135 Minn. 262 | Minn. | 1916
Both sides plead that on October 28, 1912, Mary Shaughnessy owned a 240-acre farm in Dakota county, this state. On that date, and nearly two years before her death when about 80 years old, she concluded to give it to her children. To accomplish her purpose she engaged an attorney to draw the deeds and directed him what land to include in each. The deeds were to be recorded by him after her death, unless she during her lifetime directed him to record them. The deeds' were drawn, and signed and acknowledged by her. The one deed conveyed 90 acres to the four plaintiffs, and the other conveyed the balance, or 150 acres, to the two defendants. It is estimated that by this division the equity above the encumbrances that each plaintiff would receive would be about $1,100, while that of each defendant would be over $5,000. This action was brought to set aside the deed to defendants, on the ground that the grantor was incompetent mentally to transact business at the time the deed was executed, and, secondly, that it was procured through undue influence brought to bear upon the grantor by the defendants and inducing her to act. The verdict of a jury upon both issues was in favor of plaintiffs. The court embodied the verdict in the findings and ordered judgment for plaintiffs. From the order denying defendants’ motion to
It is impossible to escape the conclusion, after reading the record, that the finding of the court and jury to the effect that Mary Shaughnessy did not have sufficient mental capacity to execute the deeds is not sustained by the evidence. There was some testimony to the effect that advancing old age made Mrs. Shaughnessy feeble physically and mentally during the last few years of her life. The deed, however, was executed nearly two years before she died. There is no suggestion that she then, or at any time subsequent, did not know what property she owned, or who her children were, their circumstances or their claim upon her bounty — taking the trial court’s view that the deeds were to be in the nature of a division of her possessions. A person afflicted with the infirmities of age is not precluded from transacting business or conveying property because the intellect is not as keen as it once was. That in an, old person there may be occasional lapses of memory as to recent events, or an easy wandering from subject to subject in ordinary, everyday conversations with friends and acquaintances, does not signify that, when a matter of business of importance is undertaken, the faculties will not readily respond so that it is done rationally according to the free choice of such person.
But upon the issue of undue influence the evidence is such that we cannot disturb the finding except for prejudicial error in its submission. The jury in determining whether undue influence was used were entitled to consider that Mary Shaughnessy’s mental faculties were not as keen as formerly, and therefore more susceptible to yield to undue influence. Naeseth v. Hommedal, 109 Minn. 153, 123 N. W. 287. The evidence shows that some 9 years before the transaction in question she made her will devising her property in equal shares to her children, except her daughter Bridget, who was to receive $300 more than the others, and $400, which was left to a grandson who had lived with her 5 or 6 years when he was small. She had stated to others that she intended the children to share equally in what she had. For the 5 or 6 years next prior to her death defendants had attended to all business connected with the, farm. During that time Mrs. Shaughnessy lived with her daughter Mrs. Davern,; but defendant Bridget also lived there, occupying a room with
We must now determine whether errors, relating to the trial of this issue occurred of such a character as to require a new trial. It appears that the case has been twice tried. At the first trial the court sitting without the aid of a jury decided in favor of plaintiffs. A new trial was granted and a jury was called in as herein stated. No rulings upon the admission or exclusion of evidence upon the issue of undue influence call for discussion. The errors, if any, relate to the charge. The charge as a whole is clear, fair and to the point, and is open to attack in two places only.
It is stated that the court was of the erroneous opinion that Mrs. Shaughnessy by these deeds attempted a testamentary disposition of her
The jury were instructed:
“The burden of proof is upon the plaintiffs to prove the existence of undue influence, except in one case, and that is this: If you find and believe from the evidence that confidential relations existed between the said Mary Shaughnessy and any of her children at the time of the execution of said deeds, and that such relations had existed for some time before the execution of said deeds, and that such child or children had looked after or had charge of her business affairs for some time, and that the said Mary Shaughnessy relied upon said child or children in all her business affairs, and for counsel and advice, and that such child or children are the largest beneficiaries under such deeds, then and under those circumstances, if you so find, a presumption of undue influence arises and the burden then shifts and it devolves upon such child or children to show that such deeds were free from undue influence, and that such deeds were the free and voluntary act of the said Mary Shaughnessy.”
In McEleney v. Donovan, 119 Minn. 294, 138 N. W. 306, where a conveyance from father to daughter was attacked upon the same grounds as here, the court was requested to instruct the jury that if they found that a relationship of confidence and trust existed between the father and daughter, then the burden would fall on the latter to show that she took
Counsel for respondent contends the instruction was correct, relying upon Davis v. Dean, 66 Wis. 100, 26 N. W. 737, a case tried to the court, where, upon the facts there disclosed, it was stated: “Because of the suspicious circumstances under which the conveyances were made, and the injustice which would be inflicted upon the heirs of the grantor, if the conveyances were held valid, the law cast upon the grantee the burden of showing that the conveyances are untainted 'with undue influence, or other fraud, but were the intelligent and deliberate acts of the grantor.” In Winn v. Itzel, 125 Wis. 19, 103 N. W. 220, where the trial judge ruled that at one point in the evidence the burden of proof shifted to the grantees to show the absence of undue influence, Justice Winslow examines
Plaintiffs claim that as a matter of law there was no delivery of the deeds so as to pass title. There were two witnesses for defendants concerning what took place when the deeds were signed. The one was the attorney who directed the drafting of the deeds and to whom they were delivered, or to whose possession they were entrusted, and the other was Bridget. According to Bridget’s testimony Mrs. Shaughnessy retained the right to make changes during her lifetime. This clearly, under Wortz v. Wortz, 128 Minn. 251, 150 N. W. 809, would be an attempted testamentary disposition and ineffective. With the understanding on the part of Mrs. Shaughnessy that she might make such changes in the disposition of the property as she might desire, it could not be considered that thé temporary handing of the deed to Bridget, and she handing it back to her mother, or to the attorney for him to keep, constituted a delivery. No doubt it was intended that both deeds should take effect or else neither. The attorney would, under those circumstances, have the custody of the deeds merely as an agent of the grantor, and upon her death the agency terminated so that no delivery could be made thereafter. But under the testimony of the attorney an irrevocable delivery could be found. He brings'the case squarely within Dickson v. Miller, 124 Minn. 346, 145 N. W. 112. Under this situation we are not justified in holding as a matter of law that there was no delivery. No finding was made upon the issue of delivery. A finding either way upon this record could not be disturbed.
Our conclusion is that for the error in the charge a new trial must be had. Order reversed.