This suit was instituted in 1870, at the October term of the circuit court of St. Louis. It was tried at the October term, 1873, before Judge Lindley, and the petition was dismissed, and a decree made to that effect. A motion for rehearing during that term was overruled at the June term, 1874. At the general term of said circuit court, held during the same month, this decree at the special term was affirmed and appeal taken by the plaintiffs. The object of the suit was to have a deed which had been executed by Sarah Patton on the 17th of January, 1866, set aside, and declared of no validity. The nominal plaintiff's are her trustees in a marriage settlement, made subsequent to her marriage with Thos. J. L. Ranken. The grounds upon which the petition seeks to set aside this deed are “ willful, material and fraudulent misrepresentations, and by exercising undue influence over and by compulsion,” on the part of the grantees. These grantees, defendants in this suit, were two aunts of the real plaintiff', Sarah.
Before proceeding to state the proofs upon which the specific allegations of the petition are based, the questions at issue will be better understood by a brief history of the origin of the property in dispute, and of the relations of all the pai’ties to it. Robert Ranken, a native of Ireland, emigrated to this country in early life, and accumulated a large estate in St. Louis. He died in 1849, without children and intestate. The only brother he had in the United States was David Rankin, a naturalized citizen, who lived in Philadelphia, and who claimed and obtained possession of the entire estate, as sole heir, his brothers and sisters being aliens. The two brothers, Robert and David, had a sister, Mary, living in Ireland, who had, by her husband, Joseph Patton, five children—all born in Ireland, viz: Marcus, Mary, Hugh, Sarah and Thomas R. One of the children of Marcus is plaintiff' in this suit, and Mary and Sarah, her aunts, are the persons to whom was made the deed, now sought to be avoided, and Thomas R. Patton is their
The plaintiff was, as before stated, taken to Ireland by her father when seven years old, and placed under the care of her grandmother and aunts, in 1849. They lived at a place called Orindle Cottage, Londonderry county, where she was sent to school in the village until 1859, when she was sent to boarding school. Her treatment by her aunts during this period, is a subject which occupies a large space in this record of five hundred pages of printed matter, but in our view is immaterial. It seems that during the lifetime of David Ranken, his title to the estate of his brother Robert had been a subject of discussion, and the claims of .the two children of Marcus Patton, who were born in the United States, had been called to his attention. Thos. R. Patton, the uncle of these children, was engaged in business with his uncle, David Ranken, at the time of the death of Ranken, and was apprised of these claims. Therefore, on the death of David Ranken, who had moved to St. Louis
EXHIBIT NO. 44.—WM. MARCUS PATTON TO MARY PATTON.
Philadelphia, August 4th, 1865.
Dear Aunt-I take the time to send you a few lines •to let you know that I am married since the 28th of November last. I do not know if it suits your ideas, but I have no reason to complain whatever. She has been ex-' tremely kind to me when I was very sick, but I am quite well again. I am also sorry to state to you about the death of uncle Hugh. I sujiose sister Sarah told you all when I wrote last. I cannot express to you how sorry I feel about him, I must stop on that subject, excuse me for the pre
Vm. M. Patton.
I ought to have stated to you and Aunt would have the same if Sarah would give a the same as me. I am writing to Sarah by the same mail as this goes by, and stating to her what I am doing and I think it but her duty to do the same, but you need not say I tould that I was writing to her on any subject whatever. My address to Uncle Thomas R. Patton’s store, Philad., America you know uncle’s address.
EXHIBIT NO. 45.—WM. MARCUS PATTON TO HIS AUNTS, NOV. 16, 1865.
Philadelphia, November 16th, 1865.
My dear Aunts :—I promised you soon after my last letter, the accompanying copy of Deed to you by myself and wife, deeming it necessary that it should be placed on
I remain dear aunts, your ever affectionate nephew,
¥m. Marcus Patton.
Uncle Thomas R. P. got home safe from St. Louis, and is very busy at the books.
EXHIBIT NO. 33.—THOMAS R. PATTON TO HIS SISTERS, DEC.' 22d, 1865.
Philada., Dee. 22d, 1865.
