Cain v. Morrison

512 P.2d 474, 212 Kan. 791, 1973 Kan. LEXIS 582
CourtSupreme Court of Kansas
DecidedJuly 14, 1973
DocketNo. 46,972
StatusPublished

This text of 512 P.2d 474 (Cain v. Morrison) is published on Counsel Stack Legal Research, covering Supreme Court of Kansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Cain v. Morrison, 512 P.2d 474, 212 Kan. 791, 1973 Kan. LEXIS 582 (kan 1973).

Opinion

The opinion of the court was delivered by

Foth, C.:

At issue in this case is the effectiveness of two deeds, each dealing with the same land, executed by the appellee Viola E. Cain in favor of her grandniece, the appellant Marva L. Morrison.

The story begins in 1947 when Viola Cain’s husband died. The newly widowed Viola needed someone to help her look after her property and affairs, and she settled on her niece, Zaida Mae Morrison, whom she was educating. She gave Zaida Mae land adjoining her residence in Sedgwick County so as to have her adviser dose at hand. Zaida Mae and her husband, the appellant Marvin Morrison, built a house and moved in, and Zaida Mae assumed her role as confidante and business manager.

[792]*792Beginning in 1960 Viola, who was then about 70 years old, embarked on a program of settling her affairs. This she did by a series of deeds executed and delivered to various of her relatives. These deeds were all promptly recorded, although Viola orally reserved the income from each of the properties for her life. Zaida Mae handled the entire transaction, to Viola’s complete satisfaction.

In 1963 Viola inherited from her father a two-thirds interest in the land in question, an eighty-acre tract in Sedgwick County. In December, 1964, Viola was about to be hospitalized, and she expressed a desire that Zaida Mae’s daughter Marva have her interest in the eighty. The result was the first deed in controversy, dated December 12, 1964, on its face conveying to Marva an undivided two-thirds interest in fee simple. This deed was prepared by Zaida Mae under instructions from Viola which are the key to this law suit, and which will be discussed later.

This deed, unlike the 1960 deeds to other recipients of Viola’s largesse, was not recorded. Instead it was placed in a safety deposit box belonging to Zaida Mae and her husband Marvin. Zaida Mae used the box to store other papers which belonged to Viola, as well as her own. There the deed remained until it was introduced into evidence at the trial of this action in December, 1971.

In the meantime, in 1969, Zaida Mae died, and after her death Marvin took over her role as Aunt Viola’s business manager. Viola at some point had acquired the outstanding one-third interest in the eighty, and in December, 1969, asked Marvin to prepare a deed “just like the other one” giving Marva the other one-third to go with the two-thirds covered by the 1964 deed. In response he prepared the second deed in controversy, dated December 16, 1969, conveying fee simple title to the entire eighty. This deed was also placed in the safety deposit box, alongside the 1964 deed and the other papers.

It is apparent from the record that shortly thereafter discord developed between Viola and Zaida Mae’s family — Marvin in particular — precipitated in part by Marvins plans to remarry. On March 30, 1970, Viola conveyed the same eighty to Wayne R. Cain, a nephew of her deceased husband, by a deed recorded the same day. On January 19, 1971, Cain was appointed Viola’s conservator —presumably in a voluntary proceeding. On February 2, 1971, Cain the individual conveyed the same property to himself as Viola’s conservator, and recorded'the deed on February 4, 1971. [793]*793The record is silent as to the consideration or motives underlying these two conveyances, and they play no significant role in the law suit.

On February 5, 1971, Marvin extracted from the safe deposit box and recorded the 1969 deed, which conveyed the entire eighty to Marva. There promptly followed this suit in which Viola and her conservator sought cancellation of the deed to Marva and aslced that title be quieted in Viola.

The petition alleged that the 1969 deed was executed by Viola on the strength of Marvin’s representations:

“. . . (a) that the deed would place the above described property in joint tenancy ownership with Viola E. Cain and Marva L. Morrison as owners thereof; (b) that the deed would be held by Marvin Morrison and not delivered to Marva L. Morrison until after the death of plaintiff Viola E. Cain, to obviate the necessity of a probate and expense thereof; and (c) that should plaintiff, Viola E. Cain, desire to transfer the property within her lifetime, the purported transfer to Marva L. Morrison would be of no effect and would never be filed by defendants.”

The petition further alleged:

“7. That plaintiff’s signature was obtained on the deed to Marva L. Morrison by false representation; and that it was not her intention that said deed be made, executed and delivered to said defendant; and that said delivery was wrongful.”

Marvin and Marva denied all and set up affirmative defenses including the statute of limitations. Marva, claiming the property as a gift, counterclaimed to have title quieted in her.

On the issues thus framed — and apparently without any semblance of a pre-trial conference — the matter was tried to the court. At trial the 1964 deed, which had not been mentioned in any of the pleadings, was exhumed from its resting place in Marvin’s safety deposit box and offered into evidence. It was admitted by stipulation, and the trial proceeded on the validity of both deeds.

At the conclusion of the trial the matter was taken under advisement and on April 6, 1972, the trial court filed a journal entry of judgment containing tibe following recitations:

“Thereupon, the Court, after studying the exhibits, hearing the testimony of witnesses and arguments of counsel and considering all of the evidence, enters its findings of fact and conclusions of law and finds in favor of the plaintiffs herein. The Court specifically finds that the deeds executed by Viola Cain to Marva Morrison in the years 1964 and 1969 are void and held for naught regarding the following described property, to wit:
[Legal description of the eighty acres.]
“The Court further specically finds that there was no delivery of the 1964 [794]*794and 1969 deeds; that there was no consideration in the attempted transfer of interest in the 1964 and 1969 deeds; and there was an attempt by a fiduciary to gain indirectly by an attempted transfer from the ward to the daughter of the fiduciaries without adequate outside counsel.”

Title was accordingly quieted in Violas conservator, and both Marvin and Marva have apealed. They attack both the finding of “no delivery” and the finding that the relationship! of Zaida Mae and Marvin to Viola was such that independent advice was necessary to validate a gift to their daughter. Of course, if either finding is supported by the record the judgment must be affirmed.

Turning first to the question of delivery, we find that the type of third-party arrangement encountered here is no stranger to this court. The applicable principles have been stated and applied many times in our decisions, perhaps nowhere more cogently than in the oft-cited case of Young v. McWilliams, 75 Kan. 243, 245-6, 89 Pao. 12:

“The only remaining question is whether the evidence sustained the judgment This depends upon whether it showed a sufficient delivery of the deed. Where one whoi has executed a deed retains it in his own possession, with the intention that it shall become operative upon his death, no conveyance is effected.

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Cite This Page — Counsel Stack

Bluebook (online)
512 P.2d 474, 212 Kan. 791, 1973 Kan. LEXIS 582, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cain-v-morrison-kan-1973.