157 Mo. 402 | Mo. | 1900
A suit in equity was instituted by plaintiffs to have tbe defendant adjudged a trustee, bolding tbe legal title to three-fourths of tbe northeast quarter of section 8, township 43, range 15, except one-balf acre used as a graveyard, in trust for tbe use and benefit of plaintiffs, and for a partition of said lands among tbe heirs of Rachel Groff, deceased.
Tbe petition avers that on tbe 27th day of October, 1890, Elizabeth James and Rachel Groff, since deceased, and
1. William James, a brother.
2. (a) Sarah Hofmeier and (b) Polly Davis, tbe married daughters of Ann Graham, a deceased sister.
3. Lucy Raines, a sister.
4. Tbe children of Edward B. James, a deceased brother, i. e.: (a) Stephen A. James; (b) John W. James; (c) Mary Houcks; (d) Eurnace James; (e) Emma Warner, tbe daughter of Sarah James, deceased, who was a daughter of Edward B. James; (f) E. Erank James; (g) Grant James;
5. Elizabeth James, a sister.
6. Mahlon J. James, a brother.
1.' Jane Birdsong, a sister.
8. Rebecca Cheek, a sister. ..
Wherefore by reason of the premises, plaintiffs allege and charge that defendant, J. H. Groff, has been guilty of misconduct, fraud and deception, and they pray that he be adjudged to hold said real estate as trustee for the use and benefit of the plaintiffs and defendants as herein set out, and that he be divested of all interest in said land except as heir of his wife, Rachel Groff.
Planitiffs pray for general relief,
“And plaintiffs for another and further cause of action, state: That on and prior to June 16, 1896, the plaintiff, Elizabeth James and one Rachel Groff were the equitable owners as tenants in common of the northeast quarter of section 8, township 43, range 15 in Moniteau county, Missouri, except about one-half acre in the southeast corner used as a graveyard; that the legal title to said land was vested in the defendant, J. H. Groff, as trustee, as fully set forth in the first count of this petition, who held the same in trust for the use of said Elizabeth and Rachel; that on said June 16, 1896, said Rachel Groff died intestate, leaving as heirs the following persons, to-wit:
“1. William James of Oamden county, Mo., and
2. Mahlon J. James of Moniteau county, brothers.
3. Lucy Raines of Morgan county, Mo.
4. Elizabeth James, and •
5. Jane Birdsong of Moniteau county, and
6. Rebecca Cheek of Sebastian county, Arkansas.
*409 7. (1) Sarah Hofmeier and (2) Polly Davis, the daughters of Ann Graham, a deceased sister, whose residence when last heard from was at Leavenworth, Kansas.
8. The children and grandchildren of Edward B. James, a deceased brother: (1) Stephen A. James, (2) John W. James and (3) Mary Houcks of Henry county, Mo.; (4) Eurnace Jámes, (5) Martha James, (6) Grant James and (7) Docia Blankenship of Moniteau county; (8) Emma "Warner, who was the daughter of Sarah James, a deceased daughter of Edward B. James of Jasper county, Mo.; (9) E. Erank James of California; and (10) the children of Susan Walker, a deceased ■ daughter: (a) Edward Walker, (b) Lena Walker and (c) Della Walker who reside in the State of Texas.
“That said Eurnace James is of unsound mind and appears as plaintiff by his guardian, S. A. James; that said Edward, Lena and Della Walker are minors; that said parties are interested and have title to said real estate as follows: The said J. H. Groff as heir of his said wife, Eachel, she having died without any child or any other descendants in being capable of inheriting, to one-half of the undivided one-half of said land, being one-fourth of the entire tract; Elizabeth James to an undivided one-half interest and one-eighth of one-fourth, being equal to a 17-32 interest; William James, Lucy Eaines, Mahlon J. James, Jane Birdsong and Eebecca Cheek, each to an undivided 1-32 interest; Sarah Hofmeier and Polly Davis, jointly to a 1-32 interest, and separately to a 1-64 each; Stephen A. James, John W. James, Mary Houcks, Eurnace James, E. Erank James, Martha James, Grant James and Docia Blankenship and Emma Warner, each to an undivided 1-320 interest; and*410 Edward Walker, Lena Walker and Della Walker, each to 1-960.
