172 Iowa 277 | Iowa | 1915
Plaintiff claims compensation for services rendered Thomas A. Bowen, now deceased. The defendant, Anderson, is the administrator of his estate. The claim is for board, lodging, nursing and care from June 20, 1908, to about August 20, 1911, at the rate of $10 per week, less $553, paid thereon by the deceased during his lifetime. Plaintiff states her claim as follows:
That, on or about June 20, 1908,' she entered into an oral contract with Thomas Bowen by which she agreed to take him into her home, furnish him with reasonable care, com
Defendant, in his answer, denies each and every allegation of plaintiff’s claim, except that he admits that Thomas Bowen for a time resided with the plaintiff; denies that he resided the length of time claimed; denies that the services rendered were of the value claimed. For an affirmative defense, he says that the $553 paid by decedent to plaintiff was in full payment of all claims and demands of whatever kind or nature plaintiff or her husband had against Thomas Bowen for the services rendered, up to and including the
Upon these issues, the cause was tried to a jury and a verdict rendered for the plaintiff for the full amount of her claim, less the $553 admitted to have been paid by decedent. The claim was’therefore allowed by the court as the claim against the estate' for the amount found by the jury. From this, the defendant appeals, and alleges several errors upon which he predicates a right to have the cause reversed.
It is not contended by the defendant that the evidence, if properly admitted, did not justify the verdict returned by the jury. However that may be, we have examined the record and find evidence' sufficient to sustain the verdict. We are not concerned, therefore, with the sufficiency of the evidence to justify the verdict. That question was submitted to the jury and determined by it on evidence which, if competent, sufficiently supports the jury’s finding. We turn, therefore, to the record for the purpose of ascertaining whether or not the case was fairly submitted to the jury upon evidence proper to be considered by them in reaching the verdict.
It is contended by defendant in this appeal that the court erred in the admission of evidence, and that these errors were prejudicial to the defendant. Appellant has assigned several errors, some of which would not have been assigned except for a misapprehension of what the record shows.
Before proceeding to the real question in this case, we will say that the fourth, seventh and eighth errors are all predicated upon the supposition that the court rejected evidence offered by the defendant, known in the record as Exhibits 1 and 2. These exhibits consist of written instruments to which were attached the signature of the plaintiff. These were offered for the purpose of comparison with the signature in dispute. We find that the appellant is in error in supposing that the court rejected these. The record shows that they were offered and admitted and, we must presume,
“No party to any action or proceeding, nor any person interested in the event thereof, nor any person from, through or under, whom any such party or interested person derives any interest or title by .assignment or otherwise, and no husband or wife of any said party or person, shall be examined as a witness in regard to any personal transaction or communication between such witness and a person at the commencement of such examination deceased, . . . against the executor, administrator, heir at law, next of kin, assignee, legatee, .devisee, or survivor of such deceased person. ’ ’
It appears that these witnesses,, Sadie Scott and Blanche Davis, are daughters of, Mrs. Tucker, the plaintiff. The matter drawn out and of which complaint is made did not relate to any personal transaction between these witnesses and the deceased. The testimony of these two witnesses is substantially the same, and is to the effect that the deceased lived with their mother three or four years; that the mother took-care of him; that he had a running sore on,his leg, and had to be lifted around; that they saw the mother doing this, helping him in his chair and at the table and to different places, and waiting on him; that the deceased was not able to walk much'on account of this running sore; that they saw the plaintiff wash this sore for the deceased; that they saw
Q. “When Uncle Tommy first came to your mother’s home', what did Uncle Tommy say as to how long he was to stay there, if anything?” To which the witness, over the objection of the defendant, answered, “Until his death.” Q. “What did he say as to what your mother was to-get, if anything, and his staying there and the services to be rendered?” A. “He said she was to get everything at his death.”
