Albaugh v. Shrope

197 Iowa 844
CourtSupreme Court of Iowa
DecidedJanuary 8, 1924
StatusPublished
Cited by19 cases

This text of 197 Iowa 844 (Albaugh v. Shrope) is published on Counsel Stack Legal Research, covering Supreme Court of Iowa primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Albaugh v. Shrope, 197 Iowa 844 (iowa 1924).

Opinion

VerMilion, J.

[845]*845[844]*844The plaintiffs are grandchildren of Margaret Shrope, deceased. They are the children of her deceased sons and daughters, who died before she did, and are, as her [845]*845beirs at law, entitled to a part of ber estate. In addition to tbe plaintiffs, sbe left one son, James. Sbrope, surviving ber. Tbe defendants are two of tbe five children of James Sbrope. On September 13, 1921, Margaret Sbrope, for an expressed consideration of $1.00 and love and affection, executed a warranty deed to tbe defendants for 180 acres of land in Cedar County, being all tbe land sbe owned. Plaintiffs bring tbis action in equity to set aside tbis conveyance, alleging that it was procured by fraud and undue influence of tbe defendants and James Sbrope, their father, and that, at tbe time tbe deed was executed, Margaret Sbrope was mentally incompetent to comprehend tbe effect of tbe instrument upon ber property rights and estate.

Tbe defendants by answer denied tbe allegations of fraud, undue influence, and mental incapacity, and by a cross-petition asked that their title to tbe land be quieted in them, as against tbe plaintiffs. Pay Herbst, named as a plaintiff, filed a disclaimer of any interest in tbe land, denied that be bad ever authorized tbe bringing of tbe action or tbe joining of bims.elf as a plaintiff, and consented to a decree against him, which was duly entered in the court below. From a decree dismissing the petition and quieting defendants’ title, tbe plaintiffs other than Pay Herbst prosecute tbis appeal.

Tbe questions involved are mainly ones of fact. There is little, if any, dispute as to tbe rules of law that must be applied.

Counsel for appellants concede that, if tbe burden is upon them to establish affirmatively that tbe deed was procured by fraud or undue influence, there is not sufficient evidence to require a reversal of tbe case upon that ground. Their contention, however, is that tbe evidence shows that tbe defendants and their father sustained such confidential relations with tbe deceased as to cast upon tbe defendants tbe burden of showing that the transaction' was fair, and not the result of undue influence.

Tbe deceased, at tbe time of tbe execution of tbe deed in question, was nearly 88 years of age. Her husband, who, during bis lifetime, bad owned tbe land, died in 1870, and thereafter, sbe, with ber children, continued to live on tbe farm. It is admitted in tbe pleadings that sbe acquired tbe interests of all of ber six children in tbe land. Of tbe children, tbe three daugh[846]*846ters married and left home at from 20 to 23 years of age, and conveyed their, interests in the farm to the deceased in 1881, 1887, and 1895, respectively. One son, Charles, remained with his mother until he was 31, when he married and left. He conveyed his interest in the farm to his mother in 1887. Henry, another son, never married, and remained with his mother until his death, in 1919. James, the only surviving child, and the father of the plaintiffs, married at the age of 27. He lived, for some time after his marriage, in a second house built on the farm, but moved upon another place purchased by him in 1904. The deceased for many years operated the farm, with the help of her children. After Charles and James came of age, she paid them each $200 per year. Later, she rented the farm to James, and this arrangement continued to her death. She seems to have been dissatisfied with the amount of rent she received, and with his operation of the farm in some respects, though what rent he agreed to pay or she actually received, is not shown. Among the assets of her estate is an account against him of $600 for rent. After the marriage of her other children, she and the son Henry continued to live together on the farm, and after the latter ’s death, she remained there, save for a .period of some nine months, when she and a granddaughter lived in rented rooms in Mechanicsville, and the latter attended school. After’ her son James and his family moved away, various ones of her married grandchildren lived in the other house on the farm, which was only a short distance from her residence, and some of the grandchildren spent more or less' time with her. After the death of Henry, and up to some two months before her death, she lived alone, except when some one of the grandchildren was with her, taking care of herself, and doing her own housework. While she suffered from some ailments incident to her adyanced age, she seems, prior to her last illness, of about two months, to have been a woman of unusually strong vitality, considering her many years of hard work. In the latter part of August, 1921, she became sick, and a doctor was called. On October 8th, she became much worse, and died on October 21, 1921. The nature of this illness will be referred to more at length hereafter. It will suffice, for the present, to say that her sickness was of a character to, in some degree, affect her mind.

[847]*847The defendants, "William and Forest, were, at the time of their grandmother’s illness, aged respectively 27 and 26. During their childhood, and before their father moved from the farm, in 1904, they had both spent about half of their time with her. She is quoted as saying that she raised them. In later years, William stayed with her, from time to time, when he was at home, and Forest occasionally. William was in school in Davenport for something less than a year, and had a position in Iowa City for a year. They both were in the military service, William a year, and Forest for about nine months. The relations between the deceased and the defendants appear to have been most friendly and affectionate. She expressed regret that she did not see them so often during the later years. There is no testimony, however, that either of them ever transacted any business for her, or that they acted as her advisers. She, while an illiterate woman, and unable to write her name, appears to have looked after her own business. She had her own bank account, and drew checks upon it, with the aid of others. At the time of her death, she had deposits in three different banks, aggregating over $2,700, and $1,300 in Liberty bonds.

The day before the deed was executed, William had called by telephone the notary who wrote it, and before whom the deceased acknowledged it, and said that his grandmother wanted to deed her property to Jack (Forest), and asked if he (William) could draw the deed, or if it would be necessary to get an attorney. He was given a blank deed, and told that he could draw it, but that it would have to be acknowledged before a notary. The next day, William asked the notary to come to the grandmother’s. Both defendants were at her house when the notary came. Forest, as a witness, says he had William call the notary, and that he believes his grandmother directed that he be called. On the arrival of the notary, the deceased was sitting propped up with pillows in bed. She said she wanted to deed her property to Jack and Willie. She especially mentioned 160 acres and another tract, and handed him three old deeds, and said he could get the description from.them. The notary found that there was not sufficient space in the blank deed for the description, and went back to town, where he prepared the deed in typewriting. On his return, she was appar[848]*848ently asleep, but upon William’s making a remark to that effect, she said: “No, I am not asleep.” She was lying down, but sat up, resting on the pillows. The deed was read over to her by the notary very carefully, he says. She said she could not write her name.

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Bluebook (online)
197 Iowa 844, Counsel Stack Legal Research, https://law.counselstack.com/opinion/albaugh-v-shrope-iowa-1924.