trust for Randy’s children.
- The circuit court ordered Julia to pay $200,000 to Randy as trustee for the children and continued probate with estate assets distributed per the family settlement.
- Julia appealed, arguing the handwriting did not constitute a valid change, the terms were vague, signatures disputed, and the changes were not funded; the appellate court reviewed de novo with a specific bench-trial standard.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Did the signed, handwritten changes to the 1996 will create a valid family-settlement? | Machen | Machen | Yes; the court found a valid family-settlement between Julia and Randy. |
| Must all interested parties sign a written family settlement for it to be enforceable in Arkansas? | Randy argues broad enforceability including interested parties beyond the decedent. | Julia argues all signatories must be included. | The settlement between Julia and Randy is enforceable; the decedent need not be a signatory. |
| Was the circuit court's inclusion of the decedent as a participant in the settlement reversible? | Randy's position relies on enforceability of the agreement regardless of the decedent's participation. | Julia contends decedent cannot be a party to the settlement and should be excluded. | Correct to exclude the decedent as a participant; settlement between Julia and Randy stands. |
Key Cases Cited
- Pfaff v. Clements, 213 Ark. 852 (Ark. 1948) (family settlements favored; no strict mutuality or consideration required)
- Harris v. Harris, 236 Ark. 676 (Ark. 1963) (family settlements may include those not entitled to property; enforceability varies by cogent reasons)
- Turner v. Davis, 41 Ark. 270 (Ark. 1883) (family settlements may involve non-traditional distributions)
- Wallace v. King, 205 Ark. 681 (Ark. 1943) (written family-settlement agreement void if not signed by all interested parties)
- Moody v. Moody, 219 Ark. 5 (Ark. 1951) (binding oral family-settlement agreement to convey real estate)
- Hobbs v. Cobb, 232 Ark. 594 (Ark. 1960) (consent of all interested parties can supersede will via family settlement)
- Martin v. Martin, 98 Ark. 93 (Ark. 1911) (equitable aim to preserve family peace in property settlements)
