Brown ex rel. Kaplan v. Lambdin

1974 OK 155, 531 P.2d 1386
CourtSupreme Court of Oklahoma
DecidedDecember 17, 1974
DocketNo. 46669
StatusPublished
Cited by2 cases

This text of 1974 OK 155 (Brown ex rel. Kaplan v. Lambdin) 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
Brown ex rel. Kaplan v. Lambdin, 1974 OK 155, 531 P.2d 1386 (Okla. 1974).

Opinions

WILLIAMS, Vice Chief Justice.

This is an appeal by plaintiff, H. Leslie Brown, from judgment for defendants, Eugene Lambdin and Viett'a Lambdin, in an action for the cancellation of a deed executed by plaintiff at a time when he was 88 years of age and in poor health. Eugene Lambdin had formerly been plaintiff’s guardian, conservator and trustee. Plaintiff is the cousin of defendants, a brother and sister, and all parties reside in Wichita, Kansas. The deed conveyed about 400 acres of valuable farm land in Grant County, Oklahoma, from plaintiff to defendants.

In the petition filed in his behalf by the new conservator appointed for him by the Probate Court of Sedgwick County, Kansas, plaintiff alleged, in effect, that the defendants, “individually or collectively and in concert with each other”, and while in a fiduciary relationship with him, persuaded him to execute the deed conveying the land to them by the exercise of undue influence, including advice that the transaction would have the effect of reducing probate expenses and estate taxes in the event of his death. There was no allegation that plaintiff was mentally incompetent at any time. He asked that the deed be cancelled.

[1388]*1388At the trial, plaintiff produced no evidence that Vietta Lambdin had anything at all to do with the execution of the deed concerned; as a matter of fact, there was uncontradicted evidence that she first learned about it from plaintiff himself several weeks after it was executed. We therefore summarize the evidence, much of it uncontradicted, as to the relations between plaintiff and Eugene Lambdin.

In his opening statement at the beginning of trial on June 11; 1973, counsel for plaintiff announced that about two months earlier, plaintiff had “lost his ability to be lucid” and was “physically unable” to be present in court or give a deposition.

Plaintiff was a man of considerable means who never married, lived alone and took care of his own personal needs, including cooking. His vision and hearing were defective and at time of trial he used a hearing aid and could read only by using a hand-held magnifying glass. He had two elderly sisters. Defendant Eugene Lamb-din, who was about 25 years younger, had known plaintiff all of his life. Apparently at some time in 1966, Lambdin received a letter from the younger of the two sisters asking Lambdin to take care of her older brother and sister if anything happened to her. As a result of this request and later conversations with Brown, Lambdin was appointed Brown’s guardian and conservator by the Probate Court of Sedgwick County, Kansas, in May, 1967. The record shows that Brown and Lambdin were represented by separate counsel at the hearing. It appears that the appointment was made because of Brown’s physical incapacity and not because of any mental deficiency. Thereafter, Lambdin “took care of his person, his property, his welfare and his health”. The elder sister died in 1966 and the younger one in 1967.

Beginning early in 1968, and after learning about the expenses involved in the probate of a sister’s estate, Brown became concerned about the expenses and taxes that would accrue in the event of his own death. Lambdin accordingly conferred with certified public accountants and attorneys specializing in tax matters, who recommended that plaintiff’s property be placed in a trust. Don Lambdin, an attorney who was “very, very distantly related” to both plaintiff and defendants, who had been serving as attorney for the guardian and conservator, drafted the necessary legal instruments after conferences with Eugene Lambdin. It appears that Don Lambdin was not personally acquainted with plaintiff before the guardianship proceedings were begun in 1967.

On February 10, 1971, after proper proceedings in the Probate Court of Sedgwick County, Kansas, and upon a petition signed by plaintiff personally, the guardianship and conservatorship were judicially terminated and Eugene Lambdin was discharged. Again, plaintiff was represented by separate counsel at the hearing on his petition. The next day plaintiff executed a Revocable Trust Agreement by the terms of which he placed all of his property in three separate trusts (A, B and C) for his use and benefit with Eugene Lambdin as trustee. Trust A consisted of some city lots in Kansas and Colorado and the 400 acres of land in Grant County, Oklahoma, here concerned; Trust B consisted of about 2000 acres of land in Kiowa County, Colorado; and Trust C consisted of about $90,000 in various banks and savings institutions and 257 shares of corporate stock. Brown made provision in the trust instrument for the distribution of all of his property to his relatives (cousins) and three charitable institutions in the event of his death; the farm lands in Grant County, Oklahoma, involved in this action, were to be distributed to Eugene Lambdin and Vietta Lambdin. At the same time this instrument was executed, Brown also executed a last will and testament, by the terms of which the Grant County lands were devised to Eugene Lambdin and Vietta Lamb-din.

Plaintiff’s concern for reducing expenses and taxes continued and Lambdin conferred further with tax attorneys and cer[1389]*1389tified public accountants with respect to the tax effects of a present conveyance of the Grant County lands. He reported the results of these conferences to plaintiff, and thereafter, on instructions from Eugene Lambdin, Don Lambdin prepared the necessary legal instruments. Eugene Lambdin picked them up at the attorney’s office and delivered them to plaintiff for his review. When Lambdin left the room, plaintiff was reading them with his magnifying glass. About ten days later, at plaintiff’s request, Eugene Lambdin made an appointment with Don Lambdin for the execution of the instruments. At the appointed time on December 13, 1971, Lamb-din took Brown to the attorney’s office. Also present were Don Lambdin, his secretary and another attorney.

As an attorney, Don Lambdin realized the significance of the fiduciary relationship of the parties. He accordingly asked plaintiff “some general questions for the purpose of determining whether he knew what he was doing and whether it would be all right for him to execute” the instruments. He testified further that “I told him that we were removing the Oklahoma property from the trust in order to save the estate taxes, deeding it to Gene and Vietta Lambdin, and he knew what the documents were that he signed”.

It may be observed at this point that Don Lambdin was called as a witness by, and testified freely for, the plaintiff in the trial of this action. The evidence summarized in the preceding paragraph was given only after rather persistent cross examination by counsel for the defendants, who had taken his deposition about a month before trial.

Plaintiff then executed an Amendment of Revocable Trust Agreement which had the effect of removing the Grant County property from the trust. It included the following paragraph:

“It is the desire of the Grantor that the above described real estate not be held in trust by the Trustee, E. Eugene Lambdin, for the use and benefit of the Grantor. It is the desire and direction that upon reconveyance by the Trustee to the Grantor, that the Grantor, H. Leslie Brown, intends to convey the above described real estate to Vietta Lambdin and E. Eugene Lambdin, in their individual capacity, as a gift to them from the undersigned Grantor.”

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Related

Ledford v. Wheeler
620 P.2d 903 (Court of Civil Appeals of Oklahoma, 1980)
Bickerstaff v. Gregston
604 P.2d 382 (Court of Civil Appeals of Oklahoma, 1979)

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Bluebook (online)
1974 OK 155, 531 P.2d 1386, Counsel Stack Legal Research, https://law.counselstack.com/opinion/brown-ex-rel-kaplan-v-lambdin-okla-1974.