Gilbert v. Ruggles

189 Iowa 206 | Iowa | 1920

Evans, J.

' due‘influence; ofliegaf obugation. The plaintiffs are heirs at law of George W. Gilbert, late of Jasper County. Some of their coheirs are named as defendants. The defendants Jacob and Amanda Ruggles are grantees in one of the deeds under attack. The other Ruggles defendants are the four minor children of Jacob and Amanda, and are the grantees in the other deed under attack.

George W. Gilbert was a long-time resident of Jasper County. In his more than 50 years of residence, he had acquired considerable property, comprising several hundred acres of land and city property. His family consisted of his wife a.nd seven children. His wife obtained a divorce from him in December, 1904, on the ground of desertion, alleged to have occurred in 1902. Jacob and Amanda Ruggles are husband and wife. Jacob first became a hired man to Gilbert in 1891, for a period of about one year. Some time later, and about the year 1890, he again entered the employ of Gilbert, and, except for a break of one year, continued in such employment until after the events herein involved. During such employment, he occupied the house on one of Gilbert’s farms. After the divorce, Gilbert boarded and lodged at the Ruggles home, and so continued until shortly before his death. Gilbert’s occupation consisted in the operation of his farms and in the management of a certain mill property in which he was a part owner. The record shows without dispute that, at all times prior to 1910, he had been prudent and successful in all of his business affairs.

The complaint of plaintiffs is that, on April 8, 1910, he conveyed to Jacob and Amanda Ruggles, without consideration, 100 acres of land; and that, afterwards, on April 11, 1914, he conveyed to the four youngest children of. Jacob and Amanda Euggles 100 acres of land, without consideration. It is contended that the property thus conveyed was of the value of $70,000, and that the conveyance thereof was improvident on Gilbert’s part, and the result of mental incapacity and undue influence.

At the time of the divorce, Gilbert conveyed to his wife $50,000 worth of property, including the home farm of 240 acres. The divorced wife died in 1906, intestate, and her children took her estate. Upon their application, the father was appointed administrator, and as such administered and distributed the estate among the children. He died April 6, 1918, leaving an estate of about $150,000. No other improvident act is charged against him, either in pleading or evidence, than the two conveyances already referred to.

The two conveyances complained of were not contemporaneous. It is necessary, therefore, to consider them separately.

I. We turn first to a consideration of the conveyance to Jacob and Amanda Euggles of April 8, 1910. The question of Gilbert’s mental condition will be considered in the next paragraph; in connection with the conveyance of 1914. We shall not dwell upon it at this point, further than to say that our finding on this question, as of this date, is adverse to the plaintiffs. The immediate facts attending the making of the conveyance of 1910 are of such a nature as to fully refute the complaint of plaintiffs in relation thereto.

It is made to appear that, in May, 191,4, Mrs. Anderson, one of the daughters of Gilbert, and now one of the plaintiffs, began a proceeding in the district court of Jasper County for the appointment of a guardian for her father, on the ground of mental incapacity and that he was squandering his property. These grounds were predicated upon the two conveyances now under attack. A temporary guardian was appointed eso parte, which appointment was after-wards set aside, upon motion. While this proceeding ivas pending, and in February and March, 1915, the deposition of Gilbert was taken. He ivas at that time suffering from an affection of his throat, and testified under some physical disability on account thereof. But an exhaustive examination was had, consisting of more than 300 interrogatories. The facts pertaining to this conveyance and the reasons therefor were fully gone into and stated by the witness. Such deposition was introduced in evidence herein by the defendants. From such deposition it appeared that the 100 acres conveyed to Jacob and Amanda Euggles constituted one half of a 200-acre farm, purchased jointly by Gilbert and Jacob Euggles in October, 1909, from W. E. Kingdom. The farm was purchased for $124 an acre, and settlement therefor was to be made on March 1st. The settlement was made on March 1st by Gilbert, and a deed taken from Kingdom to him. Shortly thereafter, Euggles settled with him for his share of the purchase, and Gilbert made the conveyance, pursuant to the original purchase. That the original purchase was a joint one is undisputed in the evidence. The statement of Gilbert to that effect is also corroborated by the testimony of other witnesses who had to do with the transaction, and by newspaper publication of the fact at the time. Indeed, this fact does not appear to be controverted in the argument of appellants in this court. But it is contended that no consideration was, in fact, ever paid by Jacob or Amanda Euggles for the one half thus conveyed to them. This contention is qualified with the further contention that not more than $2,000 of the consideration was paid. The deed recited a consideration paid of $12,400. This was exactly one half of the purchase price of the whole farm. If the amount thus stated was not actually paid, Gilbert had, nevertheless, a good cause of action therefor. The agreement to pay was itself sufficient consideration to support the deed as such. The remedy in such case was to enforce the payment. In an equitable sense the title of Euggles had its origin, not in the deed of April 8, 1910, but in the contract of purchase from Kingdom, in October, 1909. If it. be true, therefore, that the grantees paid only a part of the purchase price due from them, it furnishes no basis for an action to set aside the deed. We have no occasion, therefore, to consider the question of undue influence in this connection. The only result of undue influence, if any, was to induce Gilbert to join in this contract of purchase of the farm. The contract of purchase ivas an advantageous one, and he was not hurt by it. The conveyance afterwards made by him was one which he ivas under legal duty to make, and no influence could make such duty either less or more.

