In re Bell's Estate

80 P. 615 | Utah | 1905

STRAUP, J.

Appellant, the executor of the. estate of James Bell, deceased, prosecutes this appeal from, a judgment of the court below decreeing to respondent, as the widow of said deceased, one-third in value of all the real property of said deceased possessed by him at the time of his death. Appellant, as executor of said estate, filed his final account and petition for distribution with the court below, asking that •the real estate of said deceased be distributed to his children in accordance with his last will and testament, wherein all his property, real, personal, and mixed, was bequeathed and devised to them. To this petition the respondent filed objections, and petitioned that she be decreed in value one-third of the real property of said deceased.

The principal issue in the case was, as claimed upon the part of the executor, the respondent had in the lifetime of said deceased relinquished all her right, title, and interest in and to his property, and in and to all the property of the estate, which was denied by said respondent, and further alleged and •asserted by her that the said so-called relinquishment, under circumstances and conditions alleged, was against public policy and void, was unjust and inequitable, and not founded upon a good or sufficient consideration. The case was tried before the court, and the substance of so much of the findings material here is as follows:

That said deceased and respondent married in May, 1898, and lived together until the 28th day of May, 1900, but from that time on lived separate and apart until the death of said deceased in October, 1900. Soon after said marriage the deceased frequently became intoxicated to such an extent that at times he was incapacitated from performing labor, and when under the influence of liquor he was disagreeable in his habits and much irritated, and by speech and conduct was offensive to respondent. That she was not aware at the time of her marriage that deceased was addicted to the use of liquor. That said executor, who' was a son of deceased, and other- childi’en of said deceased (all adults, some married and some single), were desirous of disinheriting respondent whenever the death of the said deceased should occur, and that they did unlawfully and without cause ask he*r to leave the home of their father, asserting that it was not large enough for all to live in, and in every way made it disagreeable for her to live with said deceased, and illegally combined together to procure some method by which she would sign some instrument releasing her interest in and to the estate of said deceased, and forcing her away from his home. That while the said children were so conducting themselves, and on or about the 28th day of May, 1900, and at a tíme when the said deceased was very sick, the said children so- continued in their said conduct, and requested the respondent to leave her said home, and stated that her presence there caused a bad spirit and that it was better for her to leave her said home and the home of said deceased. That respondent, being affected by said influences, was herself made sick and worried, and was uncertain as to what should be done, and was finally persuaded “to move from the home of said deceased and live separate and apart from him, and to agree to- permit said deceased to bring suit for divorce against his said wife, and it was then and there agreed by and between said deceased and the wife of said deceased that said deceased should bring a suit for divorce against his said wife, and that she would not make any defense to his said suit for divorce, and would not demand any alimony, and that, in consideration of her so agreeing, she would and did receive $225 in cash, and under said conditions, and not otherwise, signed and executed the following agreement or memorandum in writing: 'Mill Creek, May 28, 1900. Eor and in consideration of $225, two hundred and twenty-five dollars, to me in hand paid by James Bell, the receipt of which is hereby acknowledged, I, Ellen B. Quinn Bell, have this day relinquished all claim forever after to the estate of James Bell, and that I, Ellen It. Quinn Bell, further agree to give up all claim of support, by J ames Bell forever after. (Signed) Ellen It. Quinn Bell.’ ” This was subscribed and sworn to before George Taylor, a notary public, and witnessed by J ames C. Hamilton. “That it was distinctly understood and agreed by and between said deceased and his said wife at said time and place, and that it was a part of the consideration for the signing of said paper, that said deceased should procure a divorce as soon as he was able to do so' from said Ellen R. Quinn Bell, and that she would not defend, and that she would not demand any alimony, and that said paper was so signed with that understanding.” That, at the time the said paper was signed, respondent did not know what property said deceased then owned, and did not know the value of the same. That the respondent would not have signed the said paper, and would not have left the home of deceased, if it had not been for his habitual drunkenness and the actions of his children. That the said deceased then owned and was possessed of real estate in the county of Salt Lake, where the said parties resided, of the value of not less than $7,000, and that the payment to her of $225 was wholly inadequate and inequitable for her interest in and to the said real estate of the said deceased. That, long before the death of the said deceased, respondent had used all of the said $225 for her support and maintenance. That on said 28th day of May, 1'9'00, the said deceased made his last will and testament, whereby he bequeathed and devised all his estate, real, personal, and mixed, to his children, and in his said will recited: “I have this day given and advanced to my beloved wife, Ellen R. Quinn Bell, 'tire sum of $225, her share in full out of my estate, in consideration that said Ellen R. Quinn Bell should relinquish all her claims against my said estate by virtue of being my wife or otherwise, said Ellen R. Quinn Bell shall take nothing further under this will.” That the said respondent refused to accept the provision made for her in the will, but rejected the same.

