Ames v. Moore

101 P. 769, 54 Or. 274, 1909 Ore. LEXIS 44

• Court: Oregon Supreme Court
• Decided: May 18, 1909
• Status: Published

Opinion

Opinion by

Mr. Chief Justice Moore.

1. In order to determine whether or not Mrs. Moore was competent to execute a valid contract on August 29, 1905, we shall examine the state of her health and her mental condition prior and subsequent to the signing of the deed. In November, 1902, she had an attack of pneumonia, which seemed to render her peevish and to impair her memory somewhat. During the cold weather she occasionally had neuralgia, and when suffering therefrom appeared to be almost distracted. The last year of her life she would mutter and talk aloud when no one was near. She did not converse with her sons or daughters about her business. She safely guarded her property interests, and at her death possessed $10,366 in money, most of which was deposited with a bank. She remembered a granddaughter, who visited her in September, 1905, and though she had not seen this relative for 20 years, yet she had a clear recollection and talked about the circumstances of this granddaughter’s early life. She seemed to forget, however, the little incidents which occurred on the preceding day. Thus she ordered a load of wood, and when it arrived admitted that she did not remember requesting it. At another time she asked to be taken to town, and the next day denied that she had so solicited.

Witnesses called by the defendant testified that, considering her age, Mrs. Moore was remarkably intelligent, that she was exceedingly alert in all business matters, and that she was able to conduct a sustained conversation on any subject without her mind wandering. The cashier of the bank in which she deposited her money, referring to Mrs. Moore, testified: “I thought she was rather better than, the average business man to transact business for herself.” Drs. E. J. Page and W. C. Gilmour, who were Mrs. Moore’s physicians during her last illness, and Dr. W. H. Flanigan, who had for many years been her family physician and was called in consultation the day before she died, expressed the opinion that she was capable of making a valid contract. Mrs. Moore, in 1903, sold her real property in Josephine County, where she had lived many years, and moved to Douglas County, where she purchased the farm in question, paying therefor $5,500; but missing the acquaintances with whom she had so long associated, and wishing to return to the neighborhood of her former home, she desired to sell this farm, and offered it for $7,000. The plaintiff, Mrs. Wolcott, who in 1905 lived in Douglas County, wrote to the defendant, who then lived in Josephine County: That their mother contemplated selling the farm; that she was growing feeble; and that, because' she insisted upon living alone in a log house on the land, some of her neighbors thought she was not in her right mind, and believed that a person ought to be selected to look after her property. Replying to such letter, the defendant wrote that he thought that any deed their mother might make would be ineffectual, and would be set aside, upon her death, in a suit instituted by her heirs for that purpose. He further stated that, if the officials of Douglas County should conclude to appoint a guardian for his mother, he would apply for the position.

The defendant went from his home in the summer of 1905 to visit his mother, and upon his return H. D. Norton, an attorney at Grant’s Pass, mailed a typewritten letter to Mrs. Moore, inclosing a deed and a contract which were indited in the same manner. After detailing the substance of the agreement, the letter contains the further statement: “If the papers as drawn meet with your approval, kindly execute the same before Mr. Dim-mick, who, I understand, is a notary public at Oakland, and forward the deed and copy of the contract to me and I will thereupon have Shelton (the defendant) execute the copy and will forward one to you for your keeping and thereupon deliver the deed and other copy of contract to him.” Norton also wrote to Z. L. Dimmick, the notary, that, if Mrs. Moore called upon him for the purpose of having the instruments executed, he should summon a physician as a witness to ascertain whether or not she possessed sufficient mental capacity 'to make a valid contract. Mrs. Moore, having received the papers, took them, August 29, 1905, to Dimmick, who, complying with the instructions which he had received, called Dr. Gilmour to determine the inquiry suggested. The doctor concluded that she was competent, whereupon the papers were executed, placed in an envelope, directed to Norton, and given to Mrs. Moore, who mailed the package. Upon its receipt the attorney secured the defendant’s signature to a duplicate of the contract and mailed it to her. The deed, however, was not recorded until November 2, 1905, and, except the defendant, none of Mrs. Moore’s heirs were notified that she had made the conveyance.

