Thomas v. Briggs

Decision Date15 March 1934
Docket Number14,593
Citation189 N.E. 389,98 Ind.App. 352
PartiesTHOMAS ET AL. v. BRIGGS
CourtIndiana Appellate Court

From Sullivan Circuit Court; Martin L. Pigg, Judge.

Action by Beatrice Briggs against Edgar Thomas and others to declare a constructive trust. From a judgment for plaintiff defendants appealed.

Affirmed.

Otis Cook, Charles H. Bedwell, and John O. Piety, for appellants.

Abraham T. Miller, Wallace & Randel, and Charles D. Hunt, for appellee.

DUDINE J. Bridwell, P. J., concurs in the result.

OPINION

DUDINE, J.

This was an action instituted by appellee against appellants, to establish a constructive trust, of which appellee would be declared the beneficiary of certain property owned by one Elva Wallace Thomas at the time of her death, she having died intestate, leaving appellant, Edgar Thomas, her sole heir at law.

The complaint was in one paragraph. Appellants filed separate demurrers to the complaint, all of which were overruled whereupon appellants filed an answer of general denial, and an answer purporting to allege an estoppel. On motion of the appellee said second paragraph of answer was stricken.

The cause was submitted to the court for trial on the issue formed by the complaint and answer in general denial, and the court found for the plaintiff and rendered judgment establishing the trust prayed for.

Appellants seasonably filed a motion for a new trial, assigning as grounds therefor that: (1) The finding is not sustained by sufficient evidence; (2) the decision is not sustained by sufficient evidence; (3) the finding is contrary to law; (4) the decision is contrary to law, which motion was overruled, and this appeal was perfected.

The errors relied upon for reversal and discussed in appellant's brief are: (1) Error in overruling each of said demurrers to the complaint; (2) error in striking out appellant's second paragraph of answer; (3) error in overruling the motion for new trial.

The pertinent parts of the complaint are as follows: "Plaintiff complains of the defendant and says that the plaintiff is, and was, the niece of Elva Wallace Thomas, deceased, and who departed this life on the 20th day of April, 1930 . . . that her said aunt married the defendant, Edgar Thomas, on the 19th day of June, 1929, and from that day until the day of her death lived with the said husband, Edgar Thomas, the defendant herein. Plaintiff further says that shortly after her said aunt married the defendant, Edgar Thomas, her said aunt and the defendant, Edgar Thomas, visited this plaintiff at her home, and while visiting with plaintiff at said time, said aunt, in the presence of the defendant, Edgar Thomas, told this plaintiff that she was going to provide for the plaintiff in her will so plaintiff would get a part of her estate. Plaintiff further says that on Saturday, April 12, 1930, the plaintiff's said aunt, Elva Wallace Thomas, was 71 years of age and was of sound and disposing mind and memory, and had mental capacity sufficient to know and understand the value of her property, the number and names of the persons who were the natural objects of her bounty, and did realize the uncertainty of life of a person of her age and condition; that while in said condition, on said day and date, plaintiff's said aunt did prepare, write and sign, in her handwriting, her last will and testament, which last will and testament was and is in the words and figures following, to wit:

April 12th, 1930.

"My wish is that Beatrice Briggs, my niece, in case of my death, should have my large mirror--8 foot--and my diamonds and brass corner piece, and any lamps she might wish; also sewing cabinet and buffet mirror. And that Inex Harvey, a niece, be given my cameo pin and piano. Charles Nowlin and family, a nephew, $ 100.00 Dollars, in cash, and R. W. Mellish, a nephew be given $ 1,000.00 in cash, and the note for $ 300.00 which he borrowed be considered paid. Also, that all my debts be paid and $ 500.00 be paid for monument. The remainder of my personal property and real estate be sold at its value and equally divided between my niece, Beatrice Briggs, and my husband, Edgar Thomas.

"I also desire Edgar Thomas, my husband, to live in my residence, 228 South 5th Street, for one year, provided it is not sold, and have the income from same, but he must pay the taxes and insurance for that period of time.

"I also bequeath to my sisters, Mrs. Helen Woodruff and Mrs. Hariet Bullock, each $ 5.00, also $ 5.00 to a nephew, Everett Nowlin.

"This is my last statement at noon April 12th, 1930.

Mrs. Elva Wallace Thomas,

Clara Owens,

Lora Thomas.

