Allen v. Allen

204 P.2d 458, 115 Utah 303, 1949 Utah LEXIS 133
CourtUtah Supreme Court
DecidedApril 6, 1949
DocketNo. 7247.
StatusPublished
Cited by7 cases

This text of 204 P.2d 458 (Allen v. Allen) is published on Counsel Stack Legal Research, covering Utah Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Allen v. Allen, 204 P.2d 458, 115 Utah 303, 1949 Utah LEXIS 133 (Utah 1949).

Opinions

PRATT, Chief Justice.

In this action plaintiff seeks to have the court declare that she has a one-half interest in the following described *304 premises; and, as the premises cannot be partitioned, that they be sold, and one-half the proceeds paid to her. The defendants by counterclaim contend they own the premises. The issue is submitted to us upon two points of controversy: (1) Was there a delivery of the deed of January 12th, 1929; and (2) was Section 104-49-2, U. C. A. 1943, violated— pertaining to testimony about matters equally within the knowledge of the witness and the deceased?

This is what happened:

On January 12, 1929, Luisa Allen, a widow and mother of plaintiff Livinia Allen Smith and defendant Edward F. Allen (half-sister and brother), executed a quit-claim deed naming said daughter and son as grantees. The property is described as:

“Commencing at a point 2Vz rods North of the Southeast corner of lot 8, Block 41, Plat ‘B’ Salt Lake City Survey, and running thence North 2% rods, thence West 10 rods, thence South 2% rods, thence East 10 rods, to the place of beginning.”

In that deed the mother included this:

“Grantor reserves a life estate in the aforesaid real property, but gives the grantees the right to live with her, the grantor upon said property, providing; it is agreeable with the grantor at all times, otherwise; the grantor reserves the right to eject either or both of said grantees from the premises and in that event the grantees would not retain possession of any part of said premises until after the death of the said grantor. Grantor reserves the full and complete right to control her life estate herein.”

The grantor, mother, had the deed recorded January 16, 1929, but had the recorder return the deed to her, and kept it in her possession until her death on July 2, 1947. There was never a manual delivery of that deed to either the son or the daughter. It is upon this deed that the plaintiff daughter founds her claim to a one-half interest in the property.

On September 12, 1946, the mother made, executed and delivered a quitclaim deed of the same property to the son *305 and his wife Peggy Allen, the other defendant. This deed was recorded September 14, 1946. It is upon this deed that defendants found their counterclaim.

The lower court found in favor of defendants and this appeal followed.

Actual manual delivery of the deed to the grantee or grantees is, of course, not necessary. 16 Am. Jur. 506, Sec. 122. Absent such a delivery, the question becomes one of determining what the acts and statements of the grantor indicate as to whether or not there was constructive delivery. 129 A. L. R. 11. This brings into the picture in this case, such questions as the effect of reservation of a life estate; the recording of the deed; the return of the deed to the grantor after recording; and the acceptance of the conveyance by the grantee. In addition to the annotation cited above, see also 54 L. R. A. 884, 887, 889 — this citation has considerable upon the effect of recording.

A few additional facts under the testimony; Plaintiff testified she knew about the 1929 deed, as she went with her mother to the attorney’s office to have it drawn and executed; but she did not know what happened to it afterward. She said her mother stated that she, plaintiff, was to have half the property. Defendant Edward F. Allen, disclaimed any knowledge of the 1929 deed until in 1947 when difficulty arose between his family and plaintiff’s and he consulted an attorney about evicting his sister from the house. The attorney found the 1929 deed of record. Edward stated that he went home and asked his mother about it, and she denied it was a deed, but claimed it was a will. She produced it, and he explained to her that it was a deed and not a will. This upset her. She was, at this time, about 80 years old and forgetful.

Edward also testified about his mother desiring him to have the property, and also about the execution of the 1946 deed, when his sister, the plaintiff, was in the next room; that he called it to her attention; and that she never said *306 anything about the 1929 deed until after Edward’s attorney-had discovered the deed had been recorded. She explained this by saying that she was afraid of her half-brother because he was always hot tempered — that she would usually leave notes for him to read rather than converse with him. There was evidence in the case that she felt inferior to him. The trial court by its finding of fact number four found that neither plaintiff nor defendant had any knowledge of the execution or recording of the 1929 deed until May, 1947.

It is admitted that Edward paid considerable money to his mother for her support, for taxes, and paid off a mortgage on the premises. He lived with his mother after the 1929 deed, altogether some 15 years; his sister lived there about 12 years after that deed. Part of this time each was married, and all families lived as a family unit.

Edward denies ever having seen any tax notices, all of which came in the name of all three, plaintiff, her mother, and Edward. It is uncontroverted however as indicated, that Edward furnished the money to pay the taxes.

Two neighbors testified that the mother always spoke of having executed her will; and that she showed as much affection for the daughter as the son.

On learning of the 1946 deed, plaintiff and her sister-in-law, defendant Peggy F. Allen, had words, as plaintiff was crying over not sharing in the property.

Defendant Peggy F. Allen testified that plaintiff said defendant Edward should have the property as he had paid so much on the place.

Edward never requested his sister to bear part of the expense of the place.

After the incident of her disclosure to her son of the 1929 deed, the mother visited a neighbor at considerable physical risk, and seemed all broken up that she had done *307 something that might interfere with her son acquiring the property.

The difficulty that arises in interpreting this case lies in the element of time. The mother’s desires favorable to her son in the later years of this period — in the 1940’s — could well be just as strong as defendants would have us believe, and yet not be inconsistent with her desires of 1929. Whether her misunderstanding about the 1929 deed arose out of forgetfulness of just what she had done, or a lack of a clear understanding in 1929 of the effect of the deed, is very uncertain. Certain it is, that her visit to her attorney in 1929, and her signing of a paper that bears in its caption — in large black letters — “Quit Claim Deed.” would hardly lead one to believe that she had executed a will. Strength is added to this conclusion by the fact that considerable particularity is included in the deed in providing for the life estate. It is not unlikely that the making of a will was discussed, but the conclusion was reached that the deed with life estate reservations was the better way to see that her children shared alike in her property, as it would avoid probate.

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Bluebook (online)
204 P.2d 458, 115 Utah 303, 1949 Utah LEXIS 133, Counsel Stack Legal Research, https://law.counselstack.com/opinion/allen-v-allen-utah-1949.