153 N.W. 465 | N.D. | 1915
On April 14, 1911, Knute Amodt executed a certain warranty deed to his lands and a bill of sale of his personal property to his wife; on May 5, 1911, he executed a will whereby he devised and bequeathed the same property, real and personal, to his said wife. On May 14, 1911, he died, leaving besides his wife, aforesaid, seven children. The oldest, Inga, who is married, brings this action, setting up the aforesaid facts, and claiming that the transfer of the property by the deeds and bill of sale aforesaid, and the execution of the will, were pursuant to an oral agreement had between the father and mother and children, that said property be transferred to the mother with the understanding and agreement that she “would lawfully distribute his property among his heirs, according to the rule of succession.” That the purpose of said Knute Amodt in making said transfers and in preparing and executing the will was to save his estate the cost of the probate court. The mother answers, admits that the execution of the deeds and'bill of sale were without consideration, and disclaims any claim thereunder. She does, however, claim under the will, and denies that it was made pursuant to any agreement that she would distribute said property among the heirs, but alleges that she is the absolute owner of the property. Upon the trial of the action, the mother was called for cross-examination, and testified that her husband had been sick about six months before his death. That she knew nothing of the deeds or bill of sale.
She testifies:
Q. Did you say that he made a testament in regard to his property ?
A. Yes. It was — he left everything to me and says I shall divide it myself.
Q. That is, he made a writing in regard to his property that you call a testament?
A. Yes. He said how he wanted it. . . .
Q. Now, was your husband in bed at that time he told what he wanted to go into this testament?
Q. And was Mr. Thompson there at the time when he wrote this testament, as you call it ?
A. Yes. He was in the room with Knute, and I was not asked about anything. Just told him to state it just the way he wanted it.
Q. Was there anybody else there beside Mr. Thompson at the time he — at the time it was written ?
A. Yes, it was Hans Eikness and Conrad and Emil Jonsgaard and a boy that worked for us.
Q. And did Mr. Thompson write this writing up at that time?'
A. Yes, he did.
Q. And after it was written up do you know if anyone signed it?'
A. Yes, the witnesses.
Q. Did your husband also sign it ?
A. He could not write, but made a cross; that was good enough.
Q. After this writing was made, what was done with it, if you know ?
A. Knute said that Otis Thompson should keep it for us in his. safe. That was all that was .said and all the children were satisfied with it. . . .
Q. Do you know when it was that this writing was made?
A. No, I do not remember. It was some weeks before he died.. I can’t remember it. . . .
Q. Now, at the time when he made this writing, did he say anything about why he made this — what he made this writing for ?
A. He said he did it because he wanted me to have it undisturbed.
Q. At the time that he made that writing, did he say anything, about making it to save the costs of administration ?
'A. I did not hear that, — Otis will know about that; he heard it and I didn’t, — he did it for the purpose that there should not be any strife about it.
Q. At the time that he made this writing did he say anything about turning the property over to you for you to distribute, instead of the.court; at the time that he made this writing did he say anything: that you divide this property instead of the court?
Q. Wbat did you bear bim say about dividing up tbe property instead of tbe.court?
A. I did not bear anything about that. I suppose it is in the-testament.
Q. Did you bear bim say anything about your dividing up tbe property among tbe children?
A. No, be said nothing about that.
Q. Well, wbat did you mean when you testified that tbe property was given to you for you to divide tbe property up among tbe heirs?
A. Well, then, can’t I have it until I get ready to divide myself?- . . . I can do it then when I am in a place to do it.
Q. You understood that you were to divide up tbe property; but that you might make tbe division when you saw fit ?
A. Yes, I think it was so. . . . He owned wbat be bad, and-when be gave it to me then I supposed it would be mine.
Q. But when you took tbe property you understood that some time-you would have to divide it up among tbe children?
A. Yes, I understood that; when Holler came out, I said she was-to be tbe first one to have hers; but we were so much in debt that this year bad to be taken care of first.
Q. And you took tbe property for tbe purpose of dividing it up afterwards at some time ?
A. That is bow I understood it.
Q. And you got that understanding you bad from what you beard your husband say?
A. Yes, that is bow I understood it. And be understood that I was tbe first one to receive it because I worked bard.
Q. And you thought in taking the property that you could divide-it up right away if you wanted to, or you could wait a while before you made tbe distribution or division?
