Carlson v. Carlson

300 N.W. 900, 211 Minn. 297, 1941 Minn. LEXIS 663
CourtSupreme Court of Minnesota
DecidedNovember 28, 1941
DocketNo. 32,933.
StatusPublished
Cited by5 cases

This text of 300 N.W. 900 (Carlson v. Carlson) is published on Counsel Stack Legal Research, covering Supreme Court of Minnesota primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Carlson v. Carlson, 300 N.W. 900, 211 Minn. 297, 1941 Minn. LEXIS 663 (Mich. 1941).

Opinion

Julius J. Olson, Justice.

In a suit to compel specific performance of an oral contract to make a will, the court found “that plaintiff has failed to prove the agreement alleged in * * * his complaint or any other en *298 forceable agreement by the kind and character of evidence which is required by law,” and hence that “there was no such agreement” made. Judgment of dismissal was directed, later entered, and plaintiff appeals.

The parties to this suit are the children of John A. and Mary Carlson. The mother died intestate in 1919 possessed of an 80-acre homestead, appraised value $10,000. She ivas survived by her husband and the five children named in the title of this suit. On March 22, 1920, the probate court entered its decree assigning a life estate to the husband, remainder to the' children in equal shares. On January 14, 1920, after Mary’s death but before entry of decree, plaintiff and the other children, their spouses joining, conveyed their interests to their father, thereby vesting in him sole ownership. The present suit arises out of a claimed oral agreement made between plaintiff and his father, “on or about the 14th day of January, 1920, * * * whereby,” so it is alleged, decedent “agreed to testamentarily dispose of his property in an equal share to the plaintiff with his other surviving children and further agreed to testamentarily pay to plaintiff the one-fifth interest” of his mother’s estate, “in consideration that plaintiff would execute a deed and convey” his interest in his mother’s estate to his father.

The father died testate March 8, 1940. By his will, dated June 25, 1923, when he was 68 years of age, he gave to plaintiff and his brother Richard each $1,000. To the daughter was given $2,000, and to each of the other two sons, Harry and Ernest, he gave a like amount, and also made them residuary beneficiaries. The appraised value of the estate is $15,400, consisting of personal property only. The will was duly admitted to probate without objection by anyone and is now being administered there. What plaintiff seeks is to have his father’s will “declared null and void,” and that all of decedent’s property “be held in trust for the benefit” of plaintiff “in such sum as shall be found due” him.

While Richard and Mable are both made parties defendant, neither answered, for the obvious reason that each had commenced *299 a similar suit seeking the same relief as that asked by plaintiff. All three cases were on the calendar for trial. The answering defendants moved to consolidate the three cases, but plaintiff objected because “these actions are predicated upon a conversation with a deceased person * * * and I figured on making three suits out of it and to call the defendants under cross-examination under the statute”; if the cases were consolidated “it would close the [plaintiff’s] door of evidence. * * * These actions are already separated, and in the furtherance of justice these actions should not be consolidated unless the defendants would waive that statutory prohibition about testimony as to conversations with a deceased person.” Defendants refused to waive this statutory requirement, and, after considerable discussion by counsel, the court ruled that the motion to consolidate should be denied since the respective plaintiffs “are not relying on the same conversation in their claims [therefore] they would not in any manner be interested [in the result of this suit] — they have nothing to gain or lose.”

The only testimony for plaintiff in support of the alleged contract between himself and his father was that of plaintiff’s wife and one Helen Peterson. That conversation took place after the mother’s death and shortly before the date of executing the deed, while the father was visiting at plaintiff’s home. Plaintiff and his father had a “private talk” about the mother’s estate. After this talk, both plaintiff and his father came to the living room, and, according to the testimony of plaintiff’s wife, this is what took place:

“Well, my husband said: T understand that it is the will of all the children; that they are all satisfied to do that; to sign over their mother’s share of the Carlson estate — of their mother’s estate to the children and that they all agree to that.’ ” And further: “I understand — do I understand that right; that each of us children are willing to sign over our mother’s share?” Plaintiff is further quoted as having said: “It was the agreement of the children to sign over their share of their mother’s to their father’s *300 with the understanding that after his death that they should be equally divided amongst them, and also after his death they should be equally divided, and too my husband asked if this was so and he [the father] says, ‘Yes. You can take my word for it.’ He wanted it equally divided.”

Miss Peterson testified that plaintiff said to his father:

“ ‘Do I understand that if I sign over my mother’s share of her estate that after your death it will be divided equally between we five children, both her estate and my estate?’ And father answered: ‘That is right.’”

There was never any talk about making a will, much less any agreement or contract between plaintiff and his father or between any of the children and their father that a will should be made. Richard’s testimony does not help plaintiff. Neither he nor the daughter was present when the supposed conversation between plaintiff and his father took place. The same holds true of Mable’s testimony. Both witnesses stress only their own interests, founded upon other conversations than that upon which plaintiff relies. The witness Lundquist testified that the father made no mention of any agreement between him and any of his children. All he testified to was a purely casual conversation he had with the father some 16 or 17 years after Mrs. Carlson’s death. And this is his testimony:

“Well, I met him there and bid him the time of day and the old fellow seemed to be a little stirred up. I didn’t realize what about and he said something about — apparently there was some trouble about something and the old fellow says to me — -he said: ‘You know, Oscar, one of my children is just as good as the other one, and I would like to share and share alike.’ But he used some cuss words in there that I didn’t use because he sometimes did that.”

The testimony of the witness Kaercher took place in her “backyard * * * about nineteen thirty-six or seven” when the father *301 is reported to have told her: “If I ever pass away my children shall be divided equally; everyone is supposed to have the same amount.” Alvin Carlson, liable’s husband, knew nothing about any agreement between any of the parties. All he testified to was a conversation had in 1939 when “him [the father] and I walked along the road and the old man told me something had to be done [about the farm] because they going to share alike in it.” Defendants Ernest and Harry were called by plaintiff for cross-examination under the statute. They testified that they were not present at any of the claimed conversations testified to by other witnesses. Ernest said that he had never had any conversation with his “father relative to the disposition” of the mother’s estate.

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Cite This Page — Counsel Stack

Bluebook (online)
300 N.W. 900, 211 Minn. 297, 1941 Minn. LEXIS 663, Counsel Stack Legal Research, https://law.counselstack.com/opinion/carlson-v-carlson-minn-1941.