Dr. Gilmour testified that he had visited Mrs. Moore professionally, and, having identified the deed and contract, the execution of which he witnessed, was asked what the grantor declared at that time, and replied: “Mrs. Moore said that she was entering into an agreement with her son to take care of her during her lifetime, and deeding him this place, and she says: T want to do this, and I want you to see that I am capable of doing this kind of business; that I know what I am doing. I want you to understand this contract between Shelton and myself.’ And she says to me, ‘Doctor, don’t you think that I know how to do business?’ and I says, ‘Yes, I think you know how to do business as well as any one I know of.’ ” Referring to the time the papers were signed, the physician said, “The old lady’s health for one of her age was good.” In answer to what he considered her then mental condition to be, he further stated: “Well, I thought she was fully abe to make a contract of that kind as any one that I am acquainted with. She was bright mentally. I know I got the impression that if any one gets ahead of you, old girl, they will have to get up early in the morning.” Dimmick, the notary public, referring to Mrs. Moore’s mental condition when he took her acknowledgement, said, “I felt that she was competent to transact business.”

The defendant testified that he visited his mother at her solicitation, and she offered to convey the farm to him if he would move to the premises and support her during the remainder of her life, which testimony is corroborated by his son, who was present during the conversation. The defendant further deposed that he knew that his mother had made a will devising and bequeathing her property, and he thought such testamentary disposition would invalidate any deed she might make to the farm; but he informed her that, if Norton was of the opinion that the signing of the will would not defeat her conveyance of the land, he would accept the offer; that he consulted about the matter with the attorney, and was informed that the making of the will would not interfere with a conveyance of the farm, whereupon the papers were prepared and mailed to her by the attorney. The defendant further stated that, when he made the contract with his mother, she seemed fully to understand what she was doing, and that, believing her mental capacity would be challenged, he suggested to the attorney the necessity of securing a physician as a witness to the execution of the deed.

The foregoing narrative, though quite brief as compared with the volume of testimony given on this branch of the case, we believe to be a sufficient statement of Mrs. Moore’s physical and mental condition at the time she executed the deed. She was quite active for a person of her advanced age. In business ventures she had been successful, and the money which she possessed at the time of her death was probably accumulated by carefully saving small sums, and from the habit thus acquired she undoubtedly was very frugal. Her memory, though not retentive of recent trivial events, was nevertheless active, for it will be borne in mind that she remembered a granddaughter whom she had not seen for 20 years. That Mrs. Moore muttered and talked to herself is a circumstance from which intellectual impairment might be inferred; but as it is a well-recognized fact that persons who live alone, as she did much of the time, often give oral expression to their thoughts, the existence of that habit does not necessarily show such a degree of feebleness of the mental faculties, resulting from old age, as in her case to be designated as dotage. It appears that Mrs. Moore permitted a small dog to remain in the house which she occupied, and tha,t she spat on the floor— things which she would never have done or tolerated in others about her home in her earlier life. The house in which Mrs. Moore lived was very old, much dilapidated, and the floor was probably in such a state of decay that her sense of cleanliness was not shocked by the practice which was attributed to her. As she lived alone much of the time, she may have kept the dog in her home for the protection which his watchfulness afforded, and particularly so since she at all times, as appears from the testimony, kept some money hidden about the premises. Under such circumstances, Mrs. Moore’s custom of keeping a dog in the house and of spitting on the floor cannot be regarded as furnishing much evidence of any loss of mental power. After the attack of pneumonia which Mrs. Moore had, she became irritable; but mere peevishness and excitability of disposition do not of themselves constitute proof of intellectual degeneracy: 16 Am. & Eng. Enc. Law (2 ed.) 611. Mrs. Moore was at times afflicted with neuralgia, which affected her very much; but, as these attacks occurred in the winter, as testified by Dr. Flanigan, and were probably superinduced by cold weather, she was evidently not inconvenienced by any .nerve affection in August, when the deed was executed. We are satisfied that, though Mrs. Moore’s old age was accompanied by a natural enfeeblement of physical and mental powers, yet the sagacity for which she had been noted, and which she exercised in all business transactions, remained intact until her death, evidencing an unimpaired judgment, which, in all cases, is the criterion of mental capacity.

The evidence shows that when Mrs. Moore purchased the Douglas County farm she expressed an intention to have the land conveyed to her daughters, the plaintiffs, and to her son, the defendant; but instead, when the deed was éxecuted, she took the title in her own name. For a share of the crops she leased the farm to her son-in-law, Grant Ames, for a term to expire October 1, 1904. During his tenancy a freshet carried away a part of her fence, and because he refused to make the necessary repairs, in consequence of which some of the crops were destroyed by hogs, Mrs. Moore became angry at him, moved from the dwelling house on the farm into an old log cabin on the premises, and, beginning with the close of his term, leased the land to another for one year. Mrs. Moore, in the fall of 1904, moved to Oakland, where she took a lease of a house and cared for herself until January 1, 1905, when her daughter, Mrs. Wolcott, also moved into the same dwelling, where she lived until July 1st of that year. As Mrs. Wolcott’s husband was an invalid and unable to perform manual labor, the burden of supporting his family devolved upon his wife, and for this reason he seemed to be the object of resentment by his mother-in-law, who frequently remarked that she intended so to dispose of her property that neither he nor Ames could secure any 'of it, but that their wives should annually have the use of a part thereof for their respective lives. Mrs. Moore died, however, before consummating such a change in her last will and testament. The deed to the defendant was evidently made to effectuate her purpose of preventing Ames and Wolcott from enjoying any of her bounty, though she expected to reward their wives for the kind services they had rendered her. We believe that Mrs. Moore possessed sufficient intelligence to remember those that should have been the objects of her bounty, to comprehend the extent and character of her property, and to realize that the execution of the deed to the defendant would necessarily deprive her other residuary legatees of an equal distribution of her estate, and that she possessed an “active memory,” rendering her competent to make a valid contract: Carnagie v. Diven, 31 Or. 366 (49 Pac. 891) ; Swank v. Swank, 37 Or. 439 (61 Pac. 846) ; Dean v. Dean, 42 Or. 290 (70 Pac. 1039) ; Hamilton v. Holmes, 48 Or. 453 (87 Pac. 154) ; Owings v. Turner, 48 Or. 462 (87 Pac. 160) ; Reeder v. Reeder, 50 Or. 204 (91 Pac. 1075).

2. The plaintiffs’ counsel, in order to maintain the decree rendered in the case at bar, contend, in effect: That Mrs. Moore, by reason of extreme age, did not understand the nature or effect of her act, and never intended to execute an absolute deed; that she was persuaded to sign the instrument in consequence of the defendant’s undue influence and misrepresentation which, in her enfeebled condition, she could not resist; that she was the victim of a fraud practiced by her son, who obtained the conveyance for the consideration expressed in the contract; that the deed is void because it is founded upon an inadequate consideration, which, though specified, was never performed; and that the instrument never really went into effect.

The questions will be considered in the order stated. The testimony shows that, although Mrs. Moore could not well read ordinary manuscript, she could peruse printed matter. Hence since the deed, contract, and letter were typewritten, she surely understood the contents of these papers. It will be rememberd that, when she took these papers to Oakland, she stated, in the hearing of Dr. Gilmour, the purpose of her visit, and also detailed the substance of the deed and contract, thus conclusively, we think, proving that she understood the nature and effect of her act and evidencing her intention to execute an absolute deed.