A. No, I thought I would try to- divide it so that everybody would be satisfied, in a decent way.
Q. And you do intend to divide tbe property according to the wishes-of your husband as be told you before be died ?
A. Yes, of course, I have to divide it after a while; but we were-
Q. And in dividing it you intend to give to each of the children the share that they would have under the law?
A. Yes. That is what I thought was best.
Q. And you want to do that because your husband asked you to do that before he died?
A. Yes.
Q. And you wanted to do that because he said so at the time he made his testament?
A. Yes, I mean to divide it.
Q. And in dividing it you don’t mean to leave your daughter Inga out, do you, but you intend to give her a share also ?
A. No, that is what I said to Mr. Holler. Can’t he tell you that I said so?
Q. And your husband said he would leave his property to you this way if it was satisfactory to all of the children, did he not ?
A. Yes, everyone said “yes” to that.
Q. And the children were all consulted in regard to it, and they were all satisfied?
A. Yes, those that were home.
Q. And because the children were all satisfied, is the reason that your husband left the property that way, is it not?
A. Yes, he said that he was satisfied to have it so. And they all were agreed to have it.
Q. The children all said that it was satisfactory with them for your husband to leave the property to you, did they not?
A. Yes, I should have it just as long as I wanted it. They all said “yes” to that.
Q. Then because the children were all satisfied was the reason that jour husband left the property to jou?
A. Yes, I think it was.
Q. And that is the way — and that was the talk between you about it?
A. Yes, and was well satisfied with it. And he was glad to be ready to go Home.
Q. And you told him that you would take the property as he wanted
A. Tes, I have taken care of it, too.
Q. And the reason that you haven’t made a division before this is because of the hard years and the failure of the crops ? '
A. Tes, of course it was; for two years we did not have anything, and we had doctor bills and funeral expenses, and we had no crop, and we had to take care of the funeral expenses.
Q. Ever since your husband died the property has not been in good shape for a division, has it?
A. No, not unless we borrowed at the bank, and that would be too expensive.
Q. And as soon as the property is in shape for division you intend to divide it as your husband requested you and as it was left to you ?
A. Tes, that is the intention. The oldest she was first, that is what I said. That is what they shall have. . . .
She further testifies that all of the children were satisfied, with the exception of Inga, the oldest, this plaintiff. Other testimony was given by the witness, but we have set out the most important part. H. D. Eikness was called as a witness, and testified that he was present when the testament was written, but gave no testimony in any manner contradicting defendant. None of the other witnesses to the will were called, which is a circumstance, we think, tending to show that the testimony as given by the mother was substantially correct.
(1) The first question raised by the briefs relates to the ruling of the trial court in refusing to allow an amended complaint by striking out the reference to the deeds and bill of sale. The complaint on which the trial was had contained allegations both of the execution of the hill of sale and deeds and of the will. After defendant had been called for cross-examination, and had given the testimony aforesaid, denying all knowledge of the deed and bill of sale, plaintiff asked permission to amend the complaint by striking out all reference to the sale. Section 7478, Comp. Laws 1918, reads: “No variance between the allegation in a pleading and the proof shall be deemed material, unless it has actually misled the adverse party to his prejudice in maintaining his action or defense upon the merits. Whenever it shall
It will be noted that the utmost liberality is allowed as to amendments, "when the amendment does not change substantially the claim or defenseSuch has been the holding of this court from the earliest date. See Nashua Sav. Bank v. Lovejoy, 1 N. D. 211, 46 N. W. 411, where it is said: “It would have been within the discretion of the trial court, upon the hearing of such a motion, to have given plaintiff leave, with or without terms, to amend the summons by adding the omitted name thereto. Such discretion would not be reviewable. . . . Courts are created for the purpose of enforcing and protecting rights, not for the purpose of seizing technical and immaterial defects to defeat them. . . . Section 142 provides that ‘the court may, before or after judgment, in furtherance of justice, and on such terms as may be proper, amend any pleading, process or proeéeding by adding or striking out the name of any party, or by correcting a mistake in the name of a party, or a mistake in any other respect.’ Section 145 provides: ‘The court shall, in every stage of action, disregard an error or defect in the pleadings or proceedings which shall not affect the substantial rights of the adverse party, and no judgment shall be
