Schumacher v. Draeger

137 Wis. 618 | Wis. | 1909

Timlin, J.

Louisa Meister died intestate at Milwaukee,, Wisconsin, November 4, 1905, and left her surviving her husband, August Meister, and the plaintiff, her daughter hy a former marriage. The plaintiff had one child,, who is the infant defendant Eugene Oettinger. On the day of her death Louisa Meister conveyed her property, consisting of a house and lot, hy'absolute deed to the defendant Henrietta Draeger. The deed was afterwards recorded. The plaintiff, as heir-at law, brought this action to set aside the deed, averring-lack of capacity and undue influence and entire absence of' consideration for the conveyance. The defendant Henrietta Draeger answered, admitting the execution of the deed and some other matters, hut interposing a general denial against: 'the averment of incapacity and undue influence, and then ■pleaded affirmatively as follows:

“And said defendant alleges that several weeks prior to the death of the said Louisa Meister she informed the de--fendant that prior to her death she should make and execute a deed of her real estate and homestead to this defendant, and that she wished this defendant to accept such deed and hold such real estate in trust for her during the life of .August Meister, one of the defendants in this action, and ufter the decease of the said August Meister to make a deed •of such real estate to her grandson, Eugene Oettinger, the .son of said plaintiff, and that she wished this defendant to allow her husband, August Meister, one of the defendants in this action, after the decease of said Louisa Meister, to have the use and occupation of said premises during his life, and ■that upon his decease this defendant should then convey said real estate to the said Eugene Oettinger, the son of the plaintiff in this action; that this defendant then and there advised said Louisa Meister that it would he better for her to make a will, but that if she made the deed to her in the way she had suggested she would hold such property in trust for the use and benefit of August Meister, her husband, during his ’life, and after his death would convey the same to her said grandson, Eugene Oettinger. And this defendant now comes into court and admits of record that she holds the title •of such real estate subject to such agreement, which she here •offers and is willing to carry out, either at the time of the decease of said August Meister, or convey such property at the present time to the said Eugene Oettinger, son of said plaintiff, and grandson of said Louisa Meister, deceased, with a life lease to the said defendant August Meister.”

The defendant August Meister answered, and the infant .Eugene Oettinger, by his guardian ad litem, submitted his rights and interests in the matters in question to the care and protection of the court. Evidence showed that the deceased was about seventy years of age, illiterate, and in ill health; that Henrietta Draeger was a widow about fifty-seven years of age, crippled with rheumatism, generally con.fined to her house by this sickness, to a considerable degree incapable mentally of understanding or transacting "business or testifying intelligently, but that she was a friend of Louisa Meister, and had, prior to the execution of the deed,, promised Louisa Meister substantially as averred in the answer above quoted. It was also made to appear that immediately after the execution of the deed Louisa Meister directed her husband to take it over and give it to Mrs. Draeger, but he delayed doing so until after the death of Louisa Meister. The plaintiff, Augusta Schumacher, married her present husband on or about November 23, 1905.

These facts were found by the circuit court, and also that the plaintiff was addicted to strong drink, by reason of which there existed, at the time of the death of Louisa Meister, an estrangement between her and the plaintiff, and that the deed was made as indicated in the answer of Henrietta Draeger, and that there was no fraud or undue influence practiced upon said Louisa Meister. And as conclusions of law, that certain defendants were entitled to judgment dismissing the complaint as to them, and that the defendants Henrietta Draeger, August Meister, and Dugene Oettinger by O. H. Van Alstine, his guardian ad litem, were entitled to judgment dismissing the complaint without costs and to a decree declaring that the deed of conveyance of Louisa Meis-ter above mentioned was a trust deed, and that the said Henrietta Draeger is the trustee under such deed and holds the title of the real estate in question as such trustee for the use and benefit of August Meister during his life, and after his death for the use and benefit of Dugene Oettinger and his heirs forever, and that within thirty days of the date of the entry of such decree the said Draeger should make and execute a good and sufficient deed of conveyance to the said August Meister of a life estate in said real estate, with remainder over to Dugene Oettinger and to his heirs forever, and that in case of the failure, for any cause whatsoever, of the said Henrietta Draeger to execute such deed within said thirty days, the title of the said real estate be divested from lienriebta, Draeger and vested in August Meister for life, with remainder over to Eugene Oettinger and his heirs forever. The real estate in question was properly described in said decree.

Error is assigned (1) in denying plaintiffs motion for judgment on the pleadings; (2) in the admission of incompetent testimony; (3)' in denying plaintiff’s motion to strike ■out incompetent testimony; (4) in denying plaintiff’s motion to amend the complaint to. conform to the proof by alleging that there was no delivery of the deed in question; and (5) in the findings of fact, conclusions of law, and judgment thereon. This being a suit in equity, error cannot be assigned upon the admission of, or the refusal to strike out, evidence so long as there is other evidence to support the judgment.

