Bengoechea v. Bengoechea

677 P.2d 501, 106 Idaho 188, 1984 Ida. App. LEXIS 434
CourtIdaho Court of Appeals
DecidedFebruary 28, 1984
Docket14298
StatusPublished
Cited by12 cases

This text of 677 P.2d 501 (Bengoechea v. Bengoechea) is published on Counsel Stack Legal Research, covering Idaho Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bengoechea v. Bengoechea, 677 P.2d 501, 106 Idaho 188, 1984 Ida. App. LEXIS 434 (Idaho Ct. App. 1984).

Opinion

WALTERS, Chief Judge.

This is an appeal from a judgment imposing a trust upon real property which had been conveyed before the grantor’s death. The beneficiaries of the trust are the same persons who otherwise would have received the property under the grantor’s last will and testament. We affirm.

Approximately one year before his death in 1977, the grantor, Victor L. Bengoechea, conveyed title to two parcels of real property to his son and daughter-in-law, Melvin and Shirley Bengoechea. It is undisputed that, at the time of the conveyance, Melvin told his brothers and sister that the transfer was to facilitate selling the property if Victor became incapacitated and needed money to pay for his medical care. Later, when Victor passed away, Melvin indicated to his brothers and sister that he would sell the property and share the proceeds with them equally, in accordance with Victor’s last will and testament. Subsequently, when they became insistent that Melvin act, he told them that the property was his and that he was not required to, and would not, give them an interest in the property or its proceeds. They filed a lis pendens against the property and sued, asking the court to quiet title to the property in them and to determine the interest to which Melvin and Shirley were entitled. Melvin and Shirley answered and counterclaimed, asking‘for damages resulting from the plaintiffs’ clouding title to the property.

After trial to the court, a judgment was entered which vested a one-seventh interest in the real property in six of Victor Bengoechea’s seven sons, 1 and in his daughter. The court found and concluded that Melvin held the property “in trust” for the benefit of those devisees under Victor’s last will and testament. The court ordered Melvin to divide the property into seven equal parts and convey a fee simple title to six of the parts to the plaintiffs. It denied relief to Melvin and Shirley on their counterclaim.

On this appeal, Melvin challenges several findings of fact made by the court. He also asserts that the uncontradicted testimony of a witness and the execution by Victor of a gift tax return were erroneously disregarded by the court. He further contends that the findings of fact do not support the conclusions of law and the judgment. Finally, Melvin argues that the trial court should not have “assigned] to counsel the task of drawing findings of fact and conclusions of law.”

I

First, we will examine Melvin’s specific challenges to the findings of fact. We note that, in actions tried without a jury, finding the facts is the province of the court, as trier of fact. Under I.R.C.P. 52(a), the court’s findings “shall not be set aside unless clearly erroneous.” The corollary to this rule is that clear error will not be found where findings of fact are supported by substantial and competent, though conflicting, evidence. Rasmussen v. Martin, 104 Idaho 401, 659 P.2d 155 (Ct.App.1983). Where evidence is conflicting, the task of weighing the evidence is reserved to the trial court. Id.

The court found that Melvin “had the opinion that he held the land in trust for the whole family, but that he had the ultimate authority to manage the land and sell it if he felt this would benefit the family.” The court further found that Melvin only claimed sole ownership after other members of the family insisted on sharing management. It also found that, though the conveyance was absolute in form, Victor and Melvin intended that Melvin and Shirley would hold the land in trust for Victor’s devisees, the plaintiffs here. Finally, the court found that Melvin’s state *191 ments concerning the status of the real property, made before and immediately after Victor’s death, constitute the most reliable evidence of Victor’s intent.

As to the finding that he “had the opinion that he held the land in trust for the whole family,” Melvin argues that he testified to the contrary at trial and that there is no testimony or evidence in the record to support this finding.

It is true that Melvin testified at trial that the only condition upon the conveyance of the property was that Melvin would sell the property if his father needed money to pay for his medical care. Melvin testified at trial that Victor had never specified what Melvin should do with the property if it were not sold to pay Victor’s medical expenses. He testified that he intended to divide the property out of his own generosity and not to satisfy any requirement imposed by Victor. Melvin’s wife, Shirley, also testified that Melvin had told her that the land belonged to just the two of them.

However, one of Melvin’s brothers testified that, during the time when the deeds were being prepared, and again following Victor’s funeral, Melvin told him that Victor had deeded the property to Melvin so that each of the children would have a portion of the property. That brother testified that when he was the only one living close to Victor, his name “was on [Victor’s] checking account” and that who Victor used for assistance “depended upon which member of the family was here at that time and could help him with these things.” He also testified that Melvin had told him the land would be shared equally between Victor’s children because “this is what [Victor] had wanted.”

A second brother testified that, at the funeral, Melvin said that “he’d get the bills all paid and get the deeds out to the boys.” The sister testified that Melvin had told her that “if anything would happen to his father that he would divide [the property] up as the will said.”

In a deposition, published at trial, Melvin’s wife, Shirley, testified that Melvin had told her that the purpose of conveying the property was to sell the property to pay expenses of Victor’s care, if necessary, and “to split the property with everyone else” if a sale was not necessary. In his deposition, when asked if he agreed with Shirley’s statements, Melvin answered “I did before” his brothers and sister began pressuring him to act, and that he guessed that his father had such a division of the property in mind.

Also, evidence adduced at trial showed that Melvin had distributed among his brothers and sister money which had been in accounts in both Melvin’s name and Victor’s name. All of this money had been put into the accounts by Victor. There was no evidence adduced to show that Melvin had been expressly required to distribute this money to his brothers and sister.

Upon these facts, the court made the contested findings — that Melvin believed that he held the land in trust for his brothers and sister, that Victor intended him to do so, and that Melvin’s statements, made before and immediately after Victor’s death, constituted the most reliable evidence of Victor’s intent. Melvin asserts that these findings are clearly erroneous. We believe that the evidence is conflicting, insofar as these findings are concerned. Weighing this conflicting evidence is the task of the trial court. Rasmussen v. Martin, supra. These findings are supported by substantial and competent, though conflicting, evidence and will not be disturbed. I.R.C.P. 52(a).

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Bluebook (online)
677 P.2d 501, 106 Idaho 188, 1984 Ida. App. LEXIS 434, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bengoechea-v-bengoechea-idahoctapp-1984.