See Anderson v. First Nat. Bank, 5 N. D. 80, 64 N. W. 114, where this court said: “The plaintiff asked leave to amend his complaint to conform to such proof. Such an amendment is in furtherance of justice. To refuse to allow it is an abuse of discretion. Not a single reason can be adduced to support such denial. No possible prejudice could have resulted to defendant from the granting of it. Defendant could not have been surprised to its prejudice, as it did not then and does not now dispute the fact, the allegation of which plaintiff sought to incorporate in the pleading by the proposed amendment. In denying the application for leave to amend, the court debarred the plaintiff from recovering the amount due the plaintiff from defendant. To have granted the motion would have resulted in no prejudice or injustice to defendant. The denial of it resulted in great injustice to the plaintiff. . . . We are not confronted with the question whether a party can by amendment change his cause of action from contract to tort, as the amendment proposed, while showing a conversion, would have left the complaint still standing as a complaint on contract. . . . We do not think that the proposed amendment substantially changed the nature of the plaintiff’s claim, within the meaning of § 4938, Comp. Laws, permitting courts to allow an amendment on the trial, to make the pleading conform to the proof. [Citing] Smith v. Savin, 141 N. Y. 315, 36 N. E. 338; Culp v. Steere, 47 Kan. 746, 28 Pac. 987; Spice v. Steinruck, 14 Ohio St. 213; Esch Bros. v. Home Ins. Co. 78 Iowa, 334, 16 Am. St. Rep. 443, 43 N. W. 229.” Upon rehearing, at page 89 of the said reports, the court goes further into the powers of the trial court to grant an amendment, and says: “We will assume in this discussion that defendant’s counsel is correct in his assertion that the proposed amendment showed that it was this remedy to which the plaintiff desired to resort. The mere fact that by this amendment the plaintiff sought to change his action from one at law to one in equity is by no means decisive against the power of the court to make it. Unlike a motion to amend by transmuting an equity into a law case, the granting of it does not deprive the
In Bigelow v. Draper, 6 N. D. 152, 69 N. W. 570, it is said: ''The first point urged by the defendants is that the court erred in permitting the plaintiff, after the verdict, to amend the summons, complaint, and all the proceedings by adding the name of the Northern Pacific Kailroad Company as a party plaintiff. The action was originally instituted in the name of the receivers of the company, such receivers having been appointed by the proper United States circuit court in foreclosure proceedings. . . . It is true that this amendment was not made until after verdict; but the corporation had practically been a party to the action before that time, and the amendment simply brought it formally upon the record in the case. No right of the defendants could possibly be prejudiced by such amendment. The defendants were fully heard on the two questions on which they were entitled to be heard, — the question of necessity, and the question of damages. . . . Our statute relating to amendments is very broad in its provisions. Bev. Code § 5297, Comp. Laws 1913, § 5853. If the amendment is in furtherance of justice, it may be made. To hold that the amendment we are discussing should not have been made would be to return to the highly technical and extremely rigid rules of the common law relating to procedure.”
See Finlayson v. Peterson, 11 N. D. 45, 89 N. W. 855, where the court says: “On September 28, 1897, an amended complaint was filed in the district court, which, in substance, embraced all the allegations of the first complaint, but omitted the allegation that the defendant unlawfully entered upon the land and ousted the plaintiff thereof. In the amended complaint the following facts not contained in the first complaint were, in substance, set out, viz.: That the supreme
See also Satterlund v. Beal, 12 N. D. 122, 95 N. W. 518; McLain v. Nurnberg, 16 N. D. 144, 112 N. W. 243; Webb v. Wegley, 19 N. D. 606, 125 N. W. 562, wherein it is said: “Our statute . . . permitting amendments of pleadings is very liberal in favor of such .amendments. . . . If an amendment is in furtherance of justice, it may be allowed. Trial courts are vested with a broad judicial discretion regarding the subject of the allowance of amendments, and it is firmly established that an appellate court will not interfere with the action of the trial court, except in cases of a clear abuse of discretion. . . . From the record in the case at bar we are not prepared to say that the trial court akused its discretion in permitting the amendment complained of, although no showing of cause therefor was made. The original answer, while inartistically framed, clearly shows on its
See also Barker v. More Bros. 18 N. D. 82, 118 N. W. 823, wherein it is said: “The answer is, in effect, a general denial. The record shows that there was a misunderstanding at the trial as to whether an amended answer had been served. After such misunderstanding had developed, the defendants asked leave to interpose and file an amended answer/ and leave was granted to file the same. This amendment was objected to, and the objection is still insisted on. The additional fact sought to be pleaded in the amended answer is that plaintiff assigned all his interest in the contract to them for a valuable consideration, on November 7, 1902, by an instrument absolute in terms, and that it was expressly agreed and understood between the plaintiff and these defendants at that time that the assignment was absolute in terms, and not as security. . . . On the appeal, the plaintiff’s