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Nelson v. Nelson
513 P.2d 1011
Utah
1973
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*1 513 P.2d 1011 for that its discretion of cannot substitute court, ruling will be sus- the trial whose Administrator of the NELSON, Nels A. tained, clearly indicated that it unless it De Estate Homer Nelson, ceased, Plaintiff Appellant, its abused or failed to exercise discretion. a motion will be The denial of such v. only in

deemed an such abuse of discretion V. Homer NELSON et Defendants al., and Respondents. grave suspicion is a instances where there may justice been be- have miscarried and Earline Nelson, V. Homer NELSON enlightenment cause of the lack of on vi- Cross-Plaintiffs Respondents, point, sup- tal which the new evidence will v.

ply; and the other elements attendant on Es Administrator NELSON, Nels A. K. and Teresa Nelson, tate obtaining ground a new trial on the Cross-Defendants and Appellant. newly present. discovered evidence are If No. 13100. upon there be evidence before might which reasonable men differ toas Supreme Court of Utah. whether or not the is guilty, defendant Aug. may deny trial court motion a new trial.5

The facts the affidavit neither

qualify as evidence that could diligence

reasonable have been discovered produced at trial they nor would

such as to proba render different result

ble on retrial of the There is case. no ba

sis which this court could hold that

the trial court abused its discretion. judgment court is af-

firmed.

HENRIOD, TUCKETT, ELLETT and

JJ., concur.

CROCKETT, J., concurs the result. ‍​​​‌‌‌‌​‌​​‌‌‌​‌‌‌​‌‌‌​‌‌​​‌​‌‌​​‌​​‌‌‌‌‌‌‌‌​​‌​‍Jiron, 21, 23, (1972).

5. State v. 27 Utah 2d 492 P.2d 983 *2 Smoot, for City,

A. Park Salt Lake plaintiff appellant. and Frandsen, Bryce Bry- Duane and K. ner, Price, Hоmer for V. Nelson. Diamant, Alke City, T. Salt Lake Teresa Nelson.

TUCKETT, Justice: proceedings Plaintiff filed these in the seeking annulling a decree and below setting conveyance Virgil aside H. Nelson, Nelson to himself and Teresa K. wife, joint tenants, as deed also a from Teresa K. Nelson to Nel- Homer V. Nelson, his son and Earline From wife. plaintiff appealed. an has adverse decision persons All of thе involved in this suit family. Virgil are one H. members of Teresa hus- Nelson and K. Nelson were parents band and the chil- and wife of ten herein, plaintiff dren. Neis A. appointed had been fa- administrator ther’s Homer son estate. V. Nelson was a and Teresa and one of the grantees a deed from his mother Tere- February 1968,Virgil sa. Prior to was approximately the owner of 1700 acres of «2 under her direction. рrepared by Teresa The land or County,

