225 Mo. 116 | Mo. | 1910
Plaintiff, the widow of Fredolin Egger, deceased, instituted this proceeding in the probate court of Barton county at the May term, 1905, against the executor of her deceased husband’s will, and-heirs and the distributees of his estate, the object of which is to have distribution of the personal property of the estate of her late husband and giving* to her one-sixth thereof, that being equal to a child’s share as provided in section 3937, Revised Statutes 1899. The judgment of the probate court being against her, she appealed to the circuit court of that county; in that court, on application for a change of venue by the executor, the cause was transferred to the circuit court of Greene county, where it was tried and judgment was
The undisputed facts are as follows: The plaintiff and her deceased husband were natives of Switzerland, they came to this country in 1866 and married in that year after they came here, in the State of Wisconsin. At the time of their marriage the plaintiff was a widow with two children, daughters by her former husband, and Fredolin Egger was a widower with six children by his former wife; one of his children died unmarried and without issue, leaving five who are now beneficiaries under this will. There was no child born of this
At the time of her marriage, in 1866, the plaintiff had in hand $290 and in expectancy from the old conn-try about $1000, which expectancy was afterwards realized and she gave both these sums into the hands of her husband. It does not appear how much money or property the husband had at the date of the marriage, but the inference to be drawn from the statement! in appellant’s brief is that it was not great; the statement is: “Fredolin Egger was at the time of his marriage with plaintiff engaged in business in New G-laruS’, Wisconsin, conducting the only local store, owning some property and making some loans.” But the result shows that after he came to Missouri he was so successful in his business that when he died, in 1901, he left an estate worth about $300,000, of which about $190,000 was personal property.
After they came to Missouri the husband invested the money he had received from his wife, about $1400, in a 160 acres of Barton county land, and took the deed in her name and the title so stood at the time of his death.
February 21st, 1898, the plaintiff and her husband signed and aeknowledged before a notary the following paper-writing, which, because its legal effect is the chief point of controversy, we will quote in full, to-wit:
“Know all men by these presents, That I, Katha-rina Egger, wife of Fredolin Egger, and being now myself of the age of seventy years, and having a great desire that I shall in no way be embarrassed or annoyed by cares of a business nature or character in case I should be deprived by the fatalities incident to human*129 life of the care and protection of my companion and beloved husband, that I have requested, induced and agreed with my said husband this day that for my support, comfort and maintenance, in case of his demise, prior to my death, that he shall by will make the following provision, in effect, in my behalf, that is to say: My said husband, Fredolin Egger, Sr., shall provide by good, and sufficient will ont of his estate on his demise, and in case that I shall survive him, there shall be placed in the hands, charge, control and custody of Jno. B. Egger, or of some other trustee, the sum of twenty thousand dollars ($20,000.09), in cash, or in notes, or bonds secured by first mortgages or deed of trust upon real estate situate in the counties of Barton, St. Clair and Bates, in the State of Missouri, or in any county of Missouri, adjoining the county of Barton; no such notes or bonds so secured upon real estate to be of such amount, in the aggregate, when secured by any mortgage or trust d.eed, as to exceed two-thirds the value of the land pledged, mortgaged or conveyed to secure such notes or bonds.
“And further, that from such fund of twenty thousand dollars, and its accumulations, that I shall be paid by such trustee, or his successor in trust, the sum of seventy-five dollars ($75.00) per month, monthly during the term of my natural life.
‘ ‘ That in the consideration of the premises and the agreement of my said husband to make the provision in his last will and testament to the effect aforesaid, I have agreed to, and I do now agree to, and hereby do release, relinquish and acknowledge full satisfaction for any charge for any and every claim, demand, right to, or interest in, or claim against the lands, property, effects and estate of my said husband, Fredolin Egger, wherever situated and of whatever nature or kind, real, personal or mixed, including the right of dower and homestead, and including all such claims, rights,*130 interests or demands, whether the same should exist now in my favor or whether the same should arise by reason of the law upon the death of my said husband, save and except the claim, right provision for the setting aside of the fund of twenty thousand dollars in cash, or paper, secured upon real estate as hereinbe-fore mentioned, and the payment for my support, comfort and maintenance in case of the death of my said husband, of the monthly payment as hereinbefore stated.
“And the said Fredolin Egger upon his part agrees at the request of his wife, Katharina Egger, and in consideration of the premises, to make the provision by his last will and testament of placing in the hands of Jno. B. Egger, or some other trustee, the sum of twenty thousand dollars, in cash or in notes or bonds, secured by first liens upon real estate, as hereinbefore stated, and situated in the counties as hereinbefore stated for the support, comfort and maintenance of said Katharina Egger in case of his death as herein-before stated prior to her demise.