“That no other persons except the plaintiffs and defendants have any interest in said real estate.
“That from the number and diversity of interests it is impossible to divide said land in kind among the parties interested.
“The plaintiffs pray that guardians ad litem be appointed for the infant defendants, Edward Walker, Lena Walker and Della Walker.
“That on a hearing of the canse that judgment of partition be rendered herein, and that said real estate be sold and after payment of costs and expenses that the remainder be divided among the parties interested according to their several rights and interests.”
The answer denies all fraud, concealment or trust' relation and then fully states defendant’s case as follows':
“This defendant for further answer states that on the 17 th day of September, 1869, said Elizabeth James and her sister, Rachel James, who subsequently became the wife of this defendant, became the joint owners, as vendees of their father, John James, Sr., of the east half of northeast quarter of section 8, township 43, range 15, except one-half acre in branch bottom, the deed for which is recorded in deed book 0, at page 316, and that on the 11th day of December, 1873, the said Elizabeth James and her said sister, Rachel, as ven-dees of their said father, became the joint owners of the west half of the northeast quarter of section 8, township 43, range 15, the deed for which is recorded in deed book R, page 274; and which is the same land described in the petition of the plaintiffs; [that prior to the9th day of July,1879, and in contemplation of a marriage between the said Rachel James and this defendant, it was stipulated and agreed between said Rachel James and this defendant that in consider*411 ation that tbis defendant would marry tbe said Eacbel, move on tbe farm above described, and take care of ber and provide for ber during ber life sbe would immediately convey to tbis defendant an undivided one-balf interest in said real estate; that in pursuance of said stipulation and agreement this defendant and said Eacbel were legally married to each other on tbe 9th day of July, 1879; that be moved on to said farm, cultivated tbe same and provided for ber to ber entire satisfaction up to tbe time of ber death; that some time after ■the marriage of tbis defendant to said Eacbel James, tbis defendant and bis said wife, in pursuance of said agreement, went to tbe town of High Point, before T. J. Hart, Esq., a justice of the peace for Moniteau county, for tbe purpose of having said deed executed, who informed them that be bad no suitable blanks for tbe execution of same and said deed was not then executed. Tbis defendant further states that prior to tbe 9th day of July, 1879, it was agreed and stipulated between tbis defendant and tbe said Elizabeth James, that in consideration that tbis defendant would take care of and support ber tbe said Elizabeth James during ber natural life sbe also would convey to tbis defendant ber undivided one-balf interest in said real estate; that in pursuance of said agreement tbe said Elizabeth James, accompanied by ber said sister, Eacbel, and tbis defendant, went together to tbe town of High Point, before T. J. Hart, Esq., at tbe time a justice of tbe peace of Moniteau county, for tbe purpose of having said deed executed, who informed them that be bad no suitable blanks for tbe execution of same and said deed from said Elizabeth to tbis defendant was not at that time executed. Tbis defendant further states that in pursuance -of said arrangement with said Elizabeth James, .the latter lived with tbe defendant and bis wife Eacbel, up to tbe time of tbe death of tbe latter, as one of tbe family, and has continued so to live as a member of defendant’s family*412 up to the present time, less a brief interval on the death of her sister Rachel, occasioned by no fault upon the part of this defendant; that this defendant paid all the taxes on said land since the year 1879, claimed it as his with a full knowledge and consent of his said wife, Rachel Groff, during her life and of her sister, Elizabeth, cultivated it and improved it up to the 27th day of October, 1890, and by reason of the premises states that he thereby became the equitable owner thereof.]
