127 Mo. 305 | Mo. | 1895
This suit was instituted in the cir•cuit court of Ray county on the fifteenth day of December, 1891, by the heirs at law of Henry Boggess, ■deceased, to set aside two warranty deeds executed by .said Henry Boggess in his lifetime.
The first of these deeds was dated May 24, 1889, ■and purported to convey about one hundred and ninety •acres of land to his son William Yincent for life, remainder in fee to his two children, Henry P. and James K. Boggess; the second deed was dated on May 26, 1890, and purported to convey seventy-two acres of land to said Henry P. and James K. Boggess in fee .simple. Henry Boggess died on the seventh day ■of August, 1891.- At the date of the first deed Henry Boggess also conveyed to a grandson, Eli Frazier, forty
When the above.deeds were made, Henry JBoggess-had four children living, to wit: Wade Boggess, Sallie Graham, Nancy Mulnix and William Y. Boggess, and’ the following grandchildren, to wit: Alice Boggess, only child of Argyl T. Boggess, a deceased son; Ell Frazier and William H. Frazier, only children of' Margaret Frazier, a deceased daughter ; Price Boggess, William Boggess and Charles Boggess, only children of Joel Boggess, a deceased son, and the two defendants, Henry P. and James K. Boggess, sons of W. Y. Boggess.
The petition of plaintiffs, in the first count thereof, contains the following averment: “That at the time the said Henry Boggess undertook and attempted to execute said deed and convey the premises hereinbeforedescribed to said defendants, he was advanced in-years, being then about eighty-five years old, in feeble health, with greatly impaired physical and mental vigor, weak in mind and body, suffered from loss of memory and incapable of transacting his business and of comprehending the extent of his property and appreeiatingthe rights of those having claims upon his bounty; and' by reason of his advanced age and infirmity of body and impairment of mind he had not sufficient mental' capacity to make a valid deed, and the deed therefore-made, though in form and duly signed, acknowledged, and delivered, is not the deed of said Henry Boggess, deceased, and is without consideration, invalid and insufficient to pass title in the property attempted to be-conveyed from said Henry Boggess to said defendants.”
The second count in the petition for setting aside
It is also alleged in the petition that the real estate attempted to be conveyed by said two deeds was worth about $11,000, and by such transfers, if valid, he would thereby leave some of his children almost wholly, unprovided for.
The minor defendants were duly served and Dr. William F. Tates was appointed guardian ad litem.
The circuit court submitted the following issues of fact to a jury.
“1. Did Henry Boggess, at the time of the execution of the deed signed by him, dated May 24, 1889, being the deed in controversy under the first count of the petition, have sufficient mental capacity to make said deed?
“2. Did Henry Boggess in his life time make a delivery to Henry P. Boggess and James K. Boggess, or to any one for them, of the deed dated May 26, 1890, signed by Henry Boggess, being the deed in controversy under second count in the petition?
“3. If the .jury find that the deed dated May 26, 1890, and signed by Henry Boggess, was delivered to Henry P. Boggess and James K. Boggess, or to some one for them, the jury will further answer 'whether at the date of such delivery the said Henry Boggess had sufficient mental capacity to make said deed?”
And for their guidance gave them the following instructions:
“1. The court instructs the jury that the issues submitted under the first count in the plaintiffs’ petition, is whether on the twenty-fourth day of May, 1889, Henry Boggess was of sufficiently sound mind to
“2. The issue submitted to the jury, under the second count in the petition of the plaintiffs, is, first, was the deed read in evidence, dated may 26, 1890, delivered by Henry Boggess to the defendants, Henry P. Boggess or James K. Boggess or to any person for them? second, was or was not Henry Boggess of sufficiently sound mind to render Mm capable of making the deed read in evidence of that date? If the jury find that said deed dated May' 26, 1890, was not delivered to either the grantees therein named nor to any person for them, then it will not be necessary to pass upon the mental, capacity of Henry Boggess to execute the same at the date thereof, but if said deed was delivered within the meaning of the law as declared in these instructions, then, and in that event, the jury must pass on his mental capacity to make such deed on the twenty-sixth day of May, 1890.