My Dear Sisters :•—This will be handed to you by my niece, Sarah Patton. It is accompanied by a document prepared for her at her request by her brother here, through Mr. Hood, the nature of which she will communicate to you herself. The expense of consummating it should be paid for by you. I received your kind letter of the 6th inst.; was glad to find you so well; I regret, however, to learn that mother is so feeble, I trust she will recover from this attack of her old complaint. I am much hurried but will write you by Monday’s mail. Wishing you all many happy returns of this joyful season,
I remain your affectionate brother,
Thomas R. Patton.
From T. R. Patton, May 25,1865.—Important Counseling. —Taking advice of Aunts.
Phila., May 25th, 1865.
My Dear Niece :—Your polite and kind letter of the 20th ult., found me at home. I do anticipate being absent a good portion of the summer. However your letters will promptly reach me. In the absence of letters from my sisters your letter was doubly welcome, as it conveyed to me the glad intelligence that they, with mother and yourself, were in the enjoyment of good health. I was also pleased to learn that you have so recently met with your aunt Mary
My supervision over your interests has secured for you a comfortable estate. Now having reached your majority, I sincerely hope and trust and believe, that you will take a respectable, creditable and dignified position, and that in matrimony you will not madly through yourself away, but place yourself socially in a position equal at least, if not better than any of your friends or relatives. I have such confidence in you that Ilook for no disappointment in these respects. You shall have my approval and encouragement in such a union. You may consult me with confidence. You shall always have my candid views in that respect, as well as everything else pertaining to your welfare, now and in the future. Out of respect to yourself, your Aunts should be consulted even about your most trifling matters, and their approbation secured. You will feel much the better for it both now and hereafter. Their experience through life will be of vast advantage to you in shaping your course for the future. "With sincere and affectionate regard, I am truly yours, &c.,
Thos. R. Patton.
T. H. Patton, Nov. 14, ’65. Cannot advise concerning assignment.
Philadelphia, Nov. 14, 1865.
My Bear Niece:—I am honored by the receipt of your esteemed favors of June, July and Sept., I have been quite remiss in not sooner replying to them. Such kind letters, which I am always delighted to get from you, deserve more promptness. It is needless for me to ask you to excuse me, for I know you will chearfully, knowing that I am hurried with business. I was pleased to know that you were with your Aunt and Grandma at the salt water, and that you received so much benefit from it; also, particularly so, to find you again at Crindle Cottage, my once happy and chearful home. Now my dear Sarah let your experience of
Thomas R. Patton.
Miss Sarah Patton, Jr.—private.
EXHIBIT NO. 11.—S. PATTON TO MARCUS PATTON, SEPT. 27, 1865.
Crindle Cottage, September 27, 1865.
My Dear Brother:—I received your very kind letter yesterday morning, and was glad to hear you was so much better, and being at Cape May would do you a great deal of good. I have made up my mind, as you say Uncle would give you no advice; so it must be quite right when he neither said with or against it, so you may send the paper you spoke of, and be sure to address it to Miss Patton, Junr., Crindle Cottage, Myroe, Londonderry. Aunt May will get it and also my letters, as I am not sure whether I am to return to Rockfield, but I think when I go it will be
Remember you are not to write those two letters you have promised. Please give my love to Martha, and I will be very glad to hear from her. S. P.
EXHIBIT NO. 12.—S. PATTON TO T. R. PATTON, SEPT. 17, 1865.
Crindle Cottage, Sept. 17, 1865.
My Dear Uncle :—I have been here nearly two weeks. Before that I was two other weeks at Portrush, with Grand-mamma, my Aunt Sarah; our time passed very pleasantly. Grandmamma is in her usual, able to rise every morning a little after seven, and my Aunt Sarah is much better of being at the shore. They were six weeks there. She has improved more for the last fortnight than she did all the rest of the time, and is now a great deal better since she came home. Aunt Mary is to go soon to the shore; I think it will be to Portrush. Aunt Sarah and I are look
Sarai-i Patton.
EXHIBIT NO. 14.—SARAH PATTON TO T. R. PATTON, JAN. 19, 1866.
Crindle Cottage, Myroe, Jan. 19, 1866.
My Dear Uncle:—I inclose this in the inside of the pa
EXHIBIT NO. 15.—SARAH PATTON TO MARCUS PATTON, JANUARY 16, 1866.