land in Utah. Grand purchase price of recited the The contract which were separate in three tracts was $10,000 $1,000 per payable at the rate of the same contiguous but were within payment annum and a are down land general $10. The tracts of area. 18, 1968, Thereafter, July on or about Ter- terrain, on the date above mountainous warrаnty conveying the esa executed a deed the land had prior thereto mentioned Earline, property to Homer and his wife. Teresa grazing. been used for portion In the sales of one of Lake transaction land in Salt owned other tracts of the tracts of land was reserved so as to County joint tenants. For considera- give Homer’s brothers and sisters a tract urged Virgil period had ble of time Teresa long. ISO feet wide and 2640 feet After tenancy with her of the joint create a .to acquired and his wife title to the County. lands Grand “Homestead,” he and his mortgaged wife 26, 1968, Virgil con- February On to the Farmers' Home Administration to ail- suffering from various fined his bed secure loan $22,000. in the sum of sign a day on that he decided ments but Approximately year en- County property conveying the Grand tered into the reаl estate contract with Ho- joint tenants. himself and Teresa as *3 began mer she having misgivings about the in the who lived Teresa called a woman attempted sale and persuade to Homer and public notary a neighborhood and was who his wife to reconvey the “Homestead” to and acknowl- to come to the home Nelson her so that she could convey the “Home- edge notary appear and the deed. The stead” to all of her children jointly. signed Virgil pres- in the by the deed was notary During it into ence of the who took another the summer of the sale of 1970 notary and af- the room where she as “Homestead” to Homer became known days fixed her died three to the seal. other family members of the who Virgil, Ter- disgruntled thereafter. After the death of were with the transaction. It purchase appears esa discussed Homer his of with from the record that Teresa had County property the which is the plan Grand formulated a to property recover the subject by of this suit and is referred claiming which procured that Virgil’s she had pleadings to in the record and the the as name by on the deed pro- a These trick. 27, “Homestead.” or about ceedings On Septеmber were commenced in May prepared Teresa and forwarded to Homer Virgil’s the administrator of estate River, Utah, at his home uni- filing complaint in Green seeking set aside the form real estate contract which had been During deed. testified Teresa procured Virgil’s signature that to the she on the transaction between Teresa and Ho- by placing urged deed other he in- mer it with he hаd Teresa to offer the sign respecting grazing rights tended to “Homestead” to fam- other members of the ily permit and in and that manner she concealed them to bid on Tere- from it. opinion the nature the he sa was the of document was of that other members signing. family of She testified that Homer the and also not interested was of person aware The that was proper fraud. Homer have Tеresa at variance with other out-of- inasmuch “Homestead” as he lived court near property statements made her and letters and make could use it. appears she had It prior written to the time she set that the terms of the transaction about attempting were largely to recover dictated by the “Home- Teresa and that stead” from spent drafting Homer. time considerable real setting estate contract and forth the The trial court elected to believe purchase. terms appears" It also that that testimony of concluded Teresa and purchase price arrived at in the transac- tenancy Virgil creating joint deed from tion was reasonable in view of the use to and was valid. The himself which the “Homestead” was at the time. further found real еstate contract that and entered into between Teresa Homer The relationship of parent and warranty and his wife and the child does not constitute such a confiden Teresa to his wife were valid Homer and tial relationship as presumption to create a binding upon parties. of fraud or undue influence. The evidence in this case insufficient repos show supports findings reсord the court’s al of confidence party and the re appears Virgil prior his death sulting superiority and influence on the process perfecting was in certain other party.1 There is nothing to show rights grazing water litigating also that Homer any exercised .undue influence rights, Virgil, death Tere- over Teresa. Teresa is an educated wom urged sa perfect- continue an and had taught schоol for period ing the filing appeal graz- water approximately years. ing decision. Conversations between Ho- *4 mer and Teresa led the conclusion that It should be testimony noted the Homer would be unable to continue the lit- notary public present who was at the time igation part perfect rights the water un- question in did not less property. she was owner of the Prior trickery observe any procuring Virgil’s in Bradbury Rasmussen, 378, v. 16 Utah 2d 401 P.2d 710.

84 ELLETT, (dissenting): appear

signature, it from Justice any testimony that she was unaware I dissent. the nature of the concealment of This is equity a case in cancel two being signed by Virgil. gives In such deeds. a case this court due consideration to the fact proving Plaintiff had the burden of judge saw the witnesses and heard the evi convincing proof clear and that the con dence. However we nеed not affirm his veyance Teresa was ob findings merely there is some because par tained fraud and that Homer either credible evidence to As sustain them. ticipated knowledge in the fraud or had stated in the Reynolds case of Cram et v. it. al.1 The trial court was an advan in an equity case [WJhen taged. position evaluating testimony findings clearly not, of fact are in our veracity opiniоn, the witnesses as to and the justified evidence, its by the it is weight given ‍​​​‌‌‌‌​‌​​‌‌‌​‌‌‌​‌‌‌​‌‌​​‌​‌‌​​‌​​‌‌‌‌‌‌‌‌​​‌​‍being to be to it. This a suit our duty to arrive at the conclusion we equity, duty is the of this court compelled think proof, regard- weigh law, the facts as opinion well as the but we less of the judge. of the trial only prepon reverse if clearly the evidence There is no dispute in the evidence. against findings derates trial judge trial elected not tо believe the court.2 defendant Teresa Nelson and so ruled against plaintiff. In doing so I think After a careful consideration and he erred. examination of the and other ev Virgil Homer Nelson was the husband idence reversing we find no basis of Teresa and the father of V. Homer judgment below, of the court and that de Nelson. He became a semi-invalid in 1936 Respondent cision is affirmed. is entitled per a 75 cent disability depended to costs. entirely upon his wife for his care and

comfort. She was in constant attendance CALLISTER, HENRIOD, J.,C. J., him at all during times almost one concur. third a century. Lambeth, 287, 384, (1919).

2. Givan v. 10 Utah 2d 351 1. 55 P. Utah 959; Grow, P.2d Brimhall v. Utah 2d 731; (Or.), 480 P.2d Bartlett v. Whidden 449 P.2d 850. *5 Among properties which he owned Q. you When did do it ? were some 1700acres land in the moun Monday morning, A. On February

tains which he called the Homestead. Ter long importuned esa for time hаd him to right, Q. Monday All morning. He her, joint tenancy this land with all died the 29th so this would be the last to no always avail. He said it that was to Monday that he lived ? be all children. About month That’s A. correct. before he died he made his will2 wherein he provided: “The Homestead must not he Q. right. All you Now tell us what years. sold for my At that time chil happened did and what ? dren disposed will decide how it shall be A. About the deed? of.” Yes, Q. getting, you about did whаt lawyers feared that the get getting about him sign the deed. everything probate proceedings, case of and she get Monday was determined to A. I said him that the Home- morn- stead ing, in their joint you you names as she Paw don’t think sign so better thought probate proceedings. grazing said, to avoid papers those ? And he yes.