Subsequently they were- interrogated as to conversations had between the mother and the deceased at the time he left. These questions were asked and answered:
Q. “What, if anything, did your mother say to him as to whether she did or did not want him to go ? ” A. “ She said she could not afford to let him go unless some kind of an arrangement was made or something was paid for all this care for these three years. He said he was going down to George Tucker’s place to live. He said he thought he would get married. He said he would be back in a week or two and she would be well paid for her trouble. ’ ’
This testimony was all objected to on the ground that the witnesses were incompetent under the provisions of the section hereinbefore set out. A careful reading of the section is the best answer to this contention. These witnesses did not come within the inhibition of the statute. We take it, how-over, that these conversations detailed took plaed between the mother and the deceased; that these witnesses overheard the conversations but took no part in the conversations. They
“Uncle Tommy sent for mamma to come out to get him. Mamma said she did not know whether she wanted to go or not, and papa said for her to do just as she chose about it.*284 Everything she got ivould he hers, so she went and got him and took care of him” (referring to Mr. Bowen).
Sec. 3162 of the Code of 1897 provides:
“A wife may receive the wages for her personal labor, and maintain an action therefor in her own name, and hold the same in her own right, and may prosecute and defend all actions for the preservation and protection, of her rights and property, as if unmarried. ’ ’
As bearing upon this question, see Carse v. Reticker, 95 Iowa, at page 28, in which this court said, “That it is the duty of a wife, as helpmeet, to attend, without compensation, to all household duties, and labor faithfully to advance her husband’s interests is true, yet it certainly is not her duty, unless she desires to incur it, to undertake the boarding of a large number of persons who may, for the time being, come under the charge of her husband.” In this-case it appeared that the husband had expressly and completely abandoned all his claim to the money earned in that way. See, also, Lindsey v. Lindsey, 116 Iowa 480, in which this subject is quite fully discussed.
We find no reversible error on this point. Plaintiff’s husband died on January 8, 1911. We think the plaintiff was entitled to maintain the action.
III. We come now to a consideration of the last complaint, and the only one about which there can be any controversy. -
*285 “Albia, Iowa, July 31, 1911.
“Fred Townsend, Lawyer.
“Albia, Iowa.
“$553.00.
“Received of Thomas Bowen the sum of Five Hundred Fifty-Three Dollars in full of all claims and demands of whatever kind or nature that we have against him to this date.
“Witness: Fred Townsend.
“(Signed) S. E. Tucker.
“Mrs. Mary A. Tucker.”
This paper vtas admitted in evidence upon the following showing: Fred Townsend, called as a witness on the part of the defendant, said:
“Am 51 years old; have been engaged in the practice of law about 20 years; am a notary public. Have viewed handwriting to some extent; had some experience in examining and comparing handwriting. I live in Albia. Was acquainted with Thomas Bowen the last four or five years. As an attorney, I did business for him. I had in my possession papers belonging to him at the time of his death. I knew plaintiff’s husband during his lifetime. When I took possession of Mr. BoAven’s papers before his death, I do not remember seeing Exhibit 6. ” Q. “ Did you see this instrument before ? ’ ’ A. “I must have.” Q. “Do you know who drew that instrument?” A. “I feel sure I wrote the instrument, my name is signed to it. That is my signature, and it is on my letter head. It is my best judgment that the signature S. E. Tucker is the signature of S. E. Tucker. I have seen his signature a number of times.” Q. “Will ask you to examine Exhibit 6 and ask you whether or not the signature, ‘Mary A. Tucker’ appearing there is the genuine signature of Mary A. Tucker?” A. “In my judgment, it is her signature. In my judgment the signature on Exhibit 6 is her genuine signature.”
“I give it as^y best recollection that it is the signature of Mary A. Tucker, because my name appears as a witness to Exhibit 6, and by comparison with a signature I know to be genuine (referring to Exhibit 7, which was admitted to be the genuine signature of the plaintiff and was before the witness). No, I am not an expert on handwriting. I have given some time to comparison of handwriting. My name appears in my own handwriting on Exhibit 6. I do not remember the preparation of Exhibit 6. I remember these parties’ coming to my office about that time. What recollection I have of the preparation of Exhibit 6 is very slight. I have a faint recollection of it, but it is very faint. ’ ’
Thereupon, Exhibit 6 was admitted in evidence.
Thereupon, the plaintiff was called to the stand and testified as follows:
Q. “Mrs'. Tucker, I show you Exhibit 6 purporting to be a receipt and ask you if you ever had any such paper presented to you to sign?” A. “I never did.” Q. “On that paper, Mrs. Tucker, appears what purports to be the name written, ‘Mrs. Mary A. Tucker’. I wish you-would examine that paper carefully (being Exhibit 6) and state whether or not you did or did not write that name ‘Mary A. Tucker’.” A. “I never did write that name on that paper, and I never did have that paper presented to me.” Q. “Did you not, at any time, sign.your name to any paper as a receipt in full?” A. “I never did.” Q. “Was any such‘paper as Exhibit 6 presented to you for you to sign by Mr. Townsend?” A. “No, sir.” Q. “Did Mr. Townsend in your presence sign any paper as a witness of it that you had signed showing payment in full?” A. “No, sir.” Q. “Did you authorize him to sign any such paper for you?” A. “No, sir.” Q. “Did you authorize anyone to sign a receipt for you or in your behalf showing payment in full?” A. “No, sir.”
This is all of the testimony offered touching this receipt. The defendant seeks to bind the plaintiff by it on the simple showing that the signature on the paper is her genuine signature. There is no evidence from any witness who claims to have seen her attaching her name to this paper. The only testimony is the testimony of Townsend, who says that he has but a slight recollection of Exhibit 6, but feels sure that he wrote the instrument because he finds his name attached to it. He gives it as his best judgment that the signature, “Mary A. Tucker”, is the genuine signature of the plaintiff. He says he thinks this because of comparisons made by him with admitted signatures. There were' three signatures before the jury which were admitted to be in the handwriting of the plaintiff. Exhibit 6 was in dispute. He says'he does not remember the preparation of Exhibit 6. The recollection he has of the preparation is very faint. His testimony that it is her signature is based on comparisons, and upon the thought that it must be her signature or his name would not appear there as a witness. There was no evidence that the paper was ever presented to the plaintiff, no evidence that she ever saw the instrument, no evidence that anything was paid to her at the time it was claimed the exhibit was signed, no evidence that the deceased was present, no evidence that it was ever delivered to the deceased, or that he ever had it in his possession. The only witness on this point for the defendant says: “When I took possession of Mr. Bowen’s papers before his death, I do not remember seeing Exhibit 6 among the papers.”
Upon this state of the récord, the probative force of this exhibit depends entirely upon whether or not it wás shown that the signature attached to the instrument was the genuine signature of Mary A. Tucker. If it was not, she was not bound by it. There is no evidence that she authorized anyone
Upon this question, the cpurts are not agreed. Some of the disagreement possibly rests upon the peculiar wording of the several statutes. However, the courts have disagreed upon this proposition even with statutes similar to our own. Our statute provides: "No party to an action (and plaintiff was a party to this action) . . . shall be examined as a
To make the inhibition complete, it must appear that the testimony given by her related to a personal transaction between her and the deceased, or to a personal communication made by one to the other. Our court has never passed directly upon this point, and, so far as the holdings .of this court are concerned, we are without direct authority upon a question of this kind. The trend of authority in this state affirms the right of the plaintiff to so testify. See In re Baker, 164 Iowa 305. This case is not directly in point upon the matter here under consideration, but has some persuasive force in its argument in favor of plaintiff’s contention. In this case, Charles Baker was dead. He left a widow surviving him, and four sons by a former marriage. Decedent left a homestead and two pieces of real property. A controversy arose between one of the sons and the widow. An effort was made to charge her (the widow) with rent for the use of certain of this real property. The contention of the executor was that the deceased had leased this property before his death and that this lease was assigned to the widow, and for that reason no accounting was made of this rent. In support of this contention, the widow produced the lease with the purported assignment duly executed on the back thereof by the decedent. She testified, over objection, that she was acquainted with her husband’s signature; that the signature there appearing was her husband’s signature. She further testified that she had been in possession of such lease and such assignment from a time prior to the death of the decedent. It was urged that she was forbidden to give this testimony by_ See. 4604. The court said:
“¥e think it was clearly competent for the widow to testify to her opinion of the genuineness of the signature of her deceased husband upon a showing of her previous*290 familiarity therewith. We think it was equally competent for her to testify to her own possession of the instrument before the death of her husband. ’ ’
In Britt v. Hall, 116 Iowa 564, the plaintiff claimed to be the illegitimate daughter of Reuben S. Bennett, deceased, and asked that she be decreed to be the sole surviving heir of the deceased. It became necessary, therefore, for her to bring herself within the provisions of Sec. 3385 of the Code, requiring that she be recognized in writing during the life of her putative father. To establish this, she offered certain letters claimed to have been written by her putative father to her, in which she claimed he recognized her as his daughter. She was called and gave testimony tending to establish the fact that she received through the mail the letters offered; that they were in the handwriting of the putative father. The complaint was made of this testimony that she was not competent to so testify under the provisions of Sec. 4604; but the court said: “Neither of these facts involved any transaction or communication with the deceased, and the testimony was competent.”
As bearing upon the question in controversy, see Sankey v. Cook, 82 Iowa 125, 128.
In re Brown Estate, 92 Iowa 379, is relied upo'n by appellant. It appears that there was a controversy between the plaintiff and the administrator of the deceased person over legal services. It was claimed that the plaintiff was paid by checks; Defendant offered a check/ in evidence, after establishing the fact that it was in the decedent's handwriting. Objections were urged and overruled, and the check admitted in evidence. The check contained on its back an endorsement by the plaintiff. It appears that the plaintiff received the check in question; that it was signed by the deceased and endorsed on the back by Cole, the plaintiff; that Cole received the money. The check was in the nature of a receipt for so
It was the opinion of the majority of the court in that case that the objection was well taken. There it was apparent that a personal transaction had taken place between the deceased and the plaintiff. It was conceded that the check was delivered by the deceased to the plaintiff; that the plaintiff received it from the deceased; that he endorsed it and obtained the money on it. It is claimed by the plaintiff that there were words written in the check after its execution and delivery as follows; ‘ ‘ Balance on settlement to April 1, 1890. This embraces attorney’s fees in Truesdale Cases and other foreclosures.” The plaintiff sought to show by his own testimony that these words were not on the cheek at the time he received it. These words were there or they were not there. If they were there, it tended to show full payment to the plaintiff by the decedent in the form' of this check received and cashed by the plaintiff. In that case, it was held by a divided court that the plaintiff was incompetent, and the court, said:
“Does this call for a personal transaction? It is impossible to define what, under all circumstances, will constitute a personal transaction. The question is to be determined*292 largely by the facts peculiar to each case. ... The majority of the court is of the opinion that this was a personal transaction, and hence properly excluded. They think that the transaction embraced not only the execution and delivery of the check, but also the endorsement of it by Cole; that it stands as an instrument to which both Cole and decedent were parties; and that the question does not call for* evidence of an independent transaction. When the check was offered in evidence, the presumption was that' it was in the same condition as when received and endorsed by Cole, and to permit Cole to testify as to what was in fact written on the paper when he thus received it and endorsed it would be admitting evidence as to what the transaction between the parties in fact was, and hence in contravention of'the statute. The writer of this opinion and Mr. Justice Given cannot accede to the correctness of this doctrine (the opinion was written by Justice Kinne), and hold that the question called for an independent fact, to wit, the knowledge of Cole as to the condition of the paper at a certain time; that that knowledge was obtainable by observation alone, and without regard to any transaction or dealing between the parties.”
The holding of the majority’in this cáse seems to be-bottomed on the thought that, because it was admitted that the check was delivered by deceased to the plaintiff, that he accepted it, endorsed it and cashed it, it became a completed transaction, personal in its nature with the deceased, and therefore within the inhibition.
> It is not shown by the evidence in the case at bar that this receipt was given by the plaintiff to the deceased; it is not shown that the deceased ever liad it in his 'possession; it is not shown to be in the handwriting of the deceased; it is not shown that the deceased was present at the time it was executed, or that he had any knowledge of its execution. It was not among his papers when they were taken possession of by Townsend, who was the only witness who seems to'know
The line of demarcation between what is a personal transaction and what is not a personal transaction is not always easy of discernment. The rule, while statutory, has its foundation in reason and experience, and is intended as a rule of fairness in the administration of public justice. The reason upon which this statute seems to be based is that there shall be no admission unless there be mutuality; that when the lips of one party to a transaction are sealed by death, those of the other party to the transaction must in like manner be sealed by law. Thus it must appear, to come within the inhibition of the statute, that the transaction concerning which the testimony is offered, to be personal, must have taken place between the deceased and the witness, of which each must, in the nature of things, have had knowledge and be able to testify. Where the lips of one are closed, the lips of the other party to that transaction must also be closed, and this is the rule of fairness.
Townsend testified for defendant: “I took possession of Mr. Bowen’s papers before his death. I don’t remember seeing Exhibit'6, the receipt in question.”
The adminisfrator testified: “The papers belonging to Mr. Bowen were turned over to me about a week after I was appointed. They were turned over by Fred Townsend. They were in a tin box.”
This is all the evidence tending to show, if it does tend to so show, that Bowen ever had possession of this receipt, or that he ever saw it. Townsend claims to have taken the receipt. He claims to have witnessed the signature to the receipt; he claims that the receipt was upon his own letter head; he claims that he did'not find it among the deceased’s papers at the time he took possession before his death, and stops there. The administrator then is called and says that he received this receipt from Fred Townsend. Upon this showing, it does not appear that the decedent had any per
As supporting our conclusion, see Ferebee v. Pritchard, (N. C.) 16 S. E. 903. In this case, a woman, in contemplation of marriage, voluntarily and without any consideration conveyed away her property. Subsequently, the marriage was consummated, and thereafter the wife died. The husband brought an action to set aside the conveyance as in fraud of his marital rights. It became necessary, therefore, for him to show that the contract to marry was in existence at the time of the conveyance. . To prove this, he offered certain letters claimed to have been written by his wife before marriage. He was called as a witness to prove that the signature to a letter in which she promised to marry him was in her handwriting. Objection was -urged to his testimony on the ground of incompetency. The court said: “It was not a
The Code was substantially the same as our own as to this question.
See also Murphy v. Hindman (Kansas), 48 Pac. 850; Saratoga County Bank v. Leach, 37 Hun. 336.
This last case was an action on a promissory note. The defence was that the signature to the note was a forgery. Upon the trial, defendant was sworn in his own behalf and was asked this question: “Is the signature to the paper (the note in suit) your signature?” Objection was interposed that it called for a personal transaction between the witness and the person deceased, and the witness was a party to the suit. The objection was sustained by the lower court and reversed on appeal. The Supreme Court said:
“The plaintiff insists that because he has given primafaeie' evidence of the genuineness of the signature, the defendant cannot testify in his own behalf to the contrary. Suppose then that the defendant, by other evidence, had overwhelmed this prima-faeie evidence, could the plaintiff still insist that the testimony, which the defendant offered to give by himself as a witness, was ‘concerning a personal transaction?’ According to the supposition, the ‘personal transaction’ .would have been practically disproved by competent evidence. It will be found very generally, if not always, that the point, whether or not the testimony is concerning a personal transaction appears by the testimony itself which is offered, and is not dependent upon some other matter which.is in dispute.”