contentions are: (1) That it was error to permit the defendants to interpose the amended answer. ... In reference to the action of the trial court in permitting an amended answer to be served, we think there was no abuse of discretion, and that the plaintiff was in no way prejudiced by the amendment. The complaint alleged that the assignment to Cooper was for security purposes only. The original answer expressly denied that there was any trust relation created by that assignment, and under that allegation and denial it would not have been error to admit proof that the assignment of November 7, 1902, was not a conditional one. However, disregarding entirely the question of the sufficiency of the original answer, we discover no reason why it was prejudicial or erroneous to permit the amendment to be filed to conform to the proof. It was not a different or new defense from that which was foreshadowed by the general denial or answer, wherein there was an express denial of any trust relation growing out of the assignment. The amended answer alleged that fact in more specific terms. The plaintiff did not ask for time to present additional evidence by reason of the amendment, and there was no showing or claim of surprise. The amendment was permissible and directly within the provisions of § 6883, Bev. Codes 1905, § 7482, Comp. Laws 1913. The amendment did not substan
This is also the holding of a long line of authorities in our sister state of South Dakota upon the identical statute, beginning with Kelsey v. Chicago & N. W. R. Co. 1 S. D. 80, 45 N. W. 204, where it is said: “The modern rule, and the generally prevailing principle to-day, is that all such amendments shall be made as may be necessary for the purpose of determining the real question or questions in controversy between the parties, and administering justice. Under the Code, the utmost liberality prevails upon the subject of amendments of pleadings. The power of a court to allow an amendment of a pleading on a trial is expressly conferred by § 4938, Comp. Laws, which is as follows: [citing statute identical with ours].”
See also the case of Miller v. Perry, 38 Iowa, 301, wherein the supreme court says: “Under the statute it is the rule to allow amendments to pleadings. To refuse is the exception. The right to amend is not an absolute unconditional one, but is to be allowed in furtherance of justice under a sound discretion. Amendments, within the limits of the statute, should always be allowed when substantial justice be thereby promoted, and they should not be refused so as to operate a denial of justice.” See also Gans v. Beasley, 4 N. D. 140, 59 N. W. 714; Kerr v. Grand Forks, 15 N. D. 294, 107 N. W. 197; Morgridge v. Stoeffer, 14 N. D. 430, 104 N. W. 1112; Rae v. Chicago & St. P. R. Co. 14 N. D. 507, 105 N. W. 721.
The case of MacLaren v. Kramar, 26 N. D. 244, 50 L.R.A.(N.S.) 714, 144 N. W. 85, is not contrary to these decisions nor the rules which we have been reciting, but under the peculiar facts in that case it was held that the amendment proposed introduced a substantially different defense. The holding in MacLaren v. Kramar is in harmony with the text stated at 31 Cyc. 452, wherein it is said: “There is a wide difference between a variance such as may be cured by an amendment, and a total failure of proof. If the divergence between allegation and proof is total, so that the cause of action or defense as proved is another than that set up in the pleading, then obviously there is no room for amendment, and a dismissal of the complaint or rejection of the defense is the only course open to the court.”
AYith the law as above outlined in mind we turn to the case at bar.
(2) Assuming, then, that the amended complaint is properly before us, we reach the consideration of whether the evidence is sufficient to sustain the finding of the trial court, that there was no understanding or agreement had between the said Knute Amodt and the defendant that the said defendant should distribute the property belonging to his heirs after his death. There is absolutely no testimony in the record excepting that of the defendant herself, and from it we learn that the father, before his death, told defendant that he left everything to her, and that she should divide it herself. That the time and circumstances under which she should divide the property were left entirely to her. That the father understood that the mother was the best one to receive it and keep it together and do the best that she could until the debts were paid. We think that an analysis of the testimony will show that the father intended to give the property outright to the mother; that he relied upon her to take care of the family with the proceeds of his estate; and as occasion required give to each child some portion of the same. It is very evident that he did not wish it immediately divided, as he could have attained this result by making such disposition in the will. There is nothing in the argument that it was willed to the mother to save expenses; the expenses were just as great in the methods chosen as though he had himself made the division. The father undoubtedly believed that owing to the mother’s age, she would not need the property a great many years. He also realized that it was for the best interests of the family that the children should be kept together, for a time at least, and that the property be used in its entirety for the support of the family and payment of the debts. The