“FuedoliN Egger (Seal.)
“Katharina Egger (Seal.)
“Witnesses to signatures
“Jacob Marty.
“James B. LillardU
A few days after the execution of that document, to-wit, February 25,1898, Fredolin Egger made his will wherein after the following preamble: “First, in order to provide for the support, comfort and maintenance of my beloved wife, Katharina, after my death and at her request and in consideration of her release and discharge of all claims, demands or interest in, to or against my estate, including especially the right or claim of homestead and dower in my real estate, property and effects and including all claims for statutory allowance to her as my widow should, should she sur
To secure the payments to-the widow of this $75 a month, the executor as directed by the will set apart $20,000 in mortgage notes, the interest from which was to be applied to this purpose as long as she lived, and after her death to be distributed to the legatees under the will.
At the same time she signed the last above mentioned document she, at the request of the executor, signed and acknowledged a deed conveying the one hundred and sixty acres of the Barton county land to consummate a sale of the sanie negotiated by the executor, for which he receivéd $6400, which went into the estate, and of which he paid her $1430 as the amount of her money with which her husband had bought the land. • .
The defendant, the executor, in his answer pleads
Within twelve months after the probate of the will the plaintiff duly filed in the probate court her renunciation thereof and claimed her dower and homestead in the land and her distributive share of the personal property. It seems that she filed two renunciations, one in September and the other in November. The reason for filing the second renunciation, we infer, was because after filing the first one she received in October another installment of her $75' monthly allowance.
In this application which she now makes for a distribution and her share of the personal property filed
In addition to the above facts, and probably intended to bear on the question of estoppel, there was evidence on the part of the defendant tending to show that before signing the contract of February 21st, 1898, the same was read, translated and explained to her, that she saidi at the time it was- what she wanted and that it was made at her request. There was also testimony tending to show that she knew that her husband owned a large estate, that when she signed the deed and the instrument of January 9, 1902, saying that she was satisfied to take what the. will gave her, she was informed by a German lawyer in Kansas City that she had a right to claim more. Defendants offered to prove
On the part of the plaintiff there was evidence tending to show that she was seventy years old when she signed the contract of 1898, was over seventy-three when she signed the deed and the paper of January 9, 1902, that she had no understanding of the English language, spoke only German; she had almost no companions after she came to Missouri except her husband and his children, her own children living then in Wisconsin; she had always been a kind and dutiful wife and a good mother to her husband’s children; that she and her husband lived in frugality, she doing all the cooking and housework, and that whilst she knew he was worth considerable property she had no idea of its value, and although she had been told by the German lawyer in Kansas City and also by a son-in-law of hers two months after the death of her husband that she was entitled to more of the estate than the will gave her, yet she did not understand what her rights were in the estate until a short while before she executed the renunciation of the will, when she was on a visit to her daughters in Wisconsin when a German lawyer there explained it to her.
I. The point is presented by appellants that there was no affidavit for appeal from the judgment of the probate court as required by section 280; Revised
The record shows that there was an affidavit filed, but appellants contend that it was not such an affidavit as the statute requires. The statute is in these words: ‘ See. 280: The applicant for such appeal, his agent or attorney, .shall file an affidavit that the appeal is not taken for the purpose of vexation or delay, hut because the affiant believes that the appellant is aggrieved by the decision of the court. ’ ’
The affidavit, after the caption giving the style of the case, is in these words:
“B. Gr. Thurman, for and in behalf of the plaintiff, Katharina Egger, being duly sworn, upon his oath says that this application for an appeal is not made for vexation or delay, but because he believes the appellant to be injured by the judgment of the probate court. This appeal is taken from the judgment on the merits.
" B. Gr. ThurmaN,
" Appellant.
" Sworn to and subscribed .before me this 15th day of August, 1905. Paul Txjokee,
“Judge of Probate.”
The criticism of this affidavit in appellant’s brief is as follows: " It is not pretended in the affidavit filed that plaintiff appealed, or sought to appeal. One B. Gr. Thurman, who was not a party to the cause, makes oath that he believes that he was. injured by the judgment, designates himself as appellant, does not state that he is attorney or agent for plaintiff and does not state that he as appellant, was or is aggrieved, or that the plaintiff was or is aggrieved as required by section 280, Bevised Statutes 1899.”
