Burgess v. Colby

71 P.2d 185, 93 Utah 103, 1937 Utah LEXIS 42
CourtUtah Supreme Court
DecidedSeptember 3, 1937
DocketNo. 5885.
StatusPublished
Cited by5 cases

This text of 71 P.2d 185 (Burgess v. Colby) is published on Counsel Stack Legal Research, covering Utah Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Burgess v. Colby, 71 P.2d 185, 93 Utah 103, 1937 Utah LEXIS 42 (Utah 1937).

Opinions

*105 FOLLAND, Chief Justice.

This is a suit for cancellation of deed to real property and assignments of water stock executed by Joseph Colby to his wife Mary E. Colby, 9 days before his death, on grounds of mental incapacity of the grantor. Want of consideration is also alleged. Colby left surviving him his widow, 2 daughters, 2 sons, and 4 grand-daughters, children of a deceased daughter. He died September 25, 1933. The conveyances to his wife were of the farm consisting of 280 acres, water rights of water used on the farm, and certain city lots in Salina, Utah. In November, 1934, the widow, Mary E. Colby, conveyed the farm and water rights to her sons Roy Colby and Elmer Colby. Shortly thereafter this suit was filed attacking the conveyances from Colby to his wife. The case was tried to the court sitting with an advisory jury. The only issue submitted was respecting the mental capacity of Joseph Colby at the time of the signing of the deed and water stock assignments. The jury returned a verdict finding that “at the time Joseph Colby signed the deed in question on the 16th day of September, 1933, his mental faculties were so deficient and impaired that he did not have sufficient power to comprehend what he was doing, its nature, and its probable consequences and to act with discretion in relation thereto.” The trial judge adopted the verdict and made findings of fact and conclusions of law in harmony therewith, and entered a decree setting aside and canceling the deed to the land and the assignments of the shares of water stock.

On this appeal the assigned errors raise questions with respect to: (1) The sufficiency of the complaint to withstand general demurrer; (2) sufficiency of the evidence to sustain the findings and decree.

The only allegation of incapacity of the grantor in the complaint is the following:

“That at the time that said deed was executed and for a long time prior thereto and subsequent, the said Joseph Colby, was, owing to disease of the head and body and old age, being then about 78 years of age, and of unsound mind to such an extent as to be wholly in *106 capable of transacting business; and never knew to the day of his death that he had made such a deed, but always thought he still owned said lands and personal property and continued to be in control thereof until his death.”

A general demurrer was filed and overruled. This is a direct allegation that “Joseph Colby was * * * of unsound mind to such an extent as to be wholly incapable of transacting business” at the time the conveyances were made. This is a sufficient allegation and is not vulnerable to attack by general demurrer. 9 C. J. 1237. So, also, the complaint was not defective in pleading the instruments sought to be canceled. It is not necessary to set them out in haec verba. The pleading of the conveyances, in their general effect, was sufficient. 9 C. J. 1239. This was done.

We believe the evidence is not sufficient to support the findings of fact and the decree. The test applicable has been stated in O’Reilly v. McLean, 84 Utah 551, 37 P. (2d) 770, 772, wherein the court quoting from Hatch v. Hatch, 46 Utah 218, 148 P. 433, adopts the test stated in Teegarden v. Lewis, 145 Ind. 98, 40 N. E. 1047, 44 N. E. 9, as follows:

“In ordinary contracts the test is, ‘Were the mental faculties so deficient or impaired that there was not sufficient power to comprehend the subject of the contract, its nature and its probable consequences, and to act with discretion in relation thereto, or with relation to the ordinary affairs of life?’ ”

The conveyances were in the nature of a testamentary disposition of the property of the deceased, his age and the nature of his sickness being such that he stood in contemplation of death. A recent test as to testamentary capacity was stated in Re Hanson’s Estate, 87 Utah 580, 52 P. (2d) 1103, 1116, as follows:

“The true test is as to whether the testatrix had ‘sufficient mind and memory [at the time of making the will] to remember who were the natural objects of her bounty, recall to mind her property, and *107 dispose of it understandingly according to some plan formed in her mind.’ ”

This being- a suit in equity, we are privileged, and it is our duty, to ourselves weigh the evidence and conclude what the findings should be with respect thereto. This, of course, we do only after giving due consideration and weight to the verdict of the jury and the findings of the trial court. A careful reading of the record leads to the conclusion that plaintiffs have failed to sustain the burden of proof, but that, on the other hand, the fair preponderance of the evidence sustains the view that Joseph Colby was mentally competent to dispose of his property at the time of making the conveyances in question measured by the tests above quoted.

Joseph Colby was 78 years of age at the time of his death. His wife was 76 years of age. They had lived together for many years in Salina, Sevier county, had reared 5 children to maturity, and on the death of a daughter had reared her 4 children. They had accumulated some little property, including stock in the local bank, 280 acres of farm land, water rights represented by shares of stock in a canal system, certain town lots on which was their home, together with some sheep, cattle, poultry, and such other property as farmers usually have. The 4 remaining children were of age as were also 3 of the 4 grandchildren whom they had reared. Colby had been a man of strength of body and vigor of mind, well able to take care of his own business affairs. There is no intimation of mental disease or of any weakening of the mental faculties prior to the time of last illness. Insanity, imbecility, and feeble-mindedness play no part whatever in the case. Neither is there any suggestion of mental peculiarities, vagaries of mind, or of psychological disturbances. Colby became sick and confined to his bed about 3 or 4 weeks before his death. We are left in the dark as to the precise nature of his illness. The record discloses that two different physicians attended him and *108 that one of them gave him a “hypo,” but neither doctor was called to testify. Whatever the nature of his illness, he grew progressively worse and for the last day or two prior to his death was unconscious. Early in his sickness he was disturbed in mind about his property, and several times mentioned that he wanted it “fixed up proper.” On September 7th he signed a document assigning to his wife the shares of bank stock held by him. That transaction is not questioned in this case. On September 16th H. B. Crandall, cashier of the local bank, was called by Mrs. Jensen, a daughter and one of plaintiffs, to prepare a deed. He came in the afternoon of that day, but finding it difficult to obtain from Colby correct descriptions of his lands, left the house and obtained such descriptions from other sources. Crandall returned in the evening with a warranty deed containing the descriptions of the lands owned by Colby, made out in typewriting and ready for execution. The deed was signed by Colby, witnessed by Alvin Sorenson and Roy Colby, acknowledged by H. B.

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Bluebook (online)
71 P.2d 185, 93 Utah 103, 1937 Utah LEXIS 42, Counsel Stack Legal Research, https://law.counselstack.com/opinion/burgess-v-colby-utah-1937.