Baldwin v. Birchby

346 P.2d 278, 1959 Wyo. LEXIS 50
CourtWyoming Supreme Court
DecidedNovember 17, 1959
Docket2895
StatusPublished
Cited by9 cases

This text of 346 P.2d 278 (Baldwin v. Birchby) is published on Counsel Stack Legal Research, covering Wyoming Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Baldwin v. Birchby, 346 P.2d 278, 1959 Wyo. LEXIS 50 (Wyo. 1959).

Opinion

Mr. Justice HARNSBERGER

delivered! the opinion of the court.

Tliis is an appeal by'plaintiffs below "from-the judgment entered which found generally in favor of defendants and decreed that, plaintiffs take nothing by their action.

The contesting parties are the four children, two daughters and two sons, of James-Birchby, Sr., now deceased, and this suit was brought by the daughters against the sons to cancel and set aside deeds executed by the father during his lifetime conveying-his properties to the sons; to require the-sons to reconvey a one-half interest in the-properties so conveyed unto the daughters;. to account for rents and profits received from those properties, paying over all of' the same to the administratrix of the deceased’s estate, and account for stocks, bonds, hotel property, rents, income, cash, paper and documents of the deceased coming into their possession from the decedent..

The deeds involved are as follows: (1) A warranty deed dated January 2, 1956, conveying business and hotel property con *279 sisting of certain lots in the city of Sheridan, Wyoming, which, with improvements thereon, was alleged to be of the value of $150,000. (2) A warranty deed dated March 9, 1955, conveying a house and a business property consisting of other lots in Sheridan, Wyoming, which, with improvements thereon, was alleged to be of the value of $62,000.

Defendants admit that at the time the deeds were executed the deceased was in the neighborhood of 95 or 96 years of age, and that they occupied positions of trust and confidence-with their father. Plaintiffs •charge that the deceased was senile, ill, hard of hearing, of unsound mind, incapable •of transacting business or comprehending the nature and effect of signing the deeds; that the sons took advantage of their close and intimate relations with their father and procured him-to execute the deeds with the intention of cheating and defrauding their sisters.

The testimony and evidence is voluminous and, although it is somewhat conflicting with respect to the mental capacity of deceased when he executed the deeds, appellants seem also to rely upon the legal presumption against the validity of a gift from parent to child where their business relations placed the child in a position of trust and confidence with the parent, and which places the burden upon the child to refute the presumption of undue influence. See 39 Am.Jur., Parent and Child, § 100, pp. 745, 746, and authorities there cited. Appellants likewise stress the highly fiduciary nature of the relationship of one of the sons who is a lawyer and who performed at least some legal service for deceased, including preparation of the questioned deed, as bearing upon the charge of fraud and the exercise of undue influence in obtaining the deeds. See 5 Am.Jur., Attorneys at Law, § 45, p. 285.

On the other hand, the record is replete with testimony of numbers of witnesses which tended to refute and rebut those presumptions. This evidence may be summarized, substantially in their own words, by those witnesses who testified as follows:

During the period the deeds were executed, deceased was determined in his way of doing things and not easily influenced; he could not be influenced; he had a mind of his own; he could not be talked into doing anything he did not want to do; deceased kind of ran the show; the sons were just taking orders from him; he was a strong-minded man, he had his own opinions and they were not easily changed; both sons did as deceased told them; a person could not talk him out of anything when he made up his mind; deceased told others what he had done with his property and told what his intentions were; deceased instructed his son, the lawyer, to draw up the deed; when the deed was prepared, deceased read and signed it; in late 1955 or early 1956, deed to hotel was prepared by witness at deceased’s direction, conveying 50 per cent each to sons; deceased insisted the deed be .made that way; deed was not prepared at the instance of either son; it was entirely the act of deceased; one of the questioned deeds bears date of January 2, 1956, and deceased had already given the sons the Sportsman’s Bar building, the property covered by the other deed; both deeds were executed upon deceased’s instructions and were entirely the act of deceased; one deed was signed and acknowledged right after Christmas 1955, but bore date January 2, 1956, because deceased had already given the sons the Sportsman’s Bar building and house in 1955, and deceased did not want the sons to pay too much gift taxes; the witness prepared the deeds executed by deceased at his direction; neither of the sons suggested those deeds be executed; on July 11, 1955, the deceased’s condition was not weak; on the afternoon of the morning deceased executed it, deceased told witness to file the deed; deceased first gave the deed to his sons right after he signed it, but they gave it back to him and deceased looked at it and studied it; deceased -was alert until the time of his death; the lawyer son never influenced his father; deceased remained keen to the day of death; nobody ever dictated to deceased to the date of his death; he was strong minded; *280 deceased was an old man in 1955 and 1956 with an alert mind and played-out body, but with no changes in mental capacity up to the time just before his death, except maybe he was a little more quiet; he knew exactly what he was saying and doing; before deeds were executed, when alone with a witness, deceased said his intention was to give the hotel to his son, James C. Birch-by, and the ranch to his son, Edward Birchby; later in January or February 1955, deceased said the boys were going to get the property anyway, so it made no difference to him how certain income was applied; deceased also said he was not going to draw a will, that he did not need one; that he was going to give all his property away anyway; in December 1955, deceased told how happy and proud he was of his sons and that he was going to transfer the hotel over to the boys; outside of his age, deceased was not any different from what he had been previously and in those previous years deceased had a mind of his own and would have been quite hard to influence; in 1955 deceased was just as good mentally as he was 20 years before; he was a good, prudent businessman and witness wished he was half as smart as deceased was in 1956; deceased said the property would be in the hands of the boys and it would be up to them; anyway, if they went broke that was their own fault; deceased said he had turned everything over to his sons and mentioned it a time or two; in 1952 deceased said he was going to leave the ranch to Ed and the hotel to Jim, his sons; deceased also mentioned he was going to give the boys this place or that place and then in a few days he said, “Well, I give the boys a deed”; and he wanted the boys to have it.

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Bluebook (online)
346 P.2d 278, 1959 Wyo. LEXIS 50, Counsel Stack Legal Research, https://law.counselstack.com/opinion/baldwin-v-birchby-wyo-1959.