Cartwright v. Moffett

136 P. 881, 69 Or. 368, 1913 Ore. LEXIS 147
CourtOregon Supreme Court
DecidedDecember 16, 1913
StatusPublished
Cited by2 cases

This text of 136 P. 881 (Cartwright v. Moffett) is published on Counsel Stack Legal Research, covering Oregon Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Cartwright v. Moffett, 136 P. 881, 69 Or. 368, 1913 Ore. LEXIS 147 (Or. 1913).

Opinion

Mr. Justice Burnett

delivered the opinion of the court.

The deed in question was executed December 22, 1909. It purports to convey to the defendant Moffett sundry tracts of land in and about the City of Portland, of the probable value of $150,000, reserving to the plaintiff a life estate therein, subject to a mortgage of $7,500. The plaintiff has resided in that vicinity since early childhood with the exception of about seven years spent in eastern Oregon. She says that she was born December 21, 1842, and consequently was 67 years of age the day before the execution of the deed. Her only living children are James Peter Moffett, defendant, aged 50 years at the hearing of the case, and William H. Moffett, about 10 years younger. Owing to a prenatal accident, the latter was weak both in body and in mind, and had always been an object of particular care and solicitude on the part of his mother. The [371]*371defendant was married in 1885. Up to that time he had lived with his mother, and was engaged in business for himself, and at the time of the hearing was occupying a responsible position with the Board of Fire Underwriters in the City of Portland. It is admitted that up to the time of the execution of the deed the mother and son were on terms of intimacy and affection, and that the mother had great confidence in the son. These are the principal characters in the events culminating in this litigation.

The property in question consisted in part of 100 feet square at the corner of Seventh and Salmon Streets in the City of Portland, occupied by the plaintiff as a residence, and which otherwise produced no revenue or benefit to her. She also had in the southern part of the city some wild land acreage of about 70 acres, descending to her from her father’s estate. In other parts of the city she had some buildings leased, but the total income from all the property from all sources amounted to only about $150 per month. The taxes and various municipal improvements constituted charges upon the property far in excess of the revenue derived therefrom. The matter of leasing the property for a long term had been under discussion in the family for many months. The defendant son had been active in keeping down assessments and in otherwise looking after the property in general, although he did not collect any of the rents for his mother. The plaintiff is characterized by several witnesses as notional, and the testimony and history of the case justify the appellation. She was naturally very much attached to her home, where she had resided for almost half a century. The question of the disposition of her property was frequently discussed between herself and her defendant son. By turns she talked of making her will and making a deed. She [372]*372consulted her confidential adviser, an attorney, about making a will, and under her direction he drew up a testamentary document by which she devised to the defendant son an undivided half of her property absolutely, and provided that the remaining moiety of her holdings should be managed and expended by a trustee for the benefit of her other son during his life, with remainder in fee to the defendant. The latter was present at her home when the attorney came to take her execution of the will, and some discussion arose about it. Her then counsel, testifying, says that the defendant opposed the execution of the will in the form mentioned, contending that his mother wanted a deed drawn. It appears that the discussion grew somewhat heated between the three, and finally the attorney withdrew, leaving the will with the plaintiff. The defendant testifies that the suggestion of a deed on that occasion came from his mother, and that after the attorney had departed, his mother requested him to have a deed drawn up, conveying to him the property in the form described in the deed, which she afterward executed; that he complied with her request and presented the deed for her signature, but she said she was not ready to execute i-t. On the following day she and her son, the defendant, traveled together to Seaside, in Clatsop County, where she had a cottage. She remained there several days, but he returned to Portland the next day. After her return to the City of Portland, she executed the will on the 18th of December, 1909. On the 20th she executed a deed, conveying to the City of Portland a part of the acreage already mentioned, to be used as a boulevard through the property. On the 22d she executed the deed in question to set aside which this suit is instituted.

1. She is described by the attorney who drew the will as a person well qualified to manage her own [373]*373affairs, and capable of executing the will. The plaintiff says that her son on various occasions had come to her home and cursed and swore at her and called hér many vile names, which were resented by his brother, and demanded that she execute the deed in question. Although there were other parties present in the house at the time of these visits, they do not corroborate the plaintiff as to the language imputed to the son, although they testify for her to the extent that he insisted upon the deed. The allegation of her complaint is, in substance, that the son represented to her that the deed was an instrument which her attorney desired her to sign in connection with the will, but the testimony utterly fails to support that allegation. The deed was executed in the presence of two well-known citizens of Portland in no wise interested in the subject matter. One of them, the notary who took the acknowledgment, testifies that he had taken the acknowledgment of the boulevard deed two days before, and that when he came to take the acknowledgment of the deed in question, he carefully read it to the plaintiff, and, the question of the boulevard deed having come up, an exception was interlined in the deed excluding the boulevard from the effect of the latter deed. Special comment was made, and a discussion had about her reservation of a fife estate, so that no reasonable question can remain but that the deed was read to her and explained with greater detail than ordinarily observed on such occasions. It is true that it was spoken of at the time as being a trust deed. From a strictly legal point of view, this is an inapt expression, for on the face of the deed no trust is declared. Contemporaneously with the execution of the deed, before the same witnesses the son executed an instrument reciting the conveyance, reservation of the life estate, the relationship of the mother and two sons, and the desire to [374]*374provide for the maintenance of the brother, and agreeing that from and after the death of the mother, the defendant would pay toward the support of the brother the sum of $75 per month during the life of the latter, the payment to be made to James B. Cartwright, as trustee for the brother. The circumstance that the parties called it a trust deed is not necessarily controlling. In fact, the mother did intrust all her property to her son. She had the right to do this if she understood what she intended. The son testifies that these matters had been frequently discussed between him and his mother, and that she desired him to take charge of the property and manage it so as to get a greater income from it, with the ultimate design that the revenue after her death should he divided equally between him and his brother; that she had talked about having an instrument prepared, leaving a pension of $50 per month for the brother, and some years prior thereto had actually had such an instrument drawn up, hut had not signed the same.

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Bluebook (online)
136 P. 881, 69 Or. 368, 1913 Ore. LEXIS 147, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cartwright-v-moffett-or-1913.