3. The defendant, prior to August 29, 1905, stated to some of his relatives that, if he could secure a lease of his mother’s farm for the term of her life, he would improve the premises and care for her during that time. After the deed was signed, he also explained to others that he had obtained a life lease of such land. These declarations, it is asserted by plaintiffs’ counsel, tend to show that Mrs. Moore understood that she was leasing the farm to defendant, and not conveying it to him. The defendant’s explanation of his assertions, as detailed, is that he understood his care for his mother during her life made the transaction equivalent to a lease of the premises for that term. His belief as to the legal effect of the deed and contract will not govern their interpretation, unless there was a mutual mistake in their execution, which evidently is not the fact. The deed was executed in the absence of the defendant, who had not seen his mother since he called upon her. What time intervened between such visit and the making of the deed cannot be determined from the testimony with any degree of accuracy. No evidence of any misrepresentations made by the defendant to his mother appears from an inspection of the transcript. It is very doubtful if he or any other person was capable of influencing her in any manner, for she possessed to the last an indomitable will. This trait of character is evidenced by the testimony of Mrs.' Wolcott, who, when interrogated concerning her mother, deposed as follows:

“Q. Did you find that it was easy to persuade her in various matters?”

“A. No, sir; I did not.”

“Q. It is pretty hard to persuade her?”

“A. Yes, because I tried to persuade her to come back here in Oakland, but she would not stay.”

We believe Mrs. Moore’s extreme age and enfeebled condition did not prevent her from exercising an independent judgment, since she deliberately determined to exclude her sons-in-law, Ames and Wolcott, from participating in the distribution of her property, and to convey the farm to the defendant. A careful examination of the testimony fails to disclose any fraud practiced by the defendant upon his mother.

4. The remaining question is the validity of the deed, which, it will be remembered, is challenged on three grounds. The contract of a son or daughter to care for and support parents during their lives, for a conveyance of real property, is deemed an adequate consideration for the land: Page, Cont. Section 224. If the terms of a contract are faithfully executed by the grantee, the intimate relation existing between such parties prevents a comparison of the worth of the property conveyed with the value of the services stipulated to be performed: Pomeroy’s Eq. Juris., Section 962. For any substantial failure in this respect, however, a court of equity will, in a suit instituted for that purpose, set aside the agreement of the parties and reinvest the title to the land in the parent: Thomas v. Thomas, 24 Or. 251 (33 Pac. 565). In the case at bar, Mrs. Moore did not transfer all her property to the defendant, for it will be remembered that at her death she possessed $10,366, one-third of which sum, less the expenses of administration, Mrs. Ames and Mrs. Wolcott will receive. A person who is sui juris and has no creditors may make such disposition of his property by will or deed as he pleases, and, though expectant heirs may be disappointed by the distribution made by their ancestor, the law affords them no remedy for the frustration of the hopes which they entertained. We believe the consideration expressed in the deed and contract was sufficient.

5. The testimony shows that, after the agreement was consummated, the defendant immediately began making preparations to move to the farm, by disposing of his property and closing up his business in Josephine County, as required by the terms of the contract. Before he had completed such arrangements, however, his mother became ill and was taken to a neighbor’s house. Upon receiving notice thereof, he instantly went to her, and she promised to remain where she then was until he could establish a home on the farm; but, after he left, her health being somewhat restored, she returned to the log house, where the defendant found her when he moved with his family, arriving two days prior to her death. The contract made it necessary for the defendant to maintain a separate room for his mother, beginning July 1, 1906; but he was required to commence caring for her as soon as he could conveniently adjust his business in Josephine County and move to the farm. He performed the consideration specified in the contract.

6. The deed, executed by his mother, was duly delivered to him soon after its execution, and such surrender effectuated a transfer of the title, though the deed was not immediately recorded.

7. Believing that Mrs. Moore on August 29, 1905, was competent to make a valid contract; that she was not induced by fraud or undue influence to execute the deed, and that the consideration therefor was adequate and fully performed, the decree is reversed, and the suit dismissed. Reversed: Dismissed: Rehearing Denied.