Crindle Cottage, Myroe, Jan. 16, 1866.
My Dearest Brother :•—I have great pleasure in answer-dug your long expected letter. Aunt Sarah and I were away at Lisboy for a week, another at New Park; also, one at Dr. McElroy’s, three weeks in all, but we had a very pleasant time among our friends, we were at a good many parties, dancing was our principal amusement, and on my return I got your letter, also the paper. I was very sorry to hear by the letter of the death of your little daughter
“ B ” all your friends over the mountain are asking for you, also for Martha they are all well and desired to be remembered to you. Jane Patton was in a little while last night, and she had a letter from Alexander in the morning. Both he and Robert were quite well. Alexander will be finished this winter. The family are all well at home. I got nothing new in the way of work except a cover for aunt Mary, she gave me the wool to do it with. I have a good deal of sewing to do before I join fancy work again. I have to write to uncle so I must conclude this with best love to Martha, accept the same yourself. Believe me my dear brother ever your attached Sister Patton.
All here send their love to you and Martha. S. P.
EXHIBIT NO. 16.—S. PATTON TO T. R. PATTON, MARCH 8th, 1866.
Crindle Cottage Myroe, March 8th, 1866.
My Dear Uncle:—Your very kind and welcome letter
Sarah Patton.
EXHIBIT NO. 17.-T. R. PATTON TO S. PATTON, EBB’Y 6, 1866.
Philadelphia, February 6, 1866.
My dear Niece :—Your kind letter of the 19th ult. is just received, accompanied by your assignment to your aunts Mary and Sarah of a certain portion of your interest in the real estate and product thereof of Robert Ranken, dec’d recovered from the residuary heirs of David Ranken dec’d, since July 1, 1865. From the agreements that have from time to time been before you for consummation, and with wdiich yourself familiar I have no doubt therefore
T. IN P.
The circumstances attending the delivei'y of the deed are differently represented by the plaintiff and the aunts who are donees. We copy both statements. The plaintiff’s account is as follows :
Ans. My aunt Mary came for us to Dr. McElroy, where we were stopping, and after a tedious drive of twelve or fourteen miles we got home to Crindle between eight and ten- o’clock at night. Soon after our return the same evening, my aunt Mai’y gave me a document or paper, which she said was the deed of assignment sent by my uncle. It was then and there read in the parlor by her and myself, this parlor was at that time used as the bedroom of my aunt Sarah, who was sick, as well as for a parlor, and she said that we would go soon and execute this deed on Wednesday, which was the day on which Mr. John Campbell, who was accustomed to attend, such business would be in town.
25th Int. On the evening of your return did either of
Ans. Nothing except that it was only conveying to them what really belonged to themselves.
26th Int. Is the document now handed by the defendants, and marked exhibit No. 1, the document shown you on the night of your return from Aghadoey ?
Ans. It is the same.
The defendant Mary testified as follows : Coming forward she handed a paper to me, saying, aunt Mary and aunt Sarah accept this from me, a portion of my property. I give it the same as my brother William Marcus gave it. I give it voluntarily to you. I took the paper and looked at it. It was 'open. I correct myself. Immediately after handing me the letter (marked exhibit 33) she left the room and did not return for about fifteen minutes. She then returned and came forward to me and handed mo the paper as I have above stated, and then used the language I have described in the first part of the answer. I looked at the paper on her handing it to me. I said, “ Sarah, I do not require this, I have enough of my own.” I handed her back the paper. She said, “ Aunt accept of it, it is yours by right, though mine by law.” She then handed the paper to my sister, using the same words she did to me. My-sister said, “ Sarah I do not require it, I have enough of my own.” She said a second time, “it is yours by right, though mine by law,” and we agreed to accept of it. My mother said, “ girls, you have enough of your own,” and that is all I ever heard my mother say on the subject, up to that time or at that time. We were seated at the parlor fire and she came with the document again to me and asked me to read it, saying that she could not read it. I took the paper, and she drawing her chair close to me, I read the paper, keeping my finger under each word, as I passed, she looking on. When I had so finished the reading the paper aloud, I suggested to her to read it for herself the next day. She took the paper and laid it
The defendant, Sarah, testified: My niece, Mrs. Ran-ken, read the address of the letter, then turned her back and turned around again and handed my sister a letter, saying: “ this is for you and -Aunt Sarah, from Uncle Thomas.” She then left the room. My sister then read aloud the letter to us in her absence, and laid it up°n the mantlepiece. My niece returned after a little and came forward and handed my sister a document or deed, saying : “ Accept of this, Aunt Mary, Aunt Sarah, it is a portion of my property, same as William Marcus gave you, one-fourth to each. My sister said, “we do not require it we have enough of our own.” My sister then laid the deed down. My niece then lifted it and handed it to me, saying the same words she had said to my sister. I said I did not require it, having enough of my own. She said she knew it was ours by right, though hers by law. She asked my sister to assist her in reading the deed, and they read it together. My sister then handed her my brother’s letter, and she read it, that is the letter that was on the mantlepiece. I think I then left the room. I do not recollect anything more that happened before I left the room.