Virgil Homer seriously Nelson became died, ill two Q. weeks before he and suffered Now what was his condition at greatly pain. A prescribed doctor that time ? pains,

medicine for his Sunday, and on right. All A. At that time he was February they subsided. On Monday He hadn’t been bedfast. out of the bed following, signature Teresa secured his Sunday since about noon. a deed secretly which' she had caused Q. you And what did as to observe prepared. testimony explains Her how it generally his ‍​​​‌‌‌‌​‌​​‌‌‌​‌‌‌​‌‌‌​‌‌​​‌​‌‌​​‌​​‌‌‌‌‌‌‌‌​​‌​‍condition at that time on accomplished: Monday? Q. you did get What do to him to very, very, very A. He was sick. sign papers? First, those let me ask Very. get And couldn’t out of bed. you, you sign help papers? did him Answer that. Q. anything Did this have to do with your talking signing pa- to him about helped sign

A. I him pers? that. comply strictly feelings particular

2. This will failed to were about land statutory provisions question. and hence not be could probate, admitted but show what He, my сatch on. So I, husband would his hand was swollen. Said, are into the how came bedroom. And his hands were face was white. says, pretty you Nelson? He stopped eating. Brother He had He was white. in and down kind Sunday good. came sat pan. night, a uri- She using the bed said, And I well thought the bed. very, very And weak and I of close to nal. maybe you sign pa- these got Poppa better Poppa going get isn’t I’ve well. signed. pers grazing right papers. that deed These now. *6 floor, him, helped put I his feet on ij/t sji % % helped sitting posture. him to a Sat drawer, my I secre- A. stood pen my in down him. hand. I With tary had that deed and drawer where I magazine, large had a magazine get may debated. If Paw does well I papers the four on first it, it. I held it This is not ever have to show to him. grazing he right pa- could see was a maybe get the last chance I’ll evеr per. signed He name at the his bottom signed signature. that deed so homestead won’t where it said He did that pen, He himself. had the I didn’t have probated. have to be help him do that. Then I turned Q. you do ? So what paper bit, that just a little And little. signed he paper I turned name. that it, put deed, inserted A. I took over, signed just and he his name a little graz- three between those sheets of higher. bit I turned that one over аnd he ing papers that I knew wanted he his name a little bit lower I sign. I had asked him before. That again. just I laid them over there and put three sheets. them in between those helped Mrs. my Christenson put husband telephone. I tele- Then to the I went his feet back lay on the bed and down Georgann phoned my neighbor, Mrs. again. papers She took the out into the her on the I told Christenson. Wilson living room table. Looked through a deed I have phone, Mrs. Christenson them, saw the guess saw, deed. I she sign no, you that like to have I would — took she the deed neighbor. over to a right you come over notarize. Could early in the morn- away? This is real To perfidy hide her she told some of her morning. she ing. Monday When On children that her finally husband had seen said, appear as now don’t over I came light voluntarily signed and had was afraid be friend. notary. I deed. On the witness stand she admitted Just notary making that acting as a the false if she was statement. grantor. Mrs. testified trial Cottam decision the a memorandum In follows: judge stated: early in the morn- She called me has made a witness

When statements, ing. under a director of the Citi- or not I am Senior false whether goI zens in Firmont Park and oath, Center very it is Court to difficult every morning. I And she or there would. determine that witnеss was was when early morning in I called me before telling the . truth. has joint dence, fraud and # Since proved by not sustained this burden therefore tenancy the Court ifc a fraud of this character must deed was not obtained clear finds and holds that said [*] and is finds that the Plaintiff ‡ valid convincing ‡ binding. proof, evi- I would come over and notarize left to band’s you today? And she good morning Brother over said, I went and she met me at the signature. go had the he’s the center and And he the bedroom. And I the bedroom. He papers So says, just Nelson. How immediately to be asked door. notarized, fine but me went hus- said, And are ill. if I’m brought weak. And she sight judge The trial seems have lost for him to notarize. And she of the fact that Teresa was a defendant feet over on the And sit- floor. had him *7 testifying against interest in her own the ting up. she And took a the book and Besides, gift matter. when is obtained papers. papers she had Now a sheaf of by superior position one in a from one who the and one was deed in with some other upon depends person, and relies such a papers and the something others were presumption gift there the arises grazing. do with But I did not read the fraud, was and the burden is obtained papers. sign- What was I—he them. presumрtion.3 the donee to rebut that ed them. ‍​​​‌‌‌‌​‌​​‌‌‌​‌‌‌​‌‌‌​‌‌​​‌​‌‌​​‌​​‌‌‌‌‌‌‌‌​​‌​‍papers. She turned the He plaintiff only proved fraud took, each one. turned and herself, the defendant but living handed them to went in me. I in addition thereto corroborated the fraud Signed my room. name. Put the seal by calling Georgina (now Christenson Cot- on them. appears tam) whose name on the deed as notary acknowledgment who took the Omegа 40, Woolley, al., Johnson, 9 Co. v. et Utah son v. Utah 2d P.2d 420 Inv. 72 337 474, (1928) ; Est., (1959). In P. re Swan’s 797 277, (1956) ; 4 Utah 2d 293 P.2d 682 John- wife, Earline, say anything to him Nelson and his with a small Q. Did Teresa immediately sign- tract 150 feet wide before or while he was reserved each other children. ing these ? your presence.

THE In COURT: $10,000 The court found that was a fair land, price paid although to be for the presence my In ? realtor had testified that it was worth your memory. And in MR. SMOOT: deed, $40,000. receiving Soоn V. me that she said some- A. Seems to $22,000. mortgaged Homer Nelson it for grazing papers. As near thing about the Teresa testified that V. Homer knew remember. But all I I can practiced get the scheme she had signature. his notarize signed by deed I am of the husband. put You him THE COURT: didn’t opinion that the deed to V. cannot under oath? regardless stand of his complicity I didn’t him under matter for grantor,' A. No oath. the reason that his Tеresa, No, forged sir. had no title under the from her husband. Immediately after the funeral of Homer Nelson the defendant V. Homer The law can be in 11 found A.L.R.3d at began mother, trying Nelson his 1076, page where the editor of an annota- deed the homestead regarding obtaining signature tion ar- wife, Earline, given him. He and had tifice or deceit stated: probate Teresa a book on how to avoid genuine signаture Where the to an in-

proceedings in Finally the courts. he en- procured strument been has artifice tered into a uniform real estate contract to deceit, or part without an intent on the purchase $10,000 acres of land for party signing to execute such an down, payable paid the balance to be at $10 instrument, the attitude of the courts has $1,000 per year the rate of withоut inter- signature been that the thereto should be est, $1,000 paid 1, January first to be forgery. treated as a years some one one-half future. my opinion finding In of the trial he,

V. Homer Nelson testified that should be that Teresa obtained the *8 wife, deed from her husband that May and Teresa the contract fraud and nullity it is July on or a mere and further that the 1968. Thereafter and about 18, 1968, warranty deed from Teresa to Homеr and gave deed cov- V. Nelson wife, Earline, is of effect ering property the Homer no force and Homestead to V.

SO I would therefore judgment reverse the cially so if representations the the de- ‍​​​‌‌‌‌​‌​​‌‌‌​‌‌‌​‌‌‌​‌‌​​‌​‌‌​​‌​​‌‌‌‌‌‌‌‌​​‌​‍of rendered and award to appellant. costs the fendant V. Homer Nelson as are true

the fairness of the contract. CROCKETT, (dissenting): Justice this, beyond But im- what is more me, portant make duе allowance for the the fact universally that it would un- is. accepted doubtedly quite rule: that fraud this be an character embarrassment for proved expose must be her to her convincing attempt- clear and ev- own avarice in idence, ing and also for the advantaged posi- property by deceiving the herself Nevertheless, tion of Moreover, her only the court. husband. direct my judgment the touching evidence so evidence clearly and the truthfulness of persuasively testimony accomplished shows her that the as to how she deceased deed, tricked signing into trickery, notary. the the is that it should that It is significant nullified. persuasive, What more clear and con- and should be that vincing anyone evidence testimony notary, would want than a disinterested grantee witness, have the of the deed un- corroborates the confess circumstances of der oath her wrongdoing signing own just as did Tere- as Teresa described it. Nelson, sa points that All due to unerringly remorse of con- evidence so science, because she had her conclusion that she deceived tricked her husband dying husband, signing she had resolved into to tell deed that I think this is a truth rectify patent wrong case say shе had done. where this court should clearly preponderates that the evidence In addition to undisputed such credit as contrary finding and substitute its testimony sworn normally given, my that of the trial court. opinion her evidence has substantial addi- credibility. tional credibility assurances of For similar Without reasons I think pursuing the detail as to what her econom- and the evidence circumstances show ic advantage having persuasively clearly would be in received the truthfulness son, property, compared having the entire her that defendant V. go re- presumably into the estate and knew or should have third, ceive it seems safe to assume known facts he should not be that it advantage be to her deemed to any advantage to have have obtained espe- procuring property. received the entire This is her to enter into contract.

Case Details

Case Name: Nelson v. Nelson
Court Name: Utah Supreme Court
Date Published: Aug 31, 1973
Citation: 513 P.2d 1011
Docket Number: 13100
Court Abbreviation: Utah
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