“This defendant further states that on the 27th day of October, 1890, the said Elizabeth James, this defendant, and his wife, Rachel Groff, conveyed said real estate by warranty, deed to one Christopher Keck for the sum of $3,200, paying in cash at the time the sum of $500 and executing his five notes for the remainder, all dated October 27th, 1890, as follows: One note for $500, payable in 12 months; one note for $500, payable in 2 years; one note for $500, payable in 3 years; one note for $500, payable in 4 years; one note for $700, payable in 5 years; all bearing interest at the rate of six per cent per annum, from the 27th of October, 1890, to be paid annually, and if the interest was not paid annually it was to become as principal and bear the same rate of interest, and all payable to Elizabeth James and Rachel Groff or order; that to secure the payment of said notes the said Christopher Keck on the said 27th day of October, 1890, executed a deed of trust on said land to "W. J. Eulks, as trustee, for the benefit of this defendant, his wife Rachel, and said Elizabeth J ames, as beneficiaries, providing, ‘That if the said parties of the first part or any one for them, shall well and truly pay off and discharge the debt and interest expressed in said notes and every part thereof, when the same becomes due and payable, according to the true tenor, date and effect of said notes, then this deed shall be void, and the property hereinbefore conveyed shall be released at the*413 cost of tbe said party of tbe first part, but should tbe said first parties fail or refuse to pay said debt or tbe said interest, or any part thereof, when tbe same or any part thereof shall become due and payable and this deed shall remain in force and tbe said party of tbe second part or in case of bis absence, death, refusal to act, or disability in any wise, tbe then acting sheriff of Moniteau county, Missouri, at tbe request of the legal bolder of tbe said notes, may proceed to sell tbe property hereinbefore described, or any part thereof, at public vendue, to tbe highest bidder, at tbe court bouse door in tbe city of California, Moniteau county, Missouri, for cash, first giving thirty days’ public notice of tbe time, terms and place of sale, and of tbe property to be sold, by advertising in some newspaper printed and published in tbe city of California, and upon such sale shall execute and deliver a deed in fee simple of tbe property sold to tbe purchaser or purchasers thereof, and receive tbe proceeds of said sale, and any statement of facts or recital by tbe said trustee in relation to tbe non-payment of tbe money securéd to be paid, tbe advertisement, sale, receipt of tbe money and tbe execution of tbe deed to tbe purchasers shall be received as -prima facie evidence of such fact, and such trustee shall out of tbe proceeds of said sale pay: first, tbe costs and expenses of executing this trust, including legal compensation to tbe trustee for bis services, and next be shall apply tbe proceeds remaining over to tbe payment of said debt and interest or so much thereof as remains unpaid, and tbe remainder, if any, shall be paid to tbe said parties of tbe first part or their legal representatives,’ which deed of trust is here shown to tbe court.
“Defendant further states that a short time subsequently to the sale of said land to said Keck, be, with bis family, including bis wife, Eacbel, and her sister, Elizabeth, removed to tbe town of West Plains, in tbe county of*414 Howell, Missouri, where be purchased property with a view of making it his permanent home; that after the maturity of the second note above described in October, 1892, and the failure of said Keck to pay the same, the said Rachel Groff and her sister, Elizabeth James, returned to Moniteau, for the purpose of collecting the same, but through the inter-meddling of Mahlon-J. James, one of the plaintiffs herein, said Keck refused 'to pay said note, and the said Rachel Groff and Elizabeth James returned to West Plains without being able to collect said note or any part thereof; that thereupon and without any solicitation, fraud, misconduct, concealment or misrepresentation upon the part of this defendant, the said Rachel Groff and Elizabeth James, for value received, transferred by indorsement on the back of said notes, signed by them, and delivered all of said notes to this defendant, who thereby became the legal owner and holder thereof; that thereupon he came to Moniteau county for the purpose of collecting said notes and failing to do so, requested said trustee, W. J. Eulks, to advertise and sell said land; that thereupon said trustee, W. J. Eulks, advertised said land in accordance with the request of this defendant and by virtue of the powers, granted him in said deed of trust, offered said land for sale on Saturday, the 7 th day of January, 1893, and this defendant being the highest and best bidder therefor became purchaser thereof at the sum of $1,000, and said land was stricken off and sold to him for that sum by' said trustee, and thereupon said trustee, W. J. Eulks, on the 7th day of January, 1893, executed to this defendant a deed for same, duly signed, sealed and acknowledged and delivered said deed to this defendant on the said 7th day of January, 1893, who on the same day filed the same for record with the recorder of deeds of Moniteau county, and the same was duly recorded in deed book No. 11 at page 193, and which deed is here shown to the court,*415 and by virtue of wbicb tbis defendant became tbe legal owner of said real estate. That on bis return to West Plains be informed bis said wife Eachel Groff, and ber sister Elizabeth James, of bis action in tbe premises and delivered to them, as tbe custodian of all bis papers, the deed executed to him by said trustee, W. J. Eulks, without any concealment, fraud, deceit or misrepresentation, and tbe said Eachel Groff and ber sister, Elizabeth James, expressed themselves as entirely satisfied with tbe action of tbe defendant in relation to said land and of tbe title acquired by him thereto. That subsequently to tbe purchase of said real estate by tbis defendant as aforesaid, be, with bis wife, Eachel, and ber sister Elizabeth James, moved back to Moniteau county, obtained possession of said land and lived thereon up to tbe death of tbis defendant’s wife Eachel in June, 1896.
“Tbis defendant further states that after bis purchase of said land at said trustee’s sale aforesaid, with the knowledge and approval -of bis wife Eachel, and ber sister Elizabeth, be made valuable and lasting improvements thereon; that be erected a comfortable dwelling bouse, smoke bouse, cellar, corn crib, wagon shed, chicken bouses, barn, bad a well of living water bored, caused to be cleared 12 acres of new land, built new fences, paid tbe taxes thereon, and incurred other numerous expenses incident to the attempts to collect said notes, aggregating tbe sum of fifteen hundred dollars, in addition to the planting of numerous shade, fruit and ornamental trees, with the view of beautifying and embellishing their home and of rendering it comfortable for himself, wife and ber sister Elizabeth, all of wbicb improvements were made on said land since bis said purchase under said deed of trust, with a full knowledge upon tbe part of bis said wife Eachel and ber sister Elizabeth; that he claimed to be tbe exclusive owner of said land and that be was making those improvements on said land while claiming to be*416 the exclusive owner thereof and without any objection upon tbeir part, and this defendant states that by reason of the promises his wife Rachel was, and the plaintiffs and his co-defendants now are, estopped from claiming any interests in said land either in their own right or as heirs of the said Rachel Groff, deceased.
“This defendant further states that in pursuance of her stipulation and agreement made with this defendant prior to July 9, 1879, on the 5th day of November, 1896, the said Elizabeth James conveyed to defendant all of her right, title and interest in and to said real estate by deed duly executed, signed, sealed, acknowledged and delivered, and which deed was filed for record in the office of the recorder of Moniteau county on the 7th day of November, 1896, and recorded, in book 14, at page 84, and which deed is here shown to this court.
“Wherefore this defendant prays that by reason of the promises, the petition of the plaintiffs should be dismissed; that they be adjudged to pay the costs of this proceeding; that the defendant go hence without day, and that he have all other proper relief.”
There was an answer for the minor heirs by their guardian ad litem, praying to have their interests protected, and a formal request by Elizabeth James to have her name stricken from the petition, signed by her attorney in fact.
The reply was in these words:
“And now comes the plaintiffs by their attorneys and for their replications to the answer of Josiah H. Groff, defendant, they deny each and every allegation in said answer except as hereinafter admitted; they admit the allegations in the answer as to those specific facts that said answer admits which are set out in the petition.
“They deny that there ever was any binding or valid contract between the defendant Groff and his late wife Rachel*417 Groff and tbe plaintiff Elizabeth James, whereby the said Groff became legally and equitably entitled to the land in controversy or that any such contract was made with either of them.
“They admit that since the commencement of this suit the defendant Groff has obtained from the plaintiff, Elizabeth James, a quitclaim deed for said lands, but they aver that said deed was obtained by fraudulent representations made by the defendant, Josiah H. Groff, and one of his sons, H. 0. Groff, at his instigation, to said Elizabeth James, and by undue influence obtained over her; that the same is wholly without consideration and is only a part of the original fraudulent scheme of said Groff to get the title of the land in his own name and leave the said Elizabeth James a pauper, and they aver that the said Elizabeth James has become so old and feeble and her mind and memory is so impaired that she has been made the dupe and victim of the fraudulent representations of the defendant Groff, who at the time had an undue influence over her, and they pray this court to assért its equity power and set aside all the pretended contract under which the defendant Groff claims title to the land in controversy and the deeds purporting to convey the land to him and that he be divested of such title by virtue thereof, and that the rights of these plaintiffs, especially the rights of the plaintiff, Elizabeth James, be protected and for all proper relief.”
The facts alleged as to the ownership of the lands and . the various Conveyances are admitted by the pleadings.
The evidence established that Elizabeth James ■ and Eachel James prior and up to July, 1879, were joint owners of the land in controversy, the same having been given to them by their father and were occupying the same as their homestead. J osiah Groff was at that time a widower with five children, the eldest of whom, a daughter, was thirteen
As charged in the petition and admitted in the answer the plaintiff Elizabeth and Mrs. Groff sold this farm to one Keclc for $3,200, receiving $500 cash and a deed of trust to secure the remainder of the purchase money. The notes for the balance were payable to Mrs. Groff and Elizabeth James. The first note for $500 was also paid at the end of the first year with interest.
The family, then consisting of defendant and his wife Rachel and Miss Elizabeth, removed to West Plains. The defendant received the purchase money belonging to his wife and Miss Elizabeth her own share.
They bought a house and lot in West Plains. Elizabeth testifies she loaned defendant $150 for that purpose, but he denies this. She held his note for $150 when this suit was commenced. Keck defaulted in the payment of the purchase money and in 1892 the defendant and the two sisters came back to Moniteau county to collect the second note and interest but failed. They returned to West Plains and the testimony shows that at Groff’s suggestion the two sisters indorsed the notes to him for collection. Thereupon Groff returned to Moniteau county, caused the trustee to advertise the land for sale and at the sale bid it in in his own name and took the deed to himself and had his bid credited on the notes. The testimony is conflicting as to the knowledge plaintiff had of the execution of the deed to Groff. She positively denies that she knew of the deed till the summer of 1894. She learned of it through Miss Duval,
On their return to the farm in 1894, Groff had a new four room house erected on the land and enlarged the barn, and dug a new well and cistern, which said improvements the chancellor found were of the value of $750. Elizabeth says she furnished $150 of the money for that purpose, and the testimony tends strongly to show she still regarded herself as a joint owner of the land, notwithstanding the deed to Groff.
The evidence tended to show very clearly that both Elizabeth and Rachel were illiterate women, with no business experience. They could neither read nor write and signed their names by their marks.
After the death of her sister, Elizabeth remained a short time on the farm but the surroundings became unpleasant and she testifies Groff ordered her to leave the premises and she went to the home of her sister-in-law, Mrs. Susan James, and remained there until October,1896, In the meantime she with her co-plaintiffs instituted this suit. After the bringing of the suit, H. Clay Groff, a son of defendant, and a lawyer, returned from Montana, and made a visit to Miss Elizabeth. She told him of her troubles and he expressed sympathy for her and offered to negotiate a settlement between her and his father.
She wanted to sell him her interest in the land, but he said he didn’t have the money and asked what she would take and she said $1,200. Olay advised her to go back and live with his father and suggested that his father should give her a bond for her support. He told her her suit was brought wrong and she could not recover. In her conversation with Olay she told him she wanted to visit her sister’s grave. She had never been to it. He got a hack and took
The circumstances attending the execution of the quitclaim deed and the bond for the support are, briefly, that defendant Groff sent his son, IT. Clay Groff, for a justice of the peace to come to his, Groff’s house. There Groff dictated the writing of the papers, a quitclaim deed from Miss Elizabeth to Groff and the bond for her support. Elizabeth said nothing further than to acknowledge the deed. "When the papers were drawn, the justice left them on the table and went home. No sureties were present and no one had signed the bond except the defendant Groff. At that time this suit was pending and neither her attorneys who represented her in this action nor her relatives or co-plaintiffs were notified of his effort to get the deed from her. She testified she did not understand the transaction. She acted under the advice of defendant’s son, and had no disinterested friend or counsel to advise her and she was not asked or afforded an opportunity to consult any one before signing the papers.