After the execution of this deed and its acknowledgment at Derry, the plaintiff returned to Crindle Cottage, but being dissatisfied with her usage there, she went to Mrs. Daugherty’s, and afterwards as a parlor boarder at Miss Mills’ school at Ballongary, where she remained till her marriage, on December 19, 1867.
The principal question in this case is whether, under the circumstances, a court of equity will allow the deed of 1866 to stand, and our conclusion, upon an examination of
All the testimony in this case leads to the conclusion that the plaintiff had no especial regard for her aunt Mary, who was the controlling spirit of the household at Criadle Cottage, her sister Sarah being mostly in infirm health. The testimony of the sisters, aunts of the plaintiff-, and grantees in this deed, upon the return of plaintiff and her aunt Sarah from Aghadoey, shows that the deed was understood by the grantor to convey property to them which of right belonged to the donees, though the donor was the legal owner. Had such a deed been prompted by motives of affection, it would not be clear that a court of equity would allow it to stand. In the case of Garvin v. Williams, 44 Mo. 476, 50 Mo. 211, the testator was a young man in the last stages of consumption, without father or mother, brothers or sisters. Gratitude to his guardian and his guardian’s wife prompted the will. The testator had no prospect of being able to enjoy the property, and he preferred that it should go to his guardian, who had been kind to him, instead of to distant relatives where the law would carry it. Net this court, upon general principles established in regard to transactions between guardian and ward, set the will aside. Here the deed was made by a young girl to two ladies, unmarried and past the middle period of life and in comfortable circumstances, who had already received a conveyance from her brother of half his estate, estimated at nearly $60,000, and by the will of David Ranken received $28,000, and a considerable sum from the estate of their brother Hugh, and were in possession of an Irish farm, sufficient to support them in the position to
The plaintiff in this case, in 1866 a young girl, living in Ireland and raised there from her infancy, could scarcely have been competent to form any judgment in regard to the justice or injustice of a law in Missouri. Nor is there any evidence in this case to show that such a question was ever presented to her for deliberation. She simply acted in conformity to the directions of her brother and uncle, in the latter of whom she had the utmost confidence. When the suggestion came from her brother, her answer was that she would be governed entirely by her uncle, and when her uncle assured her that such a conveyance would be approved by him, the conveyance was forwarded to her and she signed it. The subsequent letter of her uncle apapproves of it as nothing more than “ common honesty required.”
