Spencer v. Spencer
Spencer v. Spencer
Opinion of the Court
Obadiah died January 12, 1902, leaving a will dated March 19, 1901, giving all his estate, after certain legacies, to his daughter, Mary Lena Spencer, which will has been duly proved.
The bill asks that the legatees and devisees under the will may be declared to be trustees for the complainants of the estate left by said Obadiah, and that they convey the same to the complainants.
To the case of Whiton v. Whiton, 4 Prob. Rep. Ann. 522, *241 is added, on page 542, a comprehensive note covering the question raised by this demurrer.
It is there stated that the weight of authority is in favor of the position that a man may make a valid agreement to dispose of his property in a particular way by will, and that such contract may be enforced in equity, after his decease, against his heirs, devisees, or personal representatives. Dicken v. McKinley, 163 Ill. 322; Newton v. Newton, 46 Minn. 35; Gall v. Gall, 64 Hun. 600, 19 N. Y. Supp. 332; Shakspeare v. Markham, 72 N. Y. 400; Carmichael v. Carmichael, 72 Mich. 85.
In Beach’s Mod. Eq. Juris. § 602, it is said: “ It is well settled that equity has jurisdiction to decree specific performance of a contract to make a will.” The theory on which courts proceed is to construe the contract to bind the property so far as to fasten a trust on it in favor of.'the promisee, and to enforce it against heirs and representatives, or others charged with notice of the trust.
There can be no difference in principle between contracts to be performed in life or at death.
While it is true that contracts of the latter class may afford opportunity for fraud, one party being dead, and that courts will therefore require strict proof both of contract and consideration; on the other hand one may secure advantages in life under a contract, with little care as to a breach at his death. The obligations of a contract, however, are the same in either case.
Like all other contracts, one of the kind before us must be supported by legal consideration.
The bill alleges that the complainant left his business, came across the continent, brought his father to see his brother, the deceased, and examined the business, at an expense of much time and money, by the request of said Obadiah and as a condition to the contract. In Wellington v. Apthorp, 145 Mass. 69, a trip to California, at request of testatrix, was held to be consideration for an agreement to leave a legacy of $5,000.
The next question is whether the contract is void under the statute of frauds.
Clearly not on demurrer, because the bill alleges a contract in writing.' But even without that, the general rule applies that when there has been part or full performance on one side the statute does not apply. Van Dyne v. Vreeland, 11 N. J. Ch. (3 Stockt.) 370; n. c. 12 N. J. Eq. (1 Beas.) 142; Davison v. Davison, 13 N. J. Eq. (2 Beas.) 246; Pflugar v. Pultz, 43 N. J. Eq. (16 Stew.) 440; Manck v. Melton, 64 Ind. 414; Kofka v. Rosicky, 41 Neb. 328; Gupton v. Gupton, 47 Mo. (6 Post) 37; Korminsky v. Korminsky, 21 N. Y. Supp. 611; Roehl v. Haumesser, 15 N. E. Rep. (Ind.) 345.
Cases are numerous which support the right to enforce such a contract by bill for specific performance or for a trust against heirs or devisees. In addition to those already cited are the following: Colby v. Colby, 30 N. Y. Supp. 677; Sutton v. Hayden, 62 Mo. (21 Post) 101; Whiton v. Whiton, 179 Ill. 32; Fogle v. St. Michael, 48 S. C. 86; Schutt v. The Missionary Society, 41 N. J. Eq. 115; Newton v. Newton, 48 N. W. Rep. (Minn.) 450; McKinnon v. McKinnon, 56 Fed. Rep. 409; Duvale v. Duvale, 35 Atl. Rep. (N. J.) 750. Ransdel v. Moore, 153 Ind. 393, citing numerous cases.
Demurrer to the bill overruled.
Reference
- Full Case Name
- Lincoln D. Spencer Et Al. vs. Edward P. Spencer Et Al.
- Cited By
- 6 cases
- Status
- Published