The large valuation of $70,000 which plaintiffs fix upon this farm is predicated upon present values, and not upon its value in 1910. The price actually paid for it at that time was $21,800. Gilbert exacted from the grantees neither more nor less than one half of such purchase price. We find, therefore, that, so far as obtaining the title from Gilbert for one half of such farm is concerned, there ivas no room for the operation of undue influence.

II. The conveyance of April 11, 1914, purports to have been made for the consideration of $1.00 and love and affection. The grantees were the four youngest children of Jacob and Amanda Ruggles, ranging in age from one year up. They were all minors. The conveyance reserved to the grantor a life estate. The 100 acres conveyed thereby ivas the other one half of the Kingdom farm. After the conveyance of April, 1910, the Ruggles moved upon this farm, and Gilbert made his home there with them. The effect of the conveyance Avas ultimately to convey the entire farm to the Ruggles family.

In the deposition of Gilbert hereinbefore referred to, he Avas fully interrogated concerning this transaction. He emphatically re-affirmed it as a gift, and stated: “I put it just Avhere I wanted to.” There is no question of the character of this conveyance as being one of gift. The question of mental incapacity or undue influence has controlling importance. So far as the question of mental incapacity goes, the principal evidence is directed to the period of Gilbert’s last illness, which covered about six mouths previous to his. death. At the time the deposition of Gilbert was taken, in 1915, he Avas suffering from an affection of the throat, Avhich Avas more or less paralyzed, and this required that his nourishment be taken through a tube. He Avas attending to his OAvn business affairs, and continued to so attend to them until a few months before his death. His deposition discloses complete familiarity Avith all his business affairs. He contested the guardianship proceeding successfully, in that, upon the eve of trial, it Avas dismissed by the plaintiffs.

There was evidence on the part of plaintiffs which fairly established the fact that the underlying cause of the defendant’s throat trouble and of his fatal illness Avas syphilitic. The contention of mental incapacity is founded largely upon this fact. It is indeed an important fact, but does not dispense Avith the necessity of proving mental incapacity in fact on the part of the patient. The evidence is very slight indeed of any abnormal mental condition on the part of Gilbert, prior to April 11, 1914. The parties in interest, as Avitnesses, testified to circumstances in April, 1914, which might be regarded as tending to prove such fact. If such evidence Avere to be deemed literally true, we could not deem it sufficient, as proof of mental incapacity. Making due alloAvance for the interest of the Avitnesses, and for the inaccuracy of the memory as to details, Ave are very clear that little Aveight can be given to it. Many disinterested witnesses were examined on both sides. Among these Ave find none aaTlo transacted any business with Gilbert up to the time of his last illness Avho discovered any lack of normal mentality.

Upon the whole record, Ave are clear that the plaintiffs have failed upon the issue of mental incapacity

„ „ auo influ- ™ oe : sift to iiiepitimate child. Was the conveyance obtained by undue influence? It is not claimed that the infant grantees exercised such influence. The charge of undue influence is predicated upon alleged adulterous relations betAveen Gilbert and.Mrs. Ruggles. Such is the skeleton in ■■ this closet. The only direct evidence of that . . fact is by one of the sons, Avho testified to his personal observations of such relations on an occasion more than 20 years prior to Gilbert’s death, and prior in time to the divorce: Other evidence in support of this charge is circumstantial, and is given in the main by the parties interested. Proof of reputation also was resorted to.- Such proof by plaintiffs assailed the general moral character of Mrs. Ruggles. It also dealt with the reputed paternity of her younger children, who are the grantees in the conveyance under consideration. Such proofs were not left uncontradicted by the defendants. Gilbert was 78 years of age at the .time of his death. Mrs Ruggles was nearly 25 years younger. She was the mother of 8 or 9 children, all born in lawful wedlock. So far as appears, she lived happily with her husband at all times. If the evidence relied on in support of the charge be deemed true, the husband could not have been ignorant of the illicit relation. Needless to say that the facts thus stated tend, of themselves, to rebut strongly such charge, and that they are not to be lightly brushed away. .Needless to say, also, that the fact of guilt should not be found, except upon most convincing evidence. The evidence of the son is indeed direct, but, in the light of the whole record, it is not convincing. We are sure that, upon this record, we should not be justified in finding that illicit relations existed between these parties.

Bastards : child bom in lawful wedlock. Needless, too, to say that the proof of reputed paternity of these children was worthless, as evidence of the fact. The child born in lawful wedlock is protected by the conclusive presumption of the law as to his paternity. To defeat these grantees upon the ground of the criminality of their páternity would be to deprive them of such legal presumption. Moreover, if there were no presumption, and if the bastardy of these children were fully proved, what then? Accepting the fact as explanatory of the gift, yet the gift itself might be deemed only a moderate discharge of a legal obligation, and a recognition of a moral responsibility which could never be fully met or expiated.

The sum of the whole case is that this decedent presented 100 acres of land to the children of the family in which he had lived for 11 years. He had 300 acres more for his own children, and other property of large value, as already indicated. Was the fact that he made such gift evidence of improvidence on his part, and did it indicate failing mental powers? We cannot say so. We reach the conclusion, therefore, that the case was rightly decided in the trial court, and the decree entered there is — Affirmed.

Weaver, G. J., Preston and Salinger, JJ., concur.