Bergman v. Smalley

1951 OK 308, 237 P.2d 881, 205 Okla. 313, 1951 Okla. LEXIS 665
CourtSupreme Court of Oklahoma
DecidedNovember 13, 1951
DocketNo. 34685
StatusPublished
Cited by3 cases

This text of 1951 OK 308 (Bergman v. Smalley) 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
Bergman v. Smalley, 1951 OK 308, 237 P.2d 881, 205 Okla. 313, 1951 Okla. LEXIS 665 (Okla. 1951).

Opinion

JOHNSON, J.

The parties herein occupy the same positions as in the trial court and hereafter they will be referred to as plaintiff and defendants.,

This is an appeal from the district court of Washita county, Oklahoma, involving the validity of two warranty deeds to two quarter sections of land, [314]*314in which Jacob K. Bergman was grant- or and Harvey Smalley and Lavita Smalley, husband and wife, were the grantees, and not related to grantor by affinity or consanguinity.

Grantor died on the 14th day of February, 1949, and Alfred G. Gray was appointed and qualified as his administrator and brought suit to cancel the deeds of grantor, under which the grantees claim the said land located in Washita county, Oklahoma.

Plaintiff alleged that because of Jacob K. Bergman’s bad health, old age and infirmity, the confidential relationship between him and the grantees, the defendants herein, the undue influence, domination, and control exercised by them over him and the lack of consideration, lack of independent advice and counsel to grantor, the deeds were invalid and should be canceled.

The defendants’ answer denied these allegations, except as to old age and infirmity.

The cause was tried to the court February 9, 1950. Defendants’ demurrer to plaintiff’s evidence was overruled and case continued to the 23rd of February, when judgment was rendered for the defendants. Thereafter, the administrator resigned and Bill Bergman was appointed as his successor and the cause was revived in his name.

Plaintiff presents his assignments of error under three propositions, which, in substance, are that the judgment is against the clear weight of the evidence, is not sustained by the evidence, and is contrary to law.

A judgment, in an action of equitable cognizance, must and will be affirmed unless the judgment is clearly against the weight of the evidence. Mosier v. Tinker, 118 Okla. 85, 246 P. 593.

The defendants’ brief outlines fairly the essential highlights of the testimony adduced in behalf of the plaintiff and defendants, which was, in substance, as follows:

Plaintiff, administrator of the estate of Jacob K. Bergman, deceased, testified as to his official capacity. Harvey Richert testified that he made deceased’s tax returns and that Harvey Smalley furnished the books and records for such computation. Isaac Bergman, brother of deceased, testified that he had rented some land from deceased and that he visited deceased “off and on, different times”; that deceased told him to see Harvey, that he was taking care of the money for him. A sister of deceased, Sarah Reimer, testified she visited deceased “ . . . whenever we had some business at Weatherford . . .”, and also that the family had a lawsuit over their mother’s estate; that the deceased was never married and had no children. Cornelius Bergman, another brother of deceased, testified that he saw deceased only a few times during his last 3-year illness; that deceased left his parents’ home at an early age, and lived with the Dunn family from that time until his death, a period of 50 years. Cornelius Reimer, husband of Sarah Reimer, testified that they visited deceased “occasionally”; that deceased lived in the Dunn home practically all his life, and that defendant Lavita Smalley lived in the same home several years. A brother-in-law, E. G. Dierk-son, testified that the deceased never discussed his business with witness. Justina Bergman, whose husband was a brother of deceased, testified as to conflict over a mortgage held by deceased; that defendant Harvey Smalley took no part in it. Jacob Penner, a nephew by marriage, testified as to the good care that the deceased received during his illness. Plaintiff’s witness, Frank Pen-ner, a nephew by marriage, of deceased, testified that deceased never discussed his business with witness. A witness, Menno Bergman, testified that deceased and defendant Harvey Smalley had been associated together since 1933 or 1934. Mrs. C.. O. Heidebrecht, niece of deceased, testified that deceased was living in the Dunn home as early as 1924.

The following witnesses testified on behalf of the defendants: Dr. J. L. [315]*315Friedline testified he attended deceased on February 23, 1946, the day the deeds were executed and on 41 other occasions during 1944, 1945, and 1946; that deceased was at all times mentally competent, with a clear and alert mind and specifically so on February 23, 1946; that he was not taking sedatives; that deceased was not ill to the point of ignoring worldly affairs.

Attorney Eugene Forbes testified to doing deceased’s legal work since the ’20’s; to his close acquaintance with deceased and to deceased’s being a shrewd business man. He testified that he prepared and notarized the deeds herein involved; that deceased requested the deeds made, specifying the information and life estate reservation; that deceased was fully competent, strong willed, not subject to influence, fully aware of the consequence and meaning of the deeds and fully capable; that none other than deceased instructed him as to drawing the deeds.

Pete Friesen testified that he was a close acquaintance and partner of deceased for long years; that deceased was of strong will and mind; that his mind during his illness showed no change from prior years; that deceased made statements subsequent to February 23, 1946, showing his knowledge and ratification of the making of the deeds; that defendants possessed their home in town formerly belonging to Bergman and Friesen, prior to the illness of deceased.

Jake Kroeker testified that he was employed by deceased as early as 1924; that deceased was shrewd, of strong mind; that deceased sent him to get Attorney Forbes to draw the deeds in question; that deceased made statements subsequent to the execution of the deeds, indicating his knowledge and ratification of the act; that deceased’s mental condition on the date of making the deeds was “just like always”; that he was fully capable of such act and that deceased stated that the reason for conveying the property was that “ ... he wanted to dispose of his property while he was still alive; he wanted to dispose of it so it would all be cleared up for him when he died”; witness testified as to holding a deed to other property from deceased to defendants in escrow which was executed in 1940, with instructions to deliver same to defendant Smalley in case something happened to deceased; that deceased instructed witness on February 23, 1946, to deliver the deed to defendant Smalley at that time; that defendant Lavita Smalley was taken into the Dunn home under the auspices of deceased when she was 3 years old, remaining there until her marriage; that when deceased executed the deeds in question he stated to witness that he was destroying a will and executing deeds, so there would be no argument about it.

Cpl. Keith LaMee testified that he was taken into the Dunn home in 1940, when he was 10 years of age, out of deceased’s kindness for an under-privileged boy; that he was called to deceased’s bedroom on February 23, 1946, and offered property by deceased and that he refused same; that deceased made statements in 1948 showing his knowledge and ratification of the deeds herein involved.

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Bluebook (online)
1951 OK 308, 237 P.2d 881, 205 Okla. 313, 1951 Okla. LEXIS 665, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bergman-v-smalley-okla-1951.