Blasche v. Himelick, Admrs.

210 N.E.2d 378, 140 Ind. App. 255, 1965 Ind. App. LEXIS 463
CourtIndiana Court of Appeals
DecidedSeptember 27, 1965
Docket19,766
StatusPublished
Cited by19 cases

This text of 210 N.E.2d 378 (Blasche v. Himelick, Admrs.) is published on Counsel Stack Legal Research, covering Indiana Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Blasche v. Himelick, Admrs., 210 N.E.2d 378, 140 Ind. App. 255, 1965 Ind. App. LEXIS 463 (Ind. Ct. App. 1965).

Opinions

CARSON, J.

— This case comes to us on appeal from a judgment of the Franklin Circuit Court. The issues were tried before the court without a jury and were formed by the appellants’ complaint of one paragraph attacking the validity of a certain deed by reason of fraud and undue influence and the answer of the appellee-defendant under Supreme Court rule 1-3. The plaintiffs below, appellants herein, claimed to be heirs of one Robert Viner the grantor in the deed in question. The defendant E. Ralph Himlick died after the case was filed and his son John H. Himelick as administrator of the estate of E. Ralph Himelick was susbstituted as a party defendant.

The court below entered a general judgment giving the plaintiffs nothing by reason of their amended complaint. The plaintiff-appellants filed their motion for new trial setting out that the decision of the court was not sustained by sufficient evidence and that the decision of the court is contrary to law. The overruling of the motion for new trial is assigned as error and brings the case before us.

As has been pointed out many times an assignment that the decision of the court is not sustained by sufficient evidence presents no question to us for review when the appeal is based on a negative judgment.

The assignment that the decision of the court is contrary to law does present a question for our review under the rule laid down in Pokraka v. Lummus Co. (1952), 230 Ind. 523, 104 N. E. 2d 669. In order to understand the issues raised by the pleadings in this case it is necessary that we abstract certain pertinent allegations of the complaint and the answer. The plaintiffs allege that they were first cousins of Robert Viner and that he was the owner in fee simple of certain real estate described in the complaint; that on the date of the [258]*258execution of the deed in question and for more than six months prior thereto he was advanced in age, in feeble health in both mind and body and easily susceptible to the influence, acts and persuasion of others; that he was of unsound mind and incapable of executing a valid deed; that the defendant E. Ralph Himelick was a duly licensed and practicing attorney associated with his son John H. Himelick. The complaint further alleges that said attorneys were the attorneys and confidential advisors for Robert Viner at the time of the execution of the deed; that as a part of other transactions the defendant E. Ralph Himelick fraudulently and with the exercise of undue influence procured a warranty deed to the real estate in question on the 28th day of May, 1951, from Robert Viner conveying said real estate to E. Ralph Himelick; that the defendants E. Ralph Himelick and John H. Himelick knew the weak and feeble condition of Robert Viner and the defendant E. Ralph Himelick corruptly contrived and intended to defraud Robert Viner out of his real estate and that the defendant and his son used their position as attorneys and personal advisors to exercise continuous, persistent and undue influence over Robert Viner; that E. Ralph Himelick did not pay nor promise to pay and has not paid any consideration whatsoever for the .conveyance; that Robert Viner died intestate on the 15th day of August, 1951, leaving these plaintiffs as his sole and only heirs at law; that the defendant claims an interest adverse to the plaintiffs; that they disaffirmed the deed and demanded a re-conveyance of the real estate and offered to pay any amount owed to, or paid by the defendant E. Ralph Himelick in consideration of said conveyance but that said offers were refused and plaintiffs conclude their complaint with a prayer that the claim of the defendants be declared null and void and that the plaintiff’s title to the real estate be quieted.

The defendant John H. Himelick as administrator of the estate of E. Ralph Himelick filed an answer denying all the [259]*259allegations in the complaint under the provisions of Supreme Court rule 1-3.

In the argument portion of appellant’s brief only one proposition is presented namely that the decision of the court is contrary to law. The appellee has assigned cross errors and in the argument portion of appellee’s brief the contention is made that the plaintiffs below, appellants herein, failed to prove their alleged relationship to the deceased grantor Robert Viner. The appellees attack the right of the plaintiffs below to testify to their relationship to the grantor Robert Viner and also the admissibility of certain evidence offered in support of such relationship.

We shall first discuss the assignment of the appellant and then deal with the cross errors assigned by the appellees.

The case presents one main question in our opinion namely, whether or not as a matter of law the action of the decedent constituted undue influence. We feel that this question must be answered in the affirmative.

From the Texas Civil Court of Appeals in an opinion written by Chief Justice McClendon in the case of Bell v. Ramirez (1927), 299 S. W. 655, 658, we find the following language:

“ [6] The well-established rule that the relation of attorney and client is one of uberrima fides rests upon the highest considerations of public policy, and agreements between them in the course of the relation are prima facie presumed to be fradulent, the burden to show them otherwise being cast, as a matter of law, upon the attorney.”

Attention is also called to the language of Justice Nelson in the case of Stockton v. Ford (1850), 52 U. S. 232, 247:

“There are few of the business relations of life involving a higher trust and confidence than that of attorney and client, or, generally speaking, one more honorably and faithfully discharged; few more anxiously guarded by the law, or governed by sterner principles of morality and justice; and it is the duty of the court to administer them [260]*260in a corresponding spirit, and to be watchful and industrious, to see that confidence thus reposed shall not be used to the detriment or prejudice of the rights of the party bestowing it.”

We quote the following language from 98 A. L. R. 2d 1235:

“It is a basic principle of professional conduct that an attorney must faithfully, honestly, and consistently represent the interest and protect the rights of his client, and that he is bound to discharge his duties to his client with the strictest fidelity, to observe the highest and utmost good faith, and to inform his client promptly of any known information important to him. These duties apparently apply to situations where an attorney has personal transactions with the client, since the courts will scrutinize such dealings closely, to the extent of attaching a presumption of fraud or undue influence where an attorney takes a conveyance from a client, and of establishing a rebuttable presumption of undue influence where a lawyer is designated as one of the chief beneficiaries of a will that he has drafted for a client.” (Our emphasis)

We note in examining this very complete annotation that various courts have criticized an attorney for including himself as devisee in a will, among these being the courts in Nebraska, Pennsylvania, Wisconsin, New Jersey, California and Colorado. In the case of Slayback v. Witt et al. (1898), 151 Ind. 376, 50 N. E.

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Blasche v. Himelick, Admrs.
210 N.E.2d 378 (Indiana Court of Appeals, 1965)

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Bluebook (online)
210 N.E.2d 378, 140 Ind. App. 255, 1965 Ind. App. LEXIS 463, Counsel Stack Legal Research, https://law.counselstack.com/opinion/blasche-v-himelick-admrs-indctapp-1965.