Wolfe v. Wilsey

Decision Date27 October 1891
Docket Number291
PartiesWOLFE, ADMINISTRATOR, v. WILSEY
CourtIndiana Appellate Court

From the Floyd Circuit Court.

Judgment affirmed.

J. H Stotsenburg and E. B. Stotsenburg, for appellant.

A Dowling, for appellee.

OPINION

REINHARD, J.

On the 23d day of November, 1888, the appellee, Lottie R. Wilsey, filed in the office of the clerk of the Floyd Circuit Court a claim against the estate of appellant's decedent. This claim consisted of a written instrument, purporting to have been executed by the decedent and the appellee, and the ordinary affidavit required by the statute in the verification of claims filed against decedents' estates.

The instrument referred to is as follows:

"Article of agreement made and entered into by and between Simeon K. Wolfe and Lottie R. Wilsey, both of the city of New Albany, Floyd county, Indiana, on this first day of March, 1888, as follows, to wit: Whereas, in the year 1877, the said Lottie R. Wilsey placed in the hands of said Simeon K. Wolfe the sum of twenty-five hundred dollars, which he was to use or invest for her, and account to her for the increase; and whereas, said sum now amounts to the sum of five thousand dollars, and the said Lottie R. Wilsey has, ever since the 4th day of January, 1879, occupied the house and lot in which she now resides, being the east half of lot numbered twenty-one (21), on Upper High street, south side, between Upper Second, or Bank, street, and Upper Third street, in the city of New Albany, Floyd county, Indiana, with the understanding and agreement that she was to hold and occupy the same so long as said money in the hands of said Wolfe shall remain unaccounted for and unpaid to her, or to such person or persons as she might direct: Now, in mutual settlement, and arrangement, of all past financial transactions between us, we mutually agree, as to the future, to the following stipulations, that is to say: Said sum of five thousand dollars is to remain in his hands so long as we both shall live, and upon the death of either party said matter shall be closed up in the manner hereinafter provided, that is to say: If the said Lottie R. Wilsey shall be alive at the time of the death of the said Simeon K. Wolfe, the whole amount of said moneys remaining in his hands is to be paid to her, said amount to be ascertained by reference to the current yearly indorsements on each copy of this contract, as hereinafter provided for; but if the said Lottie R. Wilsey shall die during the lifetime of the said Simeon K. Wolfe, then and in that event the said Simeon K. Wolfe is to account for and pay the sum of twenty-five hundred dollars, which, in the event of the death of the said Lottie R. Wilsey before the death of the said Simeon K. Wolfe, is to be in full accord, satisfaction, and discharge of said fund in his hands, and all accumulations thereof, and all said funds above said sum of twenty-five hundred dollars is to be retained by him in consideration for his services in the management of said business; the said Lottie R. Wilsey is to hold and retain possession of said above-mentioned house, and half lot now occupied by her until said moneys are all accounted for and paid to her; not, however, to exceed beyond her lifetime, if she shall die before said Wolfe, or beyond the payment to her of said moneys, if said Wolfe shall die first. The rents therefor, and the accumulations on said five thousand dollars, are to be mutually settled annually, and a statement of the balance, or accrued amount, is to be indorsed on each copy of this contract, and signed by the parties, and in the event of the death of the said Simeon K. Wolfe before the death of said Lottie R. Wilsey the amount of such balance, or accumulated amount last so indorsed, shall be the amount which the legal representatives of the said Simeon K. Wolfe shall account for and pay to said Lottie R. Wilsey, one-fifth of such amount to be due and payable in one year after the death of said Wolfe, and one-fifth part in two years after such death, and the remaining three-fifths parts thereof in five years after such death. In the events provided for above, of the death of said Lottie R. Wilsey during the lifetime of the said Wolfe, in which he is to pay the sum of twenty-five hundred dollars only in full of said liability on account of said funds in his hands, it is agreed that he shall pay out the same as follows: First. Any sum, at his discretion, between six hundred dollars and one thousand dollars he is to pay for funeral and other expenses and charges against her, a burial lot and a monument, such as he shall see proper to cause to be erected over her grave, and the residue of said twenty-five hundred dollars he is to pay as follows: To Ed Wilsey and Eva Wilsey, children of her brother David Wilsey, now of Scotland county, Missouri, each one-sixth part; to Mary Louisa Carnell, Abelle and Stephen Harris Carnell, children of her sister Esther A. Carnell, now of Saratoga county, New York, each one-sixth part, and to Annie Laurie Webb and K. S. Webb, children of her sister Evaline Webb, now of Saratoga county, New York, each one-sixth part; provided, however, that such payments to such nieces and nephews of said Lottie R. Wilsey are not to be due and payable until the expiration of five years after her death; and provided, further, that the said Lottie R. Wilsey may at any time charge the beneficiaries of said trust by indorsement on each copy of this contract; and if so charged, at any time, the said Simeon K. Wolfe shall make such payments to such person or persons as she may so direct and designate in such indorsement at the time above designated. And it [is] agreed that if said Wolfe shall die before the death of said Lottie R. Wilsey, that during the time after such Wolfe's death and the payments of such money to her, she shall, if she should desire to occupy the said house and lot herself, have the same free of rent until such payment be made in full.