The statute in force here applicable (so1 much as is material of section 2826, Revised Statutes 1898) reads:

“One-third in value of all the legal or equitable estates in real property possessed by the husband at any time during the marriage, and to which his wife has made no relinquishment of her rights, shall-be set apart to her as her property in fee simple if she survive him.”

The property distributed under the provisions of this section shall be free from all debts of the decedent, except certain liens not necessary here to mention, and taxes. Section 2827 provides:

“If tbe husband shall make any provision by will for the widow, such provision shall be construed to be in lieu of the distributive share secured by the next preceding section, unless it shall appear from the will that the decedent- designed the testamentary provision to be additional to such distributive share, in which case the widow shall be presumed to have accepted both such testamentary provision and such distributive share. If, however, it does not appear from the will that its provision for the widow is additional, then the widow shall be conclusively presumed to have renounced such provision, and to have accepted her distributive share, unless within four months after the admission of the will to probate, or within such additional time before distribution as the court may allow, she shall, by written instrument filed with the clerk of the court, accept the testamentary provision, which acceptance shall be construed to be a renunciation of her distributive share.”

The trial court held said agreement of respondent void as being against public policy, and as being unjust and inequitable, and not founded upon a sufficient or legal consideration, and decreed to respondent one-third in value of all the real property of the said deceased, as by the statute above provided.

1. Appellant claims that the findings of the court that the deceased was addicted to the excessive use of intoxicants, that his children mistreated respondent, that the said agreement was made in furtherance of divorce proceedings, and that the value of the real estate of said deceased was not less than <$7,000 are not supported by the evidence. And to the contrary, appellant asserts that the respondent herself sought the settlement, and left the home of the deceased of her own accord and free will, and that the said writing executed by her constituted a complete relinquishment of all her right in and to the real estate of the said deceased, and of and to any claim in and to bis estate, and that the said writing was made freely by her, and with knowledge of all the facts, and that the said real estate of the said deceased was of no greater value than $3,500. The law is well settled that such an agreement as here made, under conditions as found hy tire court — in furtherance of the deceased bringing a suit for divorce, and that the respondent should not make any defense thereto and would not demand any alimony — is void, as being against public policy. (Palmer v. Palmer) 26 Utah 31, 72 Pac. 3, 61 L. R A. 641, 99 Am. St. Rep. 820, and cases there cited.) We have not been cited to any case holding or to any law declaring such an agreement valid, when made under such circumstances and upon such conditions as here found by the court.

2. The only remaining question, therefore, is, are the findings supported by the evidence ? If the said agreement or so-called relinquishment was made upon the condition or understanding that the deceased should apply for a divorce, and that the respondent should make no defense thereto, then we cannot see how it is material whether the deceased was given to excessive drinking of intoxicants, or whether the respondent did or did not have cause for leaving her home. For the law does not declare that public policy permits, the making of that kind of an agreement, under the conditions as found hy the court, when one of the parties in marriage has cause for divorce, hut precludes it only when there is no such cause, or when they have dealt unjustly or inequitably with each other. If, therefore, this main finding, that the said agreement was made upon the said conditions, is supported by the evidence, all these other matters become insignificant. On this subject-matter plaintiff testified as to what was said just before the agreement was made and at the time of its being made:

“What was said about the divorce was said at Mr. Pell’s bedside. I was taken into the room with the paper, and I believe it was Mr. Hamilton had the paper. I sat on this side of the bed, and Mr. Bell lay there; and it was said that, if Mr. Bell got well, he could get a divorce, and I was not to appear against him; neither was I to ask for any of his property.”