"That the said Elva Wallace Thomas was, on said 12th day of April 1930, able to be up and around her home and able to help with her housework; that on the night of April 12, 1930, the said Elva Wallace Thomas told the defendant, Edgar Thomas, about her said will.

"Plaintiff further says that on Monday, April 14, 1930, plaintiff's said aunt, Elva Wallace Thomas, was then confined to her bed because of illness, and on said day asked her husband, the defendant Edgar Thomas herein, to have said will witnessed and finished, and the defendant, Edgar Thomas, at said time, promised plaintiff's said aunt that he would do so.

"Plaintiff further says that on Tuesday and Wednesday, the 15th and 16th days of April, 1930, plaintiff's said aunt, who was still confined to her bed on account of illness, but still retained her mental faculties, asked her said husband, the defendant, Edgar Thomas, several times each day to have her said will witnessed and finished, and each time the said defendant, Edgar Thomas, would and did promise plaintiff's said aunt that he would have her said will witnessed and finished, and during all of said time the defendant's said wife, having confidence in and trusting her said husband and believing he would fulfill his promise to have her will witnessed and finished, depended and relied upon her said husband having her said will finished and duly executed. That said defendant, Edgar Thomas, failed and neglected to procure the witnessing of said will on each of said dates, and fraudulently failed to carry out his promise to his said wife.

"Plaintiff further says that the defendant, Edgar Thomas, had full knowledge of the terms and conditions of said will from and after Sunday, April 13, 1930, and knew the condition of his said wife's health during all of the time that he promised her that he would have her will witnessed and executed.

"Plaintiff further says that the illness of her said aunt, Elva Wallace Thomas, became more severe on the night of April 16, 1930, and from said time until her death she was unable to converse with anyone; that she continued to grow worse, and on Saturday, April 19, 1930, she was in a stupor a part of the time; that in the afternoon of said day the defendant had said will witnessed by Clara Owens and Lora Thomas, and the said Elva Wallace Thomas died on the 20th day of April, 1930.

"Plaintiff further says that after her said aunt, Elva Wallace Thomas, prepared said will on the 12th day of April, 1930, up to and until she was unable to talk, she was asking and requesting her said husband to have said will duly executed, and was desirous that this plaintiff would receive a part of her estate, as provided in said will.

"Plaintiff further says that after plaintiff's said aunt died, the said defendant, Edgar Thomas, cut the names of the said witnesses off of said will of the said Elva Wallace Thomas, after which he went to said witnesses and told them not to say anything about said will; that they would not lose anything if they did not tell anyone about said will; that said defendant, Edgar Thomas, also informed said witnesses that he would treat this plaintiff right if said will was not mentioned by said witnesses.

"Plaintiff further says that the said defendant, Edgar Thomas, knew at all times that his wife was asking him to get her said will duly witnessed and executed, and he was promising her that he would have said will duly executed; that if his said wife died intestate that he would inherit all of her property, both real and personal.

"Plaintiff further says that the defendant, Edgar Thomas, failed and refused to tender said will for probate and was appointed and qualified as administrator of said estate on the 24th day of April, 1930, and is still acting as administrator of said estate. That thereafter, to wit, on or about the 19th day of May, 1930, this plaintiff filed a petition in the Vigo Circuit Court, Probate Division, asking that said defendant, Edgar Thomas, produce said will in court; that the court issued a citation requiring the said defendant, Edgar Thomas, to produce said will, and on May 23, 1930, said defendant, Edgar Thomas, did produce said will in open court and filed his objections to the probate thereof. That said plaintiff duly offered said will for probate, with proof of its due execution. That thereafter, to wit, on June 10, 1930, the defendant, Edgar Thomas, filed his complaint to resist the probate of said will; that upon the trial of said objections to the probate of said will, . . . the said will was refused of probate. . . .

"Plaintiff further alleges that by reason of the aforesaid acts of the defendant, Edgar Thomas, as herein alleged, in fraudulently failing to have said will duly executed, and in preventing his said wife from having the said will duly executed, by reason of her confidence in him and relying upon him carrying out his said promises, the said Edgar Thomas now holds in trust for this plaintiff all that part of the real estate that would have come to this plaintiff by said will had said will been duly executed.

"Plaintiff further says that because of the acts of the...

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