Corrette v. United Presbyterian Church

135 N.W. 43, 154 Iowa 383
CourtSupreme Court of Iowa
DecidedMarch 13, 1912
StatusPublished
Cited by1 cases

This text of 135 N.W. 43 (Corrette v. United Presbyterian Church) is published on Counsel Stack Legal Research, covering Supreme Court of Iowa primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Corrette v. United Presbyterian Church, 135 N.W. 43, 154 Iowa 383 (iowa 1912).

Opinion

Evans, J.

The plaintiff was appointed guardian of John McCulley in the year 1909. Within the same year he brought this action. In July, 1911, and since the entry of this decree in the court below, John McCulley died, leaving no widow or children, but collateral heirs only. Such collateral heirs have been substituted as parties plaintiff in this action. As a matter of convenience, however, the original title of the case is permitted to stand for the purpose of this opinion. The deeds under attack were executed in July, 1901, and in June, 1905. The deed of June, 1905, was intended as a correction of supposed defects in the deeds of 1901. These deeds purported to convey to the defendant all the real estate owned by McCulley, consisting of seven hundred and forty-nine acres, reserving for himself a life estate therein. This land lay in a body partly in Henry county, and partly in Louisa county, near the town of Winfield. As to the deeds of 1901, two instruments were executed in order to cover the lands in the two counties, respectively. The deeds were deeds of gift. The method adopted was intended to avoid the necessity of testamentary disposition. McCulley was never married. At the time of the execution of the first deeds in July, 1901, he was seventy-three years old. No one was dependent upon him. No particular individual had any claim upon his bounty, except so far as his collateral relatives might base such a claim upon their relationship. He had had four brothers and sisters of the half blood, and five brothers and sisters of the full blood. All of these were dead except one brother. His associations with his nephews and nieces had been very slight. Indeed, it does not appear from this record that he had any acquaintance with the most of them. This record discloses only slight [385]*385acquaintance with a few of them. Since 1897 he had given consideration to the question of ■ what best use he could make of his property in the disposition thereof. He once contemplated leaving the same to trustees, who should be charged with the duty of renting his lands to poor people, He also contemplated the disposal of it to Monmouth College, an institution to which he had contributed more or less in his lifetime. He finally decided to give it to the defendant.

The defendant is a church organization of which McCulley was one of the organizers forty years before, and of which he was a member. Hor many years, however, he had not attended the church, although he had contributed regularly to its support at the rate of $200 a year. The only persons with whom he had consulