154 Iowa 383 | Iowa | 1912
The plaintiff was appointed guardian of John McCulley in the year 1909. Within the same year he brought this action. In July, 1911, and since the entry of this decree in the court below, John McCulley died, leaving no widow or children, but collateral heirs only. Such collateral heirs have been substituted as parties plaintiff in this action. As a matter of convenience, however, the original title of the case is permitted to stand for the purpose of this opinion. The deeds under attack were executed in July, 1901, and in June, 1905. The deed of June, 1905, was intended as a correction of supposed defects in the deeds of 1901. These deeds purported to convey to the defendant all the real estate owned by McCulley, consisting of seven hundred and forty-nine acres, reserving for himself a life estate therein. This land lay in a body partly in Henry county, and partly in Louisa county, near the town of Winfield. As to the deeds of 1901, two instruments were executed in order to cover the lands in the two counties, respectively. The deeds were deeds of gift. The method adopted was intended to avoid the necessity of testamentary disposition. McCulley was never married. At the time of the execution of the first deeds in July, 1901, he was seventy-three years old. No one was dependent upon him. No particular individual had any claim upon his bounty, except so far as his collateral relatives might base such a claim upon their relationship. He had had four brothers and sisters of the half blood, and five brothers and sisters of the full blood. All of these were dead except one brother. His associations with his nephews and nieces had been very slight. Indeed, it does not appear from this record that he had any acquaintance with the most of them. This record discloses only slight
The defendant is a church organization of which McCulley was one of the organizers forty years before, and of which he was a member. Hor many years, however, he had not attended the church, although he had contributed regularly to its support at the rate of $200 a year. The only persons with whom he had consulted concerning his plans were Young and Hannum, two elders of the church. His conference with these had its origin in their call upon him for a proposed subscription to the proposed building of a new church. After two conferences with them, he made known his purpose, which was sanctioned, and perhaps encouraged, by them. He directed them to meet him at a specified future day at the office or bank of one Lindley. Lindley was a competent lawyer and banker, with whom McCulley was in the habit of transacting his business. On the appointed day the parties met at the appointed place. This was in June, 1901. It was discovered that the cost of revenue stamps on the proposed conveyance would amount to about $60. Thereupon the proposed transaction was postponed until July 1st, because upon such date the repeal of the law requiring revenue stamps took effect. On July 1st the parties again met by appointment at Lindley’s bank. The purpose of the meeting was explained to Lindley, and he prepared the deeds, and the same were executed in his presence as notary. The deeds were delivered to the officers of the church present, and were sent for record to the respective
There is much diversity of opinion as between the expert witnesses on the respective sides as to the actual condition of the patient in 1909, and as to the inferences to be drawn from such diagonis.
Dr. Voiding testified on behalf of the plaintiff in direct examination as follows:
I made an examination of John McCulley yesterday evening out two miles from Winfield. I examined more particularly the condition of his blood vessels. I found an arteriosclerotic condition of the blood vessels, pretty well advanced, easily recognized. My judgment is that it is of a number of years’ duration, possibly as far back as fifteen years. His is what I should consider a typical case of senile dementia well advanced. His memory as to recent matters was very poor, as to matters of long standing apparently very good. Dr. Hanna was there at the time. He didn’t recognize him. He didn’t know who was President of the Hnited States or Governor of Iowa. Said he considered his land worth $45 to $50 an acre, and that he had between six hundred and seven hundred acres. Said that he had had a great number of horses in the pasture, but most of them had disappeared; that people had come there and taken them, and that he had made no effort to get them back, because it wouldn’t do any good, as he couldn’t locate the people who took them, and it would
Dr'. Stevens testified for plaintiff "in direct examination as follows:
I examined John McCulley at the hotel in Winfield July 26th of this year. It was apparent that he did not observe his surroundings, and he appeared not to appreciate completely the questions that we asked him. He missed a good many details. At one time he said it was the month of January and at another time it was December, and he didn’t know that he was in a hotel. His memory was very poor. Couldn’t tell the date of his birth, and seemed to be rather dull; his judgment being defective from the fact that he couldn’t tell who was president nor who was governor. Arterial sclerosis means that the blood vessels are increased more or less, and hardened, so that the blood can not reach the brain cells as well as it could if there were no sclerosis, and from that fact the brain must necessarily deteriorate through lack of proper nourishment. The symptoms are disinclination to take up new work of any kind, and a tendency to get along in the old channels. The patient may develop some irritability and some depression, quite a number do have depressed spells. These are only symptoms of the change, and as the disease progresses the deterioration becomes greater, and the symptoms more marked. I would think that John McCulley was insane as far back as 1905. Basing my opinion solely upon the examination I made of John McCulley in July, 1909, I would say that he was insane in the summer of 1905.
The following is a part of Dr. Stevens’ cross-examination:
Q. Don’t there with extreme old age ordinarily come an apathy, a loosening of a man’s hold on the world? A. To some extent. It is a fact there are a great many old people who are not insane who have defective memories; that is, a great many people who are within the normal class. Senile dementia is a gradual process of disease. Sclerosis of the arteries is frequently a cause. It occurs
Dr. Applegate testified for plaintiff in direct examination:
Dr. Stevens and I made an examination of Mr. Mc-Culley at the hotel in Winfield on July 26, 1909. It was in the room used as the parlor, and he was seated in a chair. We were introduced to him, and asked him a few questions, and then began the physical examination of the man. I first noticed that he was old and ansemic. By anaemic I mean that he was rather pale, his face and hands. His lips were blue, and his muscles were flabby and soft. I also noticed that his teeth were bad; that his hair was rather spare, not a great deal of it, not a great quantity of hair; that his pupil reaction was sluggish to light; that there was some tremor of the tongue and of the hands; that he was slightly deaf in the right ear; that there was a right inguinal hernia; that on his left leg, just above the ankle, there had been a bone broken, the outer bone, or fibula, the smaller bone, and that seemed rather disfigured. There were some varicose veins in the limb, and a scar denoting an injury below the knee of the left leg. His sensory system showed there was some increase in the reflex action, particularly of the legs. There was some swaying motion when he would stand erect, and, when he would stand erect with his eyes closed, he could not do so without moving to one side or the other, weaving from one side or the other. His sensation over the body generally was somewhat impaired, and there was slow response on the soles of the feet, to which we applied the instrument which we use for testing sensation, and in the test of his
On behalf of the defense two expert specialists testified to a personal examination of, the patient made in August, 1909. Dr. Littig testified in direct examination as follows:
Saw John McCulley this morning. Had a little conversation with him, and made an examination of his arteries and heart. His arteries are thickened, and the condition is one which is usually called ‘arteriosclerosis.' His arteries are slightly more than normal, not extensively. I examined the arteries at the Avrist and at the forehead
Dr. Hill testified on direct examination as follows: “I saw John McCulley on August 9, 1909, and made an examination of his arteries. I found' a moderate degree of sclerosis, I mean arterial degeneration. I concluded that he had a moderate amount of arteriosclerosis, but no more than I would expect to find in a man who is eighty-one years old.”
On cross-examination he testified:
The examination I made of John McCulley was on the 9th of August of this year, 1909. In my opinion Mr. McCulley is not of sound mind now, -and was not at the time I made the examination. At that time he was suffering from senile dementia. I did not examine his arteries with an instrument; that is an accurate way of
All the foregoing witnesses testified also in response to hypothetical questions. Each party had framed a hypothetical question which was propounded to the various witnesses. The hypothetical question presented by each party was so framed as to compel the desired answer, even from the adverse witnesses, nolens volens. We find little help from the answers of expert witnesses to the hypothetical questions. Although the plaintiff introduced some evidence in support of every alleged fact included in his hypothetical question, it is nevertheless true that many alleged facts are included therein which can not be deemed as fairly established upon this record, as will be indicated to some extent later herein. It does, however, appear from the expert evidence that in the summer of 1909 the patient was suffering to a greater or less degree from senile dementia; that this was a progressive disease; that it was due to an impoverishment of the brain, resulting from a hardening of the arteries. No delusions or hallucinations were discovered by any of the experts, nor was there any cause ascertained for the hardening of the arteries, except old age. Arterial sclerosis is said to have some prominent specific causes, as distinct from mere old age. None of these specific causes was found in the patient. There was no kidney trouble and no lesions. Upon this diagnosis the experts for the plaintiff expressed the opinion that the
We will turn now to the consideration of some of the evidence relating to the farming methods and personal habits and particular conduct of McCulley. At this point a little further history must be. stated. John McCulley was born in Ohio in November, 1827. He came with his father’s family to Iowa about the year 1838, where the father owned several hundred acres of land. The father died in 1858. John received from his father two hundred acres of land either by will or conveyance. This was the land which included the buildings, and he continued to occupy the same down to the time of his death. For a few years before his father’s death, he farmed in partnership .with his brothers. Later he farmed alone, keeping hired help. From time to time he acquired additional land in small tracts successively, paying for one before he bought another. Most of such land was purchased at $6 or $7 or $8* per acre. The last purchase was in 1899, and consisted of forty acres at a purchase price of $1,000. His sister Rebecca kept house for him until she died in. 1895. Of the seven hundred and forty-nine acres then owned by him about four hundred acres was tillable farm land, and the remainder was pasture and woodland. The evidence estimates the value of the land in 1901 at about $50 per acre. It appears, also, that the market value has increased very substantially since that time by the general rise in the price of farm lands. He raised considerable stock, including horses, cattle, and hogs. He made something of a specialty of small road horses, and kept sires and
Dawson was a witness on the trial on behalf of the plaintiff. A considerable part of the plaintiff’s hypothetical question to his expert witnesses was based upon the testimony of this witness. The direct examination was as follows:
Am sixty-one years of age. Live in Columbus Junction; a farmer. Lived on the John McCulley farm near Winfield from the fall of 1899 to 1905. John McCulley is my uncle. There is seven hundred and forty-nine acres in the whole farm. The first year I undertook to farm all of the land except forty acres. There was about four hundred acres of farm land. My three boys, John, Wally, and Noy, helped me. John and’ Noy are still living. My wife is still living, and was with me on the farm. During the first winter I was there Mr. McCulley had some stock of his own. He hauled straw for them, sometimes out of an old straw stack, that was more than a year old, and wasn’t fit for feed at all. He would sprinkle salt on it. The stock seemed to look for the salt, but didn’t eat very much of it. He also fed some fodder. Ned this all on the ground. McCulley had something like eighty head of horses, and during the winter he kept them in the stalk field. After the stalk fields- were used up he kept them in the timber pasture. He never stabled any of them or put them in a shed. He had a stallion there the first winter, and kept him in a lot where there was no cover or shed of any kind. There was a high fence around the lot. He threw some feed in there, and that was all that kept the stallion out of the mud. He fed him fodder on the ground; threw it over to him. He had a box in there and fed grain in it, and had an old kettle in there to put water in. Sometimes he would throw some corn over the fence. Q. What did he tell you he was going to do with it ? A., He led the horse out of the lot, and started down with
The first year I farmed there was in the spring of 1900. I put in some corn. He didn’t want me to plow very deep. He wanted me to plow just as shallow as I could, and said it wasn’t necessary to plow deep. I said it ought to be plowed deep enough to cover the shovel, and he said that was not necessary; that it was a waste of horse flesh. There was twenty-eight acres that he thought was good enough to plant without plowing, just to scatter the grain over the ground. I told him I didn’t think that was the best way to do, but I planted it without plowing; planted it over the old corn rows with a planter. After it was planted we harrowed it. The corn on that ground was not very good, but it was better than I expected. Efe told me it was just as well to sow oats without harrowing or cultivating, but I did not sow them that way. When I sowed them the other way, he did not say anything to me. Q. When you were cultivating your corn, what did he say to you about which way you should cultivate it? A. There was fifty-two acres he claimed was too crooked to cross it. He wanted to plow it the same way three times, but it was not too crooked to cross. He went out
He had three other stallions while I was there. Bought one at Winfield of Mr. Mills; paid $2,000 for it. He kept this stallion in the same lot as the other except the draft stallion, and we had a shed fixed for him. He put a partition through the lot. He kept them in the lot in the winter time; fed the same as the others, fodder and corn. He throwed the feed over the fence, and once in a while threw some feed in the box. His other stock were pretty thin. Some of them died. They apparently died from starvation. Q. Did you ever say anything to Mr.
The first transaction I had with MeCulley was about a bill of sale. It is on record. It was for household goods, mules, corn, hay, and a cow. That was after I lived there a short time. It was October 13, 1900. I had
The foregoing will serve as sufficiently illustrative of the evidence relied on. The record is very voluminous, and it is not practicable to include even the substance of it in an opinion. The theory of the plaintiff is that there was a marked and noticeable change in the conduct and habits of McCulley at and prior to this time. We have gone through the record with much care, and we are unable to discover therein any convincing evidence of any
Emphasis is laid upon the fact that he directed his tenant to plant corn in last year’s cornfield without'ploughing 'the same. This was acceded to by the tenant, and with better success than he had- expected. He advocated, also, shallow ploughing and the ploughing of his ground in ridges for drainage purposes; and yet it appears without dispute that this was his method! of farming thirty years ago. The same may be said of his plan to sow oats upon unploughed ground. His method of feeding his stock by throwing the grain upon the ground and into the mud was quite in keeping with the past. His usual meihod of travel was on horseback, usually riding a small pony. The fact that he should thus ride through his cornfield in search of cockleburs, and that he should carry a hoe for the purpose of cutting such cockleburs as he might discover, was not greatly indicative of‘mental aberration, if the cockleburs were “few and far between.” Throughout the tenancy of Dawson, McCulley was almost daily engaged in working about the place. At the close of the tenancy a full settlement was had between them, which involved all the stock upon the place; McCulley having previously given to Dawson a bill of sale for one-half of all the stock. "When Dawson left, eighty head of horses were
It is made to appear that after the death of his sister Rebecca in 1895 he never went to church. But it is made to appear, also, that he had been delinquent in that respect for many years prior thereto. His brother testified as a witness in behalf of the plaintiff that he had reproved him for such delinquency twenty or twenty-five years ago. His excuse was that he was not worthy of the communion service. He does not appear to have had any grievance against the church or its members, and he continued regularly in his contribution to its support. For many years he had complained of neuralgia in the head and neck. This also was his excuse for not attending church, and this, too, was his excuse for wearing a plush cap summer and winter. In 1897 he broke one bone of his left leg, the tibia. This was his excuse for wearing felt boots ever after. It is urged that the gift was preposterous in its magnitude, and was therefore unreasonable, and that this is a circumstance indicating mental unsoundness. This fact seems to have had great weight with some of the expert witnesses, although it was quite outside the realm of their special
Considerable evidence was introduced as to transactions subsequent to 1905. We will not deal with the details of these. They were not material except so far as they Plight reflect back and throw light upon conditions antedating June, 1905. These relate largely to a number of horse trades which were made by McCulley, and whereby it is alleged he was greatly cheated. These were mostly made in 1907 and 1908. Before December, 1908, all his horses except twelve or thirteen had disappeared. The horse trades which were testified to in this record do not account for their disappearance. In the fall of 1905 he had on the place '.one hundred and five horses, and ap
As we read this record in all its bearings, we are convinced beyond all fair question that the deeds in question were executed by McCulley with intelligence and deliberation, and after thorough consideration, and that they were in accord with his final and abiding wish. Whatever else he afterwards forgot, this purpose abode with him to the end. Reference has already been made to his deposition which was taken and used in -evidence in this case. It disclosed great impairment of memory and of a knowledge of present things. He could not name the President of the United States nor the Governor of Iowa nor the month of the year, but he knew his age and knew the personal events of his life and testified to them. His deposition also discloses that he knew that he had conveyed his land to the defendant, and that he still desired to stand by it.
We quote the following from his direct examination:
Q. How much land have you got, Mr. McCulley, in acres ? A. I can’t tell you, but the deeds will show it. Q. About how much ? A. Something like seven hundred acres, or a little over. Q. How long have you had that land? A. That I can’t tell you, but I have had it ever since the land was — I believe it was $7, $6 or $7 when I got it. Q. What was the last piece of land that you bought ? A. That I can’t tell you. Q. Did you buy it or was some of it given to you by your parents ? A. Oh, my parents gave me some, the start. Q. Now, do you recollect of making a deed to the United Presbyterian Church for this land, subject to your life use of it? A. I do some, I believe. Q. Do you recollect making a second deed in order to straighten up some defect in the first one? A. Well, I remember something about that, too, but not— Q. Now, how did you come to make; that is, what reason did you have, or how did you come to make this conveyance to the church? A. Well, sir, I just thought that this property I had to give it to someone or another, and I thought that
We quote also from cross-examination:
Q. What did Ed. Toung say to you about this land? A. Oh, I couldn’t tell you that, either. Q. What did he ask you to do with it? A. Why, I believe he said it was the best thing I could do, if I remember. Q. He told you to give it to the church to use as long as it was a church, didn’t he? A. Tes. Q. And that the land would stay together ? A. Tes, sir; yes. Q. All the time ? A. Tes; they was to use it to -their best advantage. Q. They were not to sell it, were they? A. No, sir. Q, Who else talked to you about this besides Ed, Toung? A. Oh, I couldn’t tell you that. Q. Quite a number of others? A. Tes, yes. Q, And they told you that the church would use the land,
We will not pursue further the details of the evidence. The foregoing must be sufficient to indicate its salient features. It is a very small part of a large record. Our conclusion is that the evidence in this record will not justify a finding of mental incompetency neither in 1901 nor in 1905. Nor can it be said upon this record that there
Our view of the evidence renders is unnecessary that we enter upon any discussion of the authorities cited in the careful briefs of counsel.
The decree entered below must be, and it is, reversed.