"In witness whereof we hereunto set our hands and seals in duplicate, this day and year aforesaid.

"[SEAL.] S. K. WOLFE.

"[SEAL.] LOTTIE R. WILSEY."

The affidavit attached to said instrument was as follows:

"STATE OF INDIANA,

FLOYD COUNTY.

SCT.

"Lottie R. Wilsey, being sworn, on oath says that the account and written contract hereto attached, after deducting all credits, set-offs, and deductions to which the estate is entitled, is justly due from the estate of Simeon K. Wolfe, deceased, and is wholly unpaid, and further sayeth not.

(Signed) "LOTTIE R. WILSEY.

"Subscribed and sworn to before me this 23d day of November, 1888. HENRY R. W. MEYER,

"Clerk Floyd Circuit Court."

At that time the terms of the Floyd Circuit Court were held in February, May, September and November. The claim seems to have been placed upon the appearance docket at the time of filing, and allowed to pass over the February term to the May term, when it was entered upon the issue docket.

At the May term, 1889, the record shows that the following was filed, omitting the title:

"The defendant moves the court to dismiss the claimant's alleged proceeding herein, for the reason that no statement whatever has been filed at any time in the office of the clerk of this court, in which the said estate is pending, as required by the statute in such case made and provided.

"STOTSENBURG AND SON,

"Atty's for said Adm'r."

This motion was overruled, and an exception taken by the appellant.

The record further shows that on the 20th day of June, 1889, during vacation, the following paper was filed by the appellee:

"Lottie R. Wilsey v. Edward W. Wolfe, Adm'r of the Estate of Simeon K. Wolfe, Deceased.

"In the Floyd Circuit Court.

"State of Indiana, County of Floyd, ss.:

"Edward W. Wolfe, administrator of the estate of Simeon K. Wolfe, deceased, in account with Lottie R. Wilsey, Dr. To amount due her upon agreement in writing executed by the said decedent and the said claimant, a copy of which is herewith filed, marked 'A,' and made part hereof:

"Interest on $ 5,000 from March 1, 1888, to Nov.

19, 1888, being the date of the death of said

Wolfe

$ 215 00

"Amount due November 19, being one year after

death of said Wolfe

1,000 00

"Amount due November 19, 1890, being two years

after death of said Wolfe

1,000 00

"Amount due November 19, '93, being five years

after death of said Wolfe

3,000 00

$ 5,215 00

"Cr.--By rent of house referred to in said agreement

from November 4, '88, to November 19, '88,

the date of the death of said Wolfe

$ 7 50

"By rebate of interest on $ 1,000 from date of allowance

to November 19, '89

"By rebate of interest on $ 1,000 from date of allowance

to November 19, 1890

"By rebate of interest on $ 3,000 from date of allowance

to November 19, 1893

"A. DOWLING,

"Att'y for Claimant."

To which was attached the following affidavit:

"Lottie R. Wilsey, who is the claimant named in the foregoing statement, being duly sworn, on her oath says that the above claim, amounting to $ 5,207.50, less the rebate of interest required by the statute in such cases provided, after deducting all credits, set-offs and deductions to which the said estate is entitled, is justly due and wholly unpaid.

(Signed) "LOTTIE R. WILSEY.

"Subscribed and sworn to before me, this 20th day of June, 1889. (Signed) HENRY R. W. MEYER, Clerk."

"Exhibit A," referred to in the foregoing statement, is the agreement which forms the foundation of the claim filed in the first instance.

The record further shows that at the September term, 1889, of the court, the following proceedings were had in this cause (omitting the title): "Come now the parties by their attorneys, and the plaintiff files an amended claim, which reads as...

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