Ball v. Fleshman

1938 OK 380, 83 P.2d 870, 183 Okla. 634, 1938 Okla. LEXIS 381
CourtSupreme Court of Oklahoma
DecidedJune 7, 1938
DocketNo. 27174.
StatusPublished
Cited by17 cases

This text of 1938 OK 380 (Ball v. Fleshman) is published on Counsel Stack Legal Research, covering Supreme Court of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ball v. Fleshman, 1938 OK 380, 83 P.2d 870, 183 Okla. 634, 1938 Okla. LEXIS 381 (Okla. 1938).

Opinion

HURST, J.

Robert A. Eleshman died intestate on November 12, 1933. lie was survived by bis widow, one son,. one daughter, and three grandchildren, who were the children of a deceased daughter. This action was brought by tbe grandchildren against the widow, tbe son and bis wife, and tbe daughter and her husband. Tbe controversy involves tbe validity of two warranty deeds dated April 23, 1932, executed by Robert A. Eleshman and bis wife, Mary A. Eleshman, conveying all of the real estate then owned by them to their son and daughter, to tbe exclusion of the grandchildren, but reserving to the grantors “all the rents and incomes from said land during their natural lifetime.”

The plaintiffs in their petition set out two causes of action. In their first cause of action they alleged, in effect, that Robert A. Eleshman had been mentally incompetent for several years prior to his death, and that the deeds were acquired by undue influence and were null and void. It was alleged, also, that Robert A. Eleshman “did not sign the purported deeds,” and that they now “bring this action for the purpose of canceling and setting aside of said deeds and for the purpose of the court causing said estate to be administered or to grant to the plaintiffs such equitable relief to which they are entitled.” The material allegations of the prayer are as follows: “Wherefore, plaintiffs pray that they have and recover from the defendants their proportionate share of the estate of Robert A. Eleshman, deceased, and that the said deeds * * * be canceled to the extent of the interest of said plaintiffs. * * *”

In plaintiffs’ second cause of action they incorporated the allegations of the first cause of action and sought to recover certain rents and profits arising from said land, and also attorney’s fees and exemplary damages.

The cause was submitted to a jury, and a verdict returned in favor 'of defendants. Judgment was entered thereon, and plaintiffs bring this appeal.

We must first determine whether this action is legal or equitable in its nature. In Mid-Continent Life Insurance Co. v. Sharrock (1933) 162 Okla. 127, 20 P.2d 154, it was held that the question of whether a case is legal or equitable in its nature is determinable by the pleadings, rights, and remedies of the parties, and if it appears that the primary cause of action is equitable in its nature and that there are other issues of a legal nature which are incidental to the primary cause of action, the cause is one of equitable cognizance and will be determined .on equitable principles. Also in Warner v. Coleman (1924) 107 Okla. 292, 231 P. 1053, where the petition commingled the legal action of ejectment with the equitable action of rescission, it was held that a petition which does not allege facts to show that plaintiff is the owner of the legal or equitable title, and entitled to immediate possession of the premises, but alleges a state of facts for rescission of a deed on the ground of fraud, on account of which equitable relief is prayed to the end that the title be reinvested in the plaintiff, the action is one of equitable cognizance, although the possession may follow as an incident to the granting of the equitable remedy. We think it clear in the instant case that the gravamen of the action is the cancellation of the deeds. In fact, plaintiffs so stated in their petition. Moreover, there are no allegations to the effect that plaintiffs are the owners of the legal or equitable title to the real estate in controversy, or that they *636 are entitled to tlie immediate possession thereof. Under the allegations of the petition, the right to possession as well as the legal title would follow as an incident to the granting of the equitable remedy of cancellation. The answer of defendants, being a general denial, injected nothing additional into the action in this regard. It therefore appears that this is a case of equitable cognizance.

The first contention of plaintiffs deals with the sufficiency of the evidence. In determining this issue certain rules are fundamental. In an equitable action the judge may call a jury or consent to one, for the purpose of advising him upon the questions of fact, but he may adopt or reject its conclusions, as he sees fit, and the whole matter must eventually be left to him to determine. Mid-Continent Life Ins. Co. v. Sharrock, supra. We must treat the general findings of the court as a finding of every specific thing necessary to sustain the judgment and must examine the whole record and weigh all the evidence. The judgment of the trial court will be reversed only if, from such examination, we find it to be against the clear weight of the evidence.

With these rules in mind, we have carefully read the voluminous record in this case. On the issue of mental capacity and undue influence, the evidence was directly conflicting. Plaintiffs and their witnesses testified as to the peculiar conduct of the deceased for two or three years prior to his death and as to the conduct of his wife in dealing with him, tending to show that he was mentally deranged. They also gave their opinions to that effect. On the other hand, the acts referred to were' flatly denied by the defendants and their witnesses, and they expressed their opinions that deceased was mentally competent and transacted his own business up until a few weeks before his death. We find no evidence of undue influence, and such evidence as there is on this point was to the contrary. It would serve no useful purpose to comment at length upon the evidence relied upon by the parties in this connection, for we think it quite apparent that the finding of the trial court on this issue of fact is not against the clear weight of the evidence.

The issue of forgery, however, presents a more difficult question. We frankly state that we see scarcely any resemblance between the signatures of Robert A. Fleshman, admitted to be genuine, and those alleged to be forged. Moreover, a handwriting expert testifying on behalf of plaintiffs stated that they were forgeries. But he did not state, except upon hearing had on motion for now trial, who, in his opinion, was the author of the forgery. His testimony was negative in character. Likewise plaintiffs themselves stated that the handwriting on the deeds was not that of deceased. The record also discloses certain facts which plaintiffs assert cast a doubtful light on the whole transaction, namely, the fact that the de^ds bore the date of April 23, 1932, .and were not recorded until December 11, 1933, the day before Robert A. Fleshman died, both being recorded on the same day; the fact that plaintiffs were not permitted to see the deeds until they procured a court order; and the facts purporting to show the interest of defendants’ alleged disinterested witnesses.

On the other hand, the evidence adduced by defendants was directly contradictory on practically every material point. On their behalf, a banker, who was the notary public taking the acknowledgment on the deeds in question, testified that they were signed by Robert A. Fleshman in his presence and that he saw deceased affix his signature thereto. He further detailed the events in connection with the execution of the deeds. To impeach his testimony plaintiffs produced witnesses who stated that his reputation in the community for truth and veracity was bad, but to rebut this, defendants- introduced similar evidence to the contrary.

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Bluebook (online)
1938 OK 380, 83 P.2d 870, 183 Okla. 634, 1938 Okla. LEXIS 381, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ball-v-fleshman-okla-1938.