Mr. Hamilton, the principal witness for the appellant, on this matter testified as to what took place just before the paper was signed:

“It was distinctly understood that she (respondent) was to leave; that she was no more his wife; from that time she would live apart from Mr. Bell (the deceased), and, if Mr. Bell lived, he was to go and apply to the court for a divorce and pay the costs; that she would not appear. That was the understanding. That was the agreement — -that Mr. Bell, if he lived, was to apply for a divorce, and he would stand all the costs, and she would not appear.”

At another place in his testimony upon this same matter he stated:

“Mr. Bell stated that if he lived he would see about a divorce, or something of that kind, and she spoke up’ and said that she wouldn’t oppose it; that he could have a divorce at any time if he lived; that she was not to get any property when the divorce was procured. She said she wouldn’t appear against him. This was agreed to by both of the parties, and it was talked over by both of them, and plainly understood by both of them. . And that was one of the reasons why the $225 was given her — because, in the case he lived and got a divorce, she would not get anything.”

It is therefore clear that there was sufficient evidence to support this finding of the court. It is true that the executor and one or two other witnesses testified that there was nothing said relative to a divorce. But this court has so often expressed itself as to the rule of conflicting evidence before the trial court and as to the weight of evidence that we need not here again do so. (Gorringe v. Read, 24 Utah 452, 68 Pac. 141; Miller v. Livingston, 22 Utah 174, 61 Pac. 569, and cases cited.)

3. Much evidence was given on both sides with respect to the fault of the deceased and of respondent, out of which their differences arose, about which the evidence also conflicted. There is sufficient evidence to support the finding of the court that the deceased was given to the excessive use of intoxicants, and when under its influence he was disagreeable and offensive in conduct and in speech to respondent, and that she was also mistreated by his children, and that they combined to procure the deceased to disinherit her. All that can be said of these findings is that the evidence in respect thereto was conflicting. As to the finding that the deceased was the owner 'and possessed of real estate to the value of at least $7,000, there is not even much conflict in the evidence. About all the evidence we find in opposition to it is that of the testimony of the executor, who said it was worth only $3,000. But in his verified petition for appointment he stated it was worth $7,000.

4. Appellant has cited cases to the point that when separation has actually taken place — and a few when not actually taken place, but fully decided upon — public policy does not preclude the married parties from making an equitable and suitable division of the property, and provisions for support and maintenance of the wife, and that such agreements will be upheld, if they are fair and equitable, and are not the result of fraud or coercion. But in view of the finding of the court, it may well here be said, as was said by 'the court in the Palmer Case:

“Is it not idle to say or contend . . . that this is a mere contract for separation, and cannot be construed info a contract to facilitate a divorce? . . . They (the parties) in effect stipulate that all their marital responsibilities shall be forever ended. It is difficult to see by what process of reasoning such a contract can be construed to be anything less than an agreement to facilitate a divorce, or an attempt to put an end to the marriage status by mutual agreement of the parties. ... A contract which is designed to facilitate the procurement of a divorce, to put an end to the marriage status, and absolve tbe parties from all tbeir marital obligations imposed upon them by tbe Taw of matrimony, cannot be enforced.”

And furthermore tbe payment to respondent of $225 for ber release of one-tbird in fee in and to real estate 'of tbe value of $7,000 is so inadequate as to render tbe transaction unfair, and, in view of tbe facts as found by tbe court, it would be inequitable to enforce it.

Tbe judgment of tbe court below is therefore affirmed, with costs.

McCAETY, J., concurs; BAETCIT, C. J., concurs in tbe judgment.