The defendant says he went to California, the county seat, and had Mr. Burke prepare the power of attorney in evidence authorizing the dismissal of the suit.
Other facts will be noted in the discussion of the case.
I. Preliminary to an investigation of the equities of the respective parties, we are called upon to determine whether a suit for partition can be maintained upon the facts disclosed in the petition and the evidence.
It will be noted that the first count in the petition is a bill in equity to have defendant declared a trustee for plaintiffs in holding the title to the lands in question. "While it has been uniformity ruled that a statutory partition could not be maintained when the defendant was in the actual adverse possession of the land sought to be partitioned (Hutson
That the evidence established that defendant took the legal title to the lands in trust for his wife and plaintiff Elizabeth James when he received the trustee’s deed thereto does not admit of discussion. .Their father had given them the land by deed in his lifetime. They had sold it to Keck and received Keck’s notes payable to them. Eor collection only they assigned these notes to defendant. He gave nothing of value for them and does not pretend he did. When the land was sold he credited the bid $1,000 on their notes. He paid nothing whatever for the land. Having used notes of his wife and her sister to pay his bid, the title he took was theirs in equity and good conscience, and from that moment he held it in trust for them until the death of his wife. Granting that his wife indorsed the note to him, a fact which was not satisfactorily shown, that alone did not reduce said note into his possession in such a manner as to convey the title thereto to him. The mere blank indorsement fell short of that express assent of the wife required by the statute. [McGuire v. Allen, 108 Mo. 403; Winn v. Riley, 151 Mo. 61.]
Having once established this relation of trustee and cestuis que trusient between defendant and his wife and her sister, the burden of showing a subsequent valid acquisition of their interests therein devolved upon defendant.
As to his wife’s share defendant was of course not a competent witness against her heirs, and the testimony
As to the acquiring of Elizabeth’s share by the quitclaim deed executed subsequently to the commencement of this suit, the evidence fully sustains the chancellor in holding the deed was acquired by overreaching. It. is quite obvious that this deed was obtained from this ignorant and illiterate old lady by defendant and his son by misrepresentation when she was without counsel or relatives to advise her. The scheme was well designed to obtain her patrimony by a promise of future support. It is impossible to read the testimony as to the making of this quitclaim deed without reaching the conclusion that Elizabeth James in her ignorance and lonely condition was the victim of the defendant and his son.
According to defendant’s own testimony she was so infirm that his wife in her lifetime dressed and undressed her and put her in bed. The defendant was her brother-in-law; she had nursed his children; for more than ten years she had looked to him to do the trading for the family. After the death of her sister, she was left alone and when the son of defendant came to her and offered and gave her his sympathy and finally induced her to return to the old home after the visit to her sister’s grave, and urged her to come back and advised her that her suit was improperly brought the step to the execution of the quitclaim was an easy one. She was thus without counsel induced to deed her interest in this land, amounting to 17-32 of the 160 acres, for the promise of a mere support, for the remainder of her life.
As to tbe improvements made on tbe farm by defendant. Tbe circuit court found they were worth $750 and allowed defendant that sum. Plaintiffs did not appeal from that finding and are therefore concluded by that finding so far as this appeal is concerned.
There was error in crediting tbe $750 with tbe $150 note of plaintiff Elizabeth. There was no foundation for this in tbe pleadings.
Tbe court can readily correct tbe decree so as to eliminate tbe finding as to tbe $150 note and tbe credit therefor. Tbe decree in all other respects was proper and is affirmed, but so much thereof as credits tbe $150 note on tbe allowance for improvements is reversed.
Tbe defendant will be allowed as costs on this appeal tbe docket fee of $10 but nothing for bis transcript.