It is true the affidavit is signed, " B. G. Thurman, Appellant,” and to that extent it justifies the criticism, but in the body of the affidavit it is stated that the affiant “for and in behalf of the plaintiff Katharina
Besides if the defendants had thought that there was anything wrong with the affidavit they had the right to move the circuit court to dismiss the appeal for want of a proper affidavit, and that court would have sustained the motion if it had considered the affidavit insufficient and if the plaintiff had not, as she would have then had the right to do-, filed a sufficient
II. We turn now to the main question in the case, is the plaintiff by the contract of February 21, 1898, precluded from the share in her late husband’s estate to which she would otherwise, have been entitled under the statutes of this State?
a. Appellants contend' that under section 4335, Revised Statutes 1899; Ann. Stat. 1906, p. 2378, all distinctions theretofore recognized by the law concerning a married woman, in relation to her property rights and her contracts, were abolished, and decisions of this court are quoted to sustain that contention. Doubtless that statute has to a great.degree removed from the wife the shield that the common law, under the wisdom and experience of ages, had placed over her for her protection, and has exposed her to dangers which she had not been accustomed to learn to guard against in former times when she was taught by the law to regard her office of wife and mother as of first importance. But courts have nothing to do with the policy that has caused legislation; they must .take a statute as the lawmakers gave it and enforce it to the full extent of its purpose. It does not impugn a statute, when the validity of a contract claimed to have been made under it is in question, if the court should take into consideration the relation of the parties to each other and the circumstances influencing their conduct. When we speak of fiduciary relations as influencing the making of con
The statute on which defendants rely, section 4335, declares that “a married woman shall be deemed a femme sole so far as to enable her to carry on and transact business on her own account, to contract and be contracted with, to sue and be sued, ’ ’ etc. And this court has held that under the terms of that statute she may make a valid legal contract with her husband. [Rice, Stix & Co. v. Sally, 176 Mo. 107; O’Day v. Meadows, 194 Mo. 588; Donovan v. Griffith, 215 Mo. 149.] But neither that statute nor those decisions sustain this contract. In the Rice-Stix case' this court held that a contract by which the husband conveyed to his wife certain notes and a chattel mortgage in payment of a debt he owed her was valid and the wife could inter-plead to recover the same in an attachment suit instituted against the husband by his creditors. In the O’Day case the contract was for a division of the husband’s property between him and his wife whereby she took in praesenti a large share of his estate. In the Donovan case the heirs of the wife were seeking to charge the husband with rents which arose from her property during coverture on an implied contract, but the court held that although under the statute husband and wife could make a valid contract with each other, yet the circumstances of that .case did not raise a contract by implication. That is the extent to which those cases go in the direction of appellant’s contention.
Counsel on both sides agree that the contract in question did not create a jointure either legal or equitable, for the reason that it did not convey any estate real or personal to the wife to take effect either then or on the death of the husband. And counsel for appellants base an ingenious argument on that fact to show that there was no right of election given by the statute to the widow under the circumstances, and .in pursuing that argument they array sections 2939, 2940, 2941, 2944, 2948 and 2949, and show that none of them fits the facts of this case, and in that they are correct. But if we follow the learned argument and take into account also section 2937, which gives the widow absolutely a child’s share of the personal estate, it leads to the conclusion that under that section no election is necessary and she may simply ignore the will and demand what the law gives her. That section does not say, as others do, that she must formally renounce the will before she can claim the share of the personalty there given her, but it says it is hers absolutely. But even if for
Where the law gives a widow absolutely a certain share in her husband’s estate at his death, he cannot deprive her of it by his will, and if in such case the law does not say that she must make within a certain time a formal renouncement of the will she need not do so but may simply ignore it and claim what the law gives her. There are certain sections of the statute relating to the widow’s share in her deceased husband’s estate, as pointed out in the brief of appellants, that put on her the duty of election, but section 2937, under which this widow is now claiming a share equal to a child’s share, is not one of them; the law gives her that share absolutely and. unless she has bargained it away or is estopped to assert it she is entitled to it now.
The contentions of appellants are that by her contract of February 21, 1906, she did bargain away that right and that by her acts since the death of her husband she is estopped from asserting the contrary.
