Caldwell v. Goodenough

135 N.W. 1057, 170 Mich. 114
CourtMichigan Supreme Court
DecidedMay 3, 1912
DocketDocket No. 8
StatusPublished
Cited by9 cases

This text of 135 N.W. 1057 (Caldwell v. Goodenough) is published on Counsel Stack Legal Research, covering Michigan Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Caldwell v. Goodenough, 135 N.W. 1057, 170 Mich. 114 (Mich. 1912).

Opinion

Steere, J.

This action involves the validity of an alleged gift mortis causa. Defendant Goodenough is the executor of the last will and testament of David J. Morse, who died at the age of 86 years, at Flint, Mich., in July, 1909. The other parties to this suit are his children. This case was first appealed by claimant from an order of distribution of her father’s estate made by the probate court of Genesee county. On the trial of said appeal in the circuit court for said county before a jury, a verdict was rendered and judgment entered in favor of claimant. It was there found that the said David J. Morse made gift to her of a certificate of deposit on the Union Trust & Savings Bank for $219.48, a Genesee County Savings Bank book showing a deposit of $488.88, and a pocketbook containing $11.19. These were claimed to have been given her by the deceased, during his last illness and in anticipation of death. The important question presented by the record in this court is whether there was any testimony to go to the jury on the question of a gift.

During the last 13 years of his life, David J. Morse, deceased, lived with and was cared for by his daughter, Donna W. Caldwell, the claimant, and her husband, Arthur Caldwell, in his home at Flint, Mich. On the 30th day of June, 1899, he made a will in which he bequeathed to the complainant all his household furniture, [116]*116a horse, a cow, and other things of a personal nature in and upon the premises owned by him and occupied by them together as a home. He directed that this house and lot should be sold, subject to a mortgage held by Arthur Caldwell and Donna W. Caldwell to secure them for money advanced to pay debts and for his support; that the sum of $276.90, together with interest at 6 per cent., be paid to one Everett Morse to reimburse him for moneys spent for deceased’s benefit; and that the residue of the estate, if any, should be divided between his children in certain proportions stated in the will. At the same time this will was made, a contract was executed by which said Arthur Caldwell and Donna Winifred Caldwell were to pay certain of deceased’s debts, clothe, board, nurse, and care for him, and were to be reimbursed for all moneys they spent in his care and support, together with interest; the same to be secured by a mortgage on his home. It is the contention of claimant that shortly before his death, and during his last illness, the deceased gave to her the money, certificate of deposit, and bank book referred to, knowing at the time that he was near death.

The complainant, being an interested party, was precluded from testifying to anything which occurred in that connection, for the reason that it was equally within the knowledge of the deceased. The husband of claimant, Arthur Caldwell, was allowed to give testimony in relation to the matter, and this was excepted to on the ground that he also was an interested party by reason of the contract referred to. We are unable to find anything in the evidence which might substantiate a claim that he had any legal interest in this alleged gift. It was a matter entirely distinct and apart from the contract which he and his wife entered into with the deceased, and, so far as the record discloses, was none of his concern except as he might in a general way be interested in the welfare of his wife. As this exception is not argued in appellant’s brief, we assume it has been abandoned.

[117]*117It appears that, when 75 years of age, the deceased suffered an injury by falling from a tree, several bones being broken. He at that time was somewhat in debt and had no visible means of support except a horse and cow and his home. His daughter, Donna Winifred Caldwell, the claimant, then took charge of him and nursed him through a serious illness, paying all the expenses, following which, of his own motion, the deceased made his will and had prepared the contract heretofore mentioned, providing for the repayment of the sums which she had actually expended, and for his future care and nursing, and all other actual outlays, which were to be evidenced by receipted bills and paid at his death out of the proceeds of the sale of his home. Deceased recovered from this serious injury, living over ten years thereafter, residing contentedly with claimant and her husband, who made a horn© for him, and supported and cared for him, in sickness and health. During said last 13 years of his life, his daughter ministered to his wants and seems to have furnished him the best of care. He took pride in telling his neighbors, how kind she was to him and how well she cared for him.. Their relations seem to have been friendly and affectionate. All his wants were supplied by the claimant and her husband During the remainder of his life, after h© had recovered from this serious injury, he was able to work at times and earn small sums of money, which he carefully saved, having no expenses for maintenance and support. These small earnings accumulated into the fund which is now in litigation.

The will made at the time of his injury conveyed to claimant all his then existing property, and owing to his age and severe injuries it would not be presumed that he would accumulate more. In March previous to his death, which took place in July, he became ill and was confined to his bed While so confined, he directed claimant to get and take possession of his bank book, certificate of deposit, and pocketbook. This she did and showed them to him, and he then, in the presence of her husband, [118]*118“told her to be careful how she spent it, as she knew how he had earned it.” He recovered from this illness, and the property was returned to him. While, if he had died, this might possibly suggest some question of a gift mortis causa, it appears that he partially recovered, and said property was returned to him. It can therefore only be considered for what light it may throw on his acts and words relating to the same subject on a subsequent occasion. The latter part of May he again became dangerously sick, and so remained until his death. During this time he was nursed and cared for by claimant, assisted at different times as he grew worse by two nurses. About a week before his death, he again called up the matter of the bank deposits and pocketbook in the presence of one of the nurses.

Ada Myers, the nurse who was then attending him, testified:

“ Mr. Morse was in bed at that time. * * * He understood it was his last sickness, * * * He asked for Winnie, and of course when she heard her name mentioned she never waited to be called a second time. She came and stood right at the foot of the bed. He asked her if she had taken care of those things, indicating towards a closet. She said, ‘No; but I will,’ so she went right into the closet and got a pocketbook. * * * She came out, took the bank book out from the clock, and she held them up to him, and he nodded his head. He said ‘ Take care of them.’ * * * He says, ‘ Take care of those things.’ ”

Rhoda Brown, the other nurse who assisted in caring for him, describes his parting with his children, bidding them goodbye, and telling them to be good to Winnie (claimant), then calling her and expressing gratitude for her care and kindness, saying she had been a good daughter and never given him a cross word. Witness testifies:

“They went out of the room. He said to me— He started to say something. He hesitated. He said: ‘ I don’t care who knows. I mean for Winnie to have everything. ’ ”

[119]*119Dr.

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Cite This Page — Counsel Stack

Bluebook (online)
135 N.W. 1057, 170 Mich. 114, Counsel Stack Legal Research, https://law.counselstack.com/opinion/caldwell-v-goodenough-mich-1912.