The findings of the circuit court to the effect that there was neither fraud nor undue influence practiced upon Louisa Meister are well supported. The burden of proof to establish these averments rested upon the plaintiff and the plaintiff produced no evidence to support these charges. Under such circumstances, the real estate in question belonging to Louisa Meister, she might, as against the plaintiff, her heir at law, convey it by deed to Henrietta Draeger or to any other person as a gift without consideration. Croft v. Bunster, 9 Wis. 503; Carey v. Dyer, 97 Wis. 554, 73 N. W. 29; Warder v. Baiter, 54 Wis. 49, 11 N. W. 342; Kuener v. Smith, 108 Wis. 549, 84 N. W. 850; 13 Cyc. 529, 530. This closed oizt the plaintiff’s right to attack the conveyance of her mother, unless the conveyance did not go into effect for want ■of delivery or was void because of the parol trust in pursuance of which the deed was executed. The plaintiff’s motion for judgment on the pleadings seems to indicate some such belief on her part. No question is made and no argument presented with respect to the validity of this deed as a testamentary disposition of property under secs. 2227 and •2228, Stats. (1898).

On tlie question of delivery August Meister testified:

“At the time this deed was drawn my wife said that the •deed would have to be taken to the register of deeds. Nothing else was said that I know of. . . . After the deed was •signed it remained right there in the house, because she died shortly after, and it remained there. It may have remained there a day or so, and then it was sent to Mrs. Draeger s. I took it over because I was told to — my wife and Mr. Oroote-maat told me to. My wife told me that different times before, and at the same time the deed was made. I saw my wife put her mark upon the deed. It remained on the table where she signed it. She died, and the deed remained on the table, and after that I possibly took it myself off the table; I don’t remember that. I saw the witness sign the deed.”

Mr. Orootemaat testified:

“I gave her the deed, and I think she turned it over to her husband, and told him to deliver it the next day to this lady friend of hers. ■ ‘Take it over there and have her take charge •of it.’ I remember that was the conversation.”

The testimony of Henrietta Draeger was very confused and unsatisfactory, and she did not appear to know who delivered the deed to her. But the deed was executed on November 4th, and recorded on November 6th at 8 :30 a. m., and on this evidence the court below found that August Meister did, oh or about the 6th day of November, 1905, deliver’this deed to Henrietta Draeger, and that Louisa Meister in her lifetime delivered this deed to August Meister, and directed him to deliver this deed to Henrietta Draeger at once after the death of Louisa Meister. The case is rather close on the •question of delivery, but there seems' to be sufficient to bring it within the rule of Wells v. Wells, 132 Wis. 73, 111 N. W. 1111, and sufficient evidence to uphold the finding of the •circuit court that the deed was in fact delivered.

Appellant cites secs. 2302 and 2304, Stats. (1898), for the purpose of showing that the trust agreement was void because not in writing, deducing from that proposition that there was no consideration for the deed and hence that the deed was invalid. We cannot assent to the last conclusion. The parol trust attempted to be annexed by Louisa Meister and Henrietta, Draeger to the absolute deed of conveyance in question was probably void and unenforceable in its inception and at the time of the commencement of this action, but that did not render the deed absolutely void, nor voidable at-the suit of an heir at law of the grantor, who had no other interest in the land and was not a beneficiary under the invalid trust, because, notwithstanding the trust was not evidenced in writing as required by law, the trustee, Draeger, might observe its terms and execute the trust itself or execute a declaration of trust in writing thereafter. Karr v. Washburn, 56 Wis. 303, 14 N. W. 189. When Mrs. Draeger verified and filed her answer containing the paragraph quoted in this opinion she executed in writing a declaration of trust-binding upon her and available to the beneficiaries of that trust. Main v. Bosworth, 77 Wis. 660, 46 N. W. 1043; Lynch v. Ryan, 132 Wis. 271, 111 N. W. 707, 112 N. W. 427; 3 Pom. Eq. Jur. (3d ed.) § 1007; Patton v. Chamberlain, 44 Mich. 5, 5 N. W. 1037; Robbins v. Butler, 24 Ill. 387; White v. Ross, 160 Ill. 56, 69, 43 N. E. 336; 28 Am. & Eng. Ency. of Law (2d ed.) 877, and cases cited in note 2. The trust thus created and declared was in effect a conveyance to the defendant Draeger to the use of August Meister for life, and after his death to the use of Eugene Oeitinger. No active duties were imposed upon the trustee. Consequently the transaction was covered by the provisions of sec. 2073, Stats. (1898), as interpreted in Sullivan v. Bruhling, 66 Wis. 472, 29 N. W. 211. The effect under this statute was to vest an absolute legal estate in August Meister for life, with remainder to Eugene Oeitinger, and the judgment of the circuit court requiring a conveyance of this hind from the trustee, or in default thereof vesting the legal title as aforesaid, was in harmony with this statute and in conformity to law. It follows that the judgment appealed from must be affirmed.

By the Court. — Judgment affirmed.