The Married Woman’s Act of 1889, now section
But assuming, without deciding, that under section 4335 a married woman could make a contract disposing -of what the law gives her in section 2937, such contract would have to he supported by a valuable consideration. What was the consideration that passed to the wife for this contract? It starts out with the recital that she has a great desire to be freed from embarrassment or cares of business when her husband dies, therefore she has ‘‘ requested, induced and agreed” with her husband that he shall make this provision for her in his will, which provision is that the executor and trustee shall set apart mortgage notes to the amount of $20',000, out of the interest arising from which he is to pay her $75 a month during her life, the principal to be distributed to the residuary legatees at her death; then the contract goes on to say in effect that, as she is so anxious for it, he agrees to do that, and in consideration of his promise to do so she releases all claims of every kind to his estate, specifying dower, homestead and “all
If instead of a mere promise to make a will the contract had provided for the then transference to a trustee of mortgage notes to the amount of $20,000', to secure her the monthly sum of $75 for life to guard against possible vicissitudes of fortune, a different case would be presented, as to which we say nothing. Here we have a mere promise to make a will giving her less than she would be entitled to if there was no will.
Counsel for appellants suggest that we turn the case around and suppose there was no will and that attire death of the husband the promised provision for her in the contract exceeded the value of her dower and her statutory share in the estate, could the executor and heirs avoid the contract on the ground that it was not supported by a consideration? The contract is not binding on one unless it is binding on both. If there was no consideration to sujrport the agreement to relinquish her dower and her other claims against the estate, that relinquishment is not binding on her and constituted no consideration to support the promise to make a will.
A mere promise by a debtor to a creditor to pay him a sum less than the amount of the debt when due is no- consideration to support an agreement by the creditor to accept the smaller sum in full satisfaction of the debt.
The trial court found that there was no consideration to support the contract in question and our judgment is that that finding was correct.
b. We are also of the opinion that under the peculiar circumstances of this case there was a very strong fiduciary relation between the husband and the wife at the time this contract was entered into and even if we should adopt appellants’ view that the possible diminution of the personal estate between the díate of the contract and the death of the husband formed an
III. As to tbe plea of estoppel there is nothing to support it. Tbe amounts that were paid ber were but a very small per cent of what was due ber. Tbe document she was induced to sign, dated January 9, 1902, declaring tbat she elected to accept tbe provisions of tbe will in lieu of dower was without any consideration at all and it could not have misled tbe executor to Ms disadvantage. If be should now say tbat be would not bave paid ber tbe $75 a month except on tbe faith of that document be would put -himself in tbe attitude of saying tbat be would not have paid ber anything at all unless she bad agreed to take a very small part of what was ber own. Tbe $400- be paid ber was what under section 107, Revised Statutes 1899, tbe law gave ber. She testified tbat she did not know what it was for. Tbe $1430 be paid ber was made up of the here-inabove mentioned $290 of her money which she put into tbe bands of ber husband at the time of her marriage, and tbe $1000 she then bad in expectancy and interest, which sums he bad invested for ber in tbe 160 acres of Barton county land. That land tbe executor sold for $6400 which went into tbe estate, and be obtained from ber a deed to the same at tbe same time be paid ber tbe $1430'. There is no- excuse for tbat unless it be that the executor himself was acting under a mistake as to tbe law. Those papers were prepared by tbe executor or by some one for him and presented to her when she was in Kansas City for signature. There was evidence to tbe effect that at the time tbey were presented a German lawyer whs present and trans
In her deposition, when she was asked about the deed she had given to the one hundred and sixty acres of land, she said that when she gave the money to her husband, the understanding between them was that it was to be repaid to her by him or his estate, and when
IY. As what is above said disposes of this case, it is perhaps unnecessary for us to say anything on the question of res judicata which the plaintiff raises in 'her pleading and in her brief, but, since a point is made of it and since there is a learned discussion on the point in the briefs on both sides, we will say a few words.
The other suit was for the admeasurement of dower; there were the same plaintiff and the same defendants as in this suit except that in that suit John B. Egger was a party defendant as heir to his father but was not a party in his official character as executor, whereas here he is a party as executor and not as heir. The issues of fact were precisely the same in both cases, but the subject-matters of the two suits are
V. Defendants offered to prove by a witness, Tschudy, the husband of one of the defendants, that at the death of the testator the plaintiff had said that it was the understanding between her and her husband before marriage and after marriage that her property was to be returned to her children and his property was to be divided between his children and that was ihe understanding up to the time of his death. The testimony was excluded upon objections of plaintiff; the ground that the court excluded it on was that the witness was incompetent. It is immaterial on what
VI. The trial court made a finding of facts which is set out in the record, and some of the facts so found appellants invoke as conclusive on respondent because the record does not show that she excepted to them. Since the judgment was wholly in her favor she could
We find no error in the record. Judgment is affirmed.