She had no knowledge of the amount or value of the property conveyed. She was induced to believe that common honesty required the conveyance, and as her uncle was her guardian and adviser, she implicitly followed 'his directions. Ilis letters to her previously in regard to the estate she inherited had been very indefinite, and only stated •that with economy she would be able to live respectably, and that, at all events, so long as he lived she would be provided for. Mr. Patton well knew, not the exact, but the proximate value of the property, and his reticence in regard to this, during her pupilage, might be justified as arising from the best of motives. But when' the question arose in regard to her conveying one-half of her estate, if she was competent to do this, he must have known that she was equally competent to be apprised of what she was doing, and of how much she was conveying. It was his duty, as her guardian and agent, to protect her interests, and if he supposed that “ common honesty” required her to divide with his sisters, and that she was competent to decide upon the questions of law and morals involved in
It has been suggested, however, in support of this deed of 1866, that the proofs of any undue influence or solicitation on the part of the donees, is unsatisfactory, and it may be conceded that, if we restrict this influence to direct solicitations, the position of the defendants on this point is sustained. The testimony of the plaintiff, the donor, is explicitly contradicted by the donees, but it is not denied that the donees had previously received a deed from the brother of the plaintiff, and also a long letter from him explaining the grounds upon which he acted, which we have copied, and were apprised by this letter that he would expect and urge his sister to make a similar deed. "Whether this letter was communicated to the plaintiff or not, is a matter not satisfactorily established. We have not examined this point very particularly, because our opinion is, that it is not material to an adjudication of the main question. There is no doubt that Th. R. Patton, the brother of the two grantees and the uncle of the grantor, was principally influential in procuring this conveyance, in fact that the deed was made at his suggestion, and without the least examination by the plaintiff' into the grounds upon which such a conveyance was urged upon her, and without any means furnished to her by which an intelligent examination could have been made. The only motive of the plaintiff* was to comply with the wishes of her uncle, and to gratify her aunts. The letter of her brother to her aunts, if communicated, contained material misrepresentations of the history of her title. That was the result of a compromise, and not the judicial establishment of her claim to one-half of the estate of Robert Ranlcen, upon the ground of her nativity in the United States, and the conveyance of one-half of her interest to her aunts did not put them on an equality with her and her brother, but in truth, look
However this may be, it is a matter which will not change the action of the court of equity, that the deeds to the aunts was principally procured by the agency of the uncle. The interposition of third persons will not purify the transaction, or enable the donees to evade the resposibility arising from undue influence. This is well settled, and the authorities go back to the opinion of Lord Eldon in Huguenin v. Baseley, (14 Vesey 279,) or -rather to Lord Hardwick’s opinion, in the case of Bridgeman v. Green, (2 Vesey 627,) and Ch. Justice Wilmot’s confirmation of Lord Hardwick’s opinion (Wilm. 64.) Lord Eldon says: “ I should regret that any doubts could be entertained, whether it is not competent to a court of equity to take away from third persons the benefits which they have derived from the fraud imposition, or undue influence of others.” Lord Hardwick observes in Bridgeman v. Green, “that if a person could get out of the reach of the doctrine and principle of this court by giving interests to third persons, instead of receiving them to himself, it would be almost impossible ever to reach a case of fraud.” And Ld. Ch. J. Wilmot says when the case came before the Lords Commissioners: “ There is no pretense that Green’s brother, or his wife, was party to any imposition, or had any due or undue influence over the plaintiffs, but does it follow from thence that they must keep the money? No. Whoever receives it must take it tainted and infected with the undue influence and imposition of the person procuring the gift: his partitioning and cantoning it out amongst his relations and friends, will not purify the gift, and protect it against the equity of the person imposed on. Let the hand receiving it, be ever so chaste, yet if it comes through a corrupt channel, the obligation of restitution will follow it.” In Whelan v. Whelan, (3 Cowen 578,) in the Court of Ex-rors in New Yox’k, Judge Woodworth observes in regard to this pxinciple: “ It is believed that this rule is
That conclusion is, that this deed of 1866 was not a spontaneous act; that. it arose from the suggestions of others; that it was pressed upon plaintiff as a moral obligation; that this pressure came from one who had an authoritative control over her; that no motive of affection or gratitude prompted it; that her signature to the deed was the result of an habitual deference to the opinion of her uncle, and was no intelligent judgment of her own, and that the donees occupy no better position than their brother, through whose influence, mainly, the deed was procured. We are, therefore, of the opinion that the deed of 1866 should be set aside.
In regard to the deed of Campbell, Exr. to T. R. Patton, of1867, it is clear that the defendant, Patton, is chargeable as trastee, so far as the interests of plaintiff are concerned. But there is nothing in the record to show what disposition, if any, the defendant, Patton, has made of these lots. It may be that bona fide purchasers have intervened, or that improvements have been made. We, therefore, reverse the judgment of the circuit court, and remand the case with directions to that court to proceed in conformity to this opinion.
Judges Sherwood and Hough concur. Judges Norton and Henry were not on the bench when the case was argued and submitted. Reversed.