The holding in that case is that the mere making of the signature is not a personal transáction; that the personal transaction consists in the delivery and receipt. Upon this point, the defendant was not questioned, and therefore was not brought within the inhibition. See also Simmons v. Havens (N. Y.), 5 N. E. 73.
In Pillard v. Dunn (Mich.), 66 N. W. 45, an adminis
“It cannot be said that, because a witness testified that the defendant signed the note in the presence of the deceased, that it is true' that he did so do. It may or may not have been true. That would be a question for the jury, if it was disputed or denied, and certainly the defendant may be permitted to testify that it was not true”, — citing Ripley v. Seligman, 88 Mich. 177; Pinney v. Orth, 88 N. Y. 447.
The Orth case was a suit by the representatives of a deceased person against Orth to recover for alleged services rendered by the deceased to Orth. On the trial, witnesses testified to conversations alleged to have been had between Orth and the' deceased. Thereupon, Orth took the stand and proposed to deny the conversation by showing that he was not at the place where the witnesses claimed the conversation was had. Held that it was not testimony as to a personal transaction. See also Blount v. Blount, 158 Alabama 242 (17 Am. & Eng. Ann. Cases 392).
We turn now to our own eases relied upon by appellant.
Ridler v. Ridler, 93 Iowa 347, 351. This was an action to establish a claim against the estate of George Eidler. The claimant was the daughter of the deceased. The plaintiff was asked to state whether her father, who was then deceased, ever paid her any money for her services during the five years preceding his death. The question was objected to and objection sustained, and this ruling was approved by this court.
In In re Winslow, 146 Iowa 67, substantially the same question arose, and for this same reason, the testimony of the interested party was rejected.
Garretson v. Kinkead, 118 Iowa 383, was an action to recover from the defendant the value of certain wood and potatoes said to have been converted by him, and for money loaned to him by plaintiff’s intestate. It appeared that the defendant’s father borrowed some money from one Michael. It was contended that the money was procured for the defendant; that he promised to repay his father therefor; that he' neglected to do this. The defendant denied this, and also claimed that he had paid debts for his father amounting to much more than the loan. He was called as' a witness on his own behalf and was asked whether or not he had ever given his father any written obligation, or was asked to give any written obligation, or any sum of money. This question was objected to as a personal transaction with one deceased. The' objection was overruled and, on appeal, this court held that the objection should have been sustained.
This ease, like the other, called for a purely personal transaction between the deceased and the witness, who was a party to the suit, and for a transaction to which the deceased might have been called as a witness had he been living.
In Van Sandt v. Cramer, Administrator, 60 Iowa 424, plaintiff sought to recover for services rendered the deceased.
It makes no difference whether the evidence is affirmative or negative, whether the witness affirms or denies the transaction. If it is a transaction to which both the deceased and the witness were parties, — if it was personal, — one to which each might have testified, — the death of one closes the lips of the other.
The theory of the' statute is that the living party to a suit cannot testify about facts, either negative or affirmative, which were equally within the knowledge of the deceased and the witness, against the representatives of the deceased. The very wording of the statute suggests this in its inhibition; for it ..says, “shall not be examined in regard to any personal transaction or communication between such witness and a person at the commencement of such examination deceased.” We know that some courts have .distinguished between negative and affirmative testimony, but this' court has not followed that doctrine.
We call attention to the note in Blount v. Blount, 17 American & English Annotated Cases, at page 398, where the cases holding' different views upon this question are collated.
We cannot take time to review all the decisions referred to by the defendant. We recognize the fact that there is a difference of opinion upon this question, but believe the better doctrine is as we have announced.
Under the record in this case, we are satisfied that the court did not err in the admission of this testimony. The cause is, therefore — Affirmed.