“3. The jury are instructed that, to incapacitate a party from making a contract or execute a deed, it is not necessary to establish the existence of insanity in such a person, in its technical meaning, but they are-instructed that weakness of intellect from extreme old age, or when the same arises from great bodily infirmity, which disqualifies the party from knowing or appreciating the nature, effect or consequence of the act he is engaged in, works such a disability as to render such a contract or deed void and of no effect in law.
“4. The declarations of Henry Boggess, either before or after making the deeds in controversy, are evidence before the jury, in so far as they may throw light upon the mental condition of Henry Boggess or his feelings or affections, but they are not evidence of the truth of the matters he states; they are admitted
“5. The jury are the judges of the: credibility of the witnesses, and of the weight to be given to their testimony. In weighing the evidence, the jury should take into consideration the manner of each witness upon the stand, his relations to the case as an interested party, or otherwise, his feelings of relationship toward any party to the case, his capacity and opportunities for observing and forming an opinion, the probability or improbability of his evidence under all the evidence and surroundings, and should give to the testimony of each witness such weight as, in their judgment, it is entitled to under all the facts and circumstances in the evidence.
“6. Upon the question of whether the deed dated May 26, 1890, was delivered or not, the court instructs the jury: A delivery of a deed must be made to the grantee, or to some one for the grantee, in the lifetime of the grantor, and is complete when the grantor parts with the dominion or control over the deed with the intention that it shall take effect as his deed in favor of the grantee, and the grantee or someone for him, accepts the deed, or assumes the dominion or control over it.
“7. When the deed is turned, by the grantor, over to a third person for the: grantee, then, to constitute a delivery, the grantor must turn it over to such third person with the intent that it shall take effect in-favor of the grantee, and must part with the dominion or control 'over the deed, and the third person receiving the deed must hold it for the grantee, and beyond the right or control of the grantor.
“8. Where a deed is signed and acknowledged by the grantor, and is deposited by the grantor in some place to which the grantee has access, and from which
“9. There can not, under any circumstances, be-a delivery of a deed as long as the grantor retains any dominion or control over the deed, but where he has parted with'all dominion or control over the deed in favor of the grantee, and the grantee, or someone for him, has assumed dominion or control over the deed, then the delivery is complete, and the fact that the deed may afterward get back into the possession of the grantor does not, in such case, alter the fact that a legal delivery has been made.
“10. -Upon the question as to the mental capacity required in order to execute a valid deed, the court instructs the jury that a person who has sufficient capacity to understand the nature and character of the act he is performing, and to understand the extent and value of his property, and the situation of those who have claims upon his bounty, has capacity sufficient to-make a deed.
“11. The fact that a parent by his deed may make an unequal distribution of his property does not of itself invalidate a deed, but this fact may be considered in passing on the mental capacity, in connection with all the other evidence and surroundings.
“12. Mental capacity or incapacity need not be proved by direct testimony; but, from all the evidence, facts and circumstances, including the opinions of witnesses, the jury will determine as a matter of fa,ct whether or not Henry Boggess, deceased, at the several dates in controversy, had the mental capacity to make the said deeds, the jury are not bound to accept the
“13. The burden is upon the plaintiffs to establish the incapacity of Henry Boggess to make a deed by a preponderance of testimony.
“14. Any acts or declarations of "William V. Boggess in the way of admissions against interest, may be considered by the jury in passing upon the question of mental capacity of Henry Boggess, deceased, to make-the deed dated May 24, 1889; but such acts or declarations of said William V. Boggess in the way of admissions against his interest, can not be considered by the-jury in passing upon the issues submitted with reference to the deed dated May 26, 1890; the said William V. Boggess not being a party to said deed.
“15. The opinion of an ordinary or nonexpert, witness, as to the mental capacity of Henry Boggess to-execute the deed in controversy, is admissible in evidence, when the facts or transactions on which such opinion is based have been detailed in evidence by that witness, but the jury are not required to accept the-opinion of such witness, but may take into consideration the facts or transactions detailed by him or her, on which his or her opinion is based, and give to it such weight as in their judgment it is entitled to.”
To the giving of which instructions the defendants then and there duly excepted.
The jury responded to the issues of facts as above-submitted as follows: To first issue, “No;” to second issue, “No;” and no answer to the third issue. And the jury also returned into court the following general verdict, to wit: “We the jury, find for the plaintiffs. H. C. McClure, foreman.”
The court adopted the findings of the jury and entered a decree for plaintiffs setting aside both deeds.
I. It is insisted that the verdict of the jury was •not supported by substantial evidence. As the circuit •court was not bound by the verdict of the jury but might adopt or reject it accordingly as it conformed to •or varied from its own judgment, it will be necessary •only to consider whether the evidence is sufficient to support a decree by the court independent of the action '•of the jury.
The evidence tends to show that Henry Boggess •was a thrifty, energetic man; that, besides supporting his family, he had amassed some $15,000. He seems at all times to have had a strong attachment for his children and especially so of the children of his deceased sons and daughters. But if the testimony of his children and others who transacted business with him is to be credited by us, as it unquestionably was by the jury and the circuit judge who tried the cause, a marked and noticeable change came over him in the last years •of his life in regard to his memory. He could not remember current events and several times failed to recognize his own daughters, and, from having been a prudent man, was very careless in business matters.
The defendant William Yincent Boggess and Argyl Boggess were his youngest children and were twins. .Argyl died in January, 1887.
• The old gentleman became a great sufferer from rheumatism and for several years rarely left his home, •and required constant attention. Dr. Yates testified that the old gentleman died “not from any particular -disease; it seems to be a giving way of all the vital
Mrs. Frazier, a neighbor lady, living only a mile-distant, who had known him intimately for thirty years, visited him soon after the first deed in question was made; she was in his company from 9 o’clock in the-morning until two o’clock in the afternoon; she noticed he was very feeble and his memory was not so good as-formerly; he told her he could not remember well; he would try to tell something and leave the subject unfinished; after dinner, which was about 2 o’clock, she learned that Mr. Boggess did not know her, and om returning to his room the subject was introduced and. he said: “I thought I knew you this morning, but when I heard you talk at dinner, 1 took up an idea it was your mother. ” He never kneio her mother. He spoke to-her that day about the deeds he had made and said he-had deeded away all of his land, except the timber land down on the creek, which he said was four hundred’ acres. This tract only contained one hundred and. sixty-three acres.
At times he remembered making the deeds, but did' not seem to attach much importance to'them, for in the-fall of 1890 he told William Boggess, a grandson, if he-would come and live with him he would tear up the-deeds he had made and deed the land to him. In 1888 or 1889, he insisted to Mr. McGinnis that Mrs. Williams was a sister of his wife. She was a niece of his-wife — a fact formerly well known to him. In 1889, or 1890, he forgot all about a note for $117 he held on Thomas Frazier, and when Jackson Frazier went to pay it off he declared that he did not have such a note, and when it was found he said: “I don’t have anyreeollection of Tom getting any money from me.”’ When the money was counted out to him by Jackson Frazier, he declined to receive it, and said: “I don’t.
In 1888 or 1889, Q-eo. W. Keyes, who had known Mr. Boggess intimately since 1866, and had lived in a mile of him, and had had many business transactions with him previous to that time, went to his house and Mr. Boggess did not recognize him. In the fall of 1888, T. M. Jones, who had known Mr. Boggess intimately since 1865, met him in Richmond, and he did not know him. Mr. Jones said: “No, sir; he did not recognize me; not only that, I could not get him to recognize me by telling him who I was; did not appear he ever did know me at that time; he always had recognized me before.” In the spring of 1888, Mrs. Mulnix, his daughter, went to see him, and he failed to recognize her; she had her two youngest children with her and he insisted that they did not look like her children, did not know them at all. It had not been more than two months since he had seen them last. In June of the same year Mrs. Mulnix went to see him again, and found him alone lying on the lounge. She said: “Well, he did not seem to know me that time until I spoke to him. After I talked to him awhile, then he recognized me.” In 1889 or 1890, Mrs. Mulnix went
In 1890, his daughter, Mrs. Graham, visited him •and he failed to recognize her. In 1888 he promised to give Mrs. G-raham $300 to repair her house, and after she had returned home he thought he had given it to her, and charged it up against her in his book. And the next time she came to see him, he asked her if he had given it to her, and explained that he had entered it' up against her. This money was never given his •daughter, but sometimes he was satisfied it had been ■paid her and at another time he would say it had not. In former years he was well informed as to the value of •stock, but the last years of his life he had but little idea •as to the value of such property. In the fall of 1890 someone wanted to buy a mule from him, and he asked •$200, and the next day he remarked that he ought to have sold it, as the mule was not worth more than $90. 'The other entries in his books made about this time were no more reliable or intelligent than this one.
He had not been able to give his property to the -assessor for five or six years before his death on account •of his inability to remember what stock, money and notes he had. He would make mistakes about the number and amount of his notes, and could not give .any reliable information as to the amount of money he .had deposited in the bank. On one occasion, about •the date of the last deed in question, he ordered his ..grandson, Eli Frazier, to move off the farm known as the Argyl Boggess place. His reason for the demand was childish; at first he was persistent, yet when Mr.
These are only a few of the incidents in evidence to show his want of capacity to manage his affairs.
All of his business was transacted for three or four years previous to his death by his son Vincent, and.he often told his children that he could not attend to his business matters any more.
The evidence for the plaintiffs tends further to show that when Mr. Deacy went to his house on the twenty-fourth day of May, 1889, to write the first deed in question, he was then a very feeble and childish old man, bearing all the evidences of mental and physical decay. He was petulent and persistent in all his plans, and would listen to no suggestions' from others. He repeatedly told Mr. Deacy on that occasion that he had worked hard for what property he had and wanted his children to have the benefit of it, yet he was then attempting to deed it away from them, and when Mr. Deacy suggested that Vincent might have other children to whom he would feel just as much attached as Paris (Henry P.) and Kirby (James R.), the grantees in the deeds in suit, he remarked that Vincent would not have any more children; yet he saw Vincent’s wife every day, she was living in the house with him and was there that day. Her child was born in a little over two months from that time, but this man of such experience thought there would be no more children.
His subsequent conversations disclosed whether he understood this deed and remembered what transpired. In February, 1890, his daughter, Mrs. Graham, visited him, and, in a conversation about the deed, she asked him why he cut John out (that was the child born after
Three deeds were made May 24, 1889, the one described in the first count of the petition, the Eli Frazier deed, and a deed to Alice Boggess for seventy-two acres of land described in the second count in the petition. Two or three weeks after this he told Dr. Yates what he had done. It seems in 1873, he told Dr. Yates he intended to deed the land north of the branch to Argyl — that is the seventy-two acre tract — and the home place he would give to Yincent, excepting forty acres which he intended for Eli Frazier. The last conversation was in June, 1889, and according to Dr. Yates the exact words of Mr. Boggess were: “I made them deeds two or three weeks ago, as I told you in 1873 I would.” Alice, Paris and Kirby had all been born since that time, and Argyl had died, the home place was to be deeded to Yincent — nothing said about ' giving it to him for life — none of them were made as he said they had been, except the deed to Eli Frazier, yet he thought they had been made as he told Dr. Yates in 1873 they would be.
It seems he had no clear conception of just how the deeds were made, and it is exceedingly difficult to discover from the evidence just how many deeds he did make to this land. At times he would say they were not to be delivered until after his death, then soon he would change his mind, the deeds must be delivered and recorded, and then he would change his mind and destroy them. He promised Argyl on his deathbed
The condition of his mind was a subject frequently discussed by his children during the last three years of his life. They all agreed that on account of his physical infirmities, he could no longer get about and see to his affairs, and they were then just as positive, that his mind had so far given way as to render him incapable of attending to his business. It seems the appointment of a guardian for him was talked about more than once, but, out of consideration for his feelings, nothing was done.
On the other hand there was much evidence that he was a man of good business capacity, for one of his age, up to a short time prior to his death, and knew what he was doing.- Upon this point this court can not with confidence determine that the preponderance of this evidence is against plaintiffs. So far as we can discern from the record these witnesses are all alike credible, respectable men and women.
Under these circumstances this court must and should defer largely to the trial court. Cases of this character, cases in which the weight to be accorded to the different witnesses must largely determine the issue, have evoked from this court the rule that it would defer in such matters to the trial court. It is peculiarly appropriate that we should do so, unless the record presents some very convincing reason for varying from this usual course.
We think there was much substantial evidence to .sustain the finding of the jury and the circuit court.
II. Having reached the conclusion that there was sufficient evidence to sustain the decree, we proceed to ■consider the specific assignments of error.
The first is that there is a misjoinder of actions, in this, that plaintiffs have joined one count to set aside a deed made to William Vincent Boggess for life and his two sons in remainder to one tract of land, with another ■count which seeks to set aside a deed to the two sons of William Vincent Boggess alone, to another tract. This point of misjoinder was not raised in the circuit court by demurrer or answer nor by the motion in arrest or for new trial.
As William Vincent Boggess has not appealed, we will consider1 first whether there is a misjoinder so far as the appellants are concerned. Each count seeks to set aside a deed made by Henry Boggess; each deed conveys portions of his land to the two defendants now ■appealing; each count alleges the same ground for setting aside the deeds, to wit, because the grantor was so •old, feeble in health and impaired in mind and body, that he was incapable of transacting business, and had mot sufficient mental capacity to make a deed. The heirs at law of this alleged infirm grantor are the plaintiffs in each count.
That the two grantees now appealing bear the ■same relation to plaintiffs as to each tract is apparent.
That the bill is not multifarious as to these two-defendants now appealing, we think is very clear by our own adjudications. In Tucker v. Tucker, 29 Mo. 350, it was held that, when a husband, in anticipation of death and with a view to deprive his widow of her dower, executed as a part of the same transaction separate deeds of gift of his slaves to his children, a petition instituted by the widow against, all of the grantees-in said deeds to obtain an annulment thereof and an assignment of dower would not be multifarious because-of defendant’s distinct interests under their several deeds. In Donovan v. Dunning, 69 Mo. 436, a suit in equity was brought to set aside four deeds executed at. different dates, by a fraudulent grantor to his children, and the bill was held not multifarious. These cases-were followed and approved in Bobb v. Bobb, 76 Mo. 422. See, also, Vreeland v. Vreeland, 24 Atl. Rep.(N. J.) 551.
III. William Y. Boggess had lived with his father for several years prior to the execution of either of these deeds and had charge of his business to a large extent. Different witnesses were introduced who "testified that William Y. Boggess had stated for several years that his father was incapable of transacting ordinary business; that he did not consider the deeds that his father made to him and Eli Frazier were worth recording. When these admissions of William Yincent Boggess, who took a life estate under one of the deeds, were offered, defendants objected because the evidence was incompetent, assigning no reasons. That Yincent’s admissions of his ^father’s incapacity when he made the deed to him were competent as against him, can not be doubted. That the court only received them for that purpose is clearly indicated by his instruction limiting them as an admission against his interest in the deed to which he was a party, and not to be considered at all with reference to the other deed. Moreover, the objection was entirely too general. If defendants desired it limited to William Yincent Boggess, the objection should have been so framed. Grace v. Nesbitt, 109 Mo. 9; Babb v. Ellis, 76 Mo. 460; Schlicker v. Gordon, 19 Mo. App. 479.
IY. In the motion for new trial it is insisted the court erred in its instructions to the jury, but inasmuch as the court simply called the jury to its aid and was not bound by its verdict, we have looked to these instructions1 only for the purpose of ascertaining the theory upon which the court decided the cause. The learned counsel for appellants have not pointed out the error in any particular instruction, and from their brief we can only infer that they claim that the court erred in laying down a test by which the capacity of
“3. The jury are instructed that to incapacitate a party from making a contract or executing a deed, it is not necessary to establish the existence of insanity in such a person, in its technical meaning,, but they are instructed that weakness of intellect from extreme old age, or when the same arises from great bodily infirmity which disqualifies the party from knowing or appreciating the nature, effect or consequence of the act he is engaged in, works such a disability as to render such a contract or deed void and of no effect in law.”
“10. Upon the question as to the mental capacity required in order to execute a valid deed, the court instructs the jury that a person who has sufficient capacity to understand the nature and character of the ■ act he is performing, and to understand the extent and value of his property and the situation of those who have claims upon his bounty, has capacity sufficient to make a deed.”
Counsel, in their brief, say the true test is “the capacity to understand the nature and effect of the transaction.” We think the court required the jury to apply the test approved by counsel for defendants.
Under these instructions the jury found that Henry Boggess had not this capacity when he executed the deed of May 24, 1889, and that he.never delivered the deed executed May 26, 1890, and the circuit court, who heard the evidence and saw the witnesses, approved the finding. If the jury and judge credited plaintiff’s witnesses, there was ample evidence upon which to base their finding.
No objection is made to the declaration as to the essentials of a good delivery, nor could there be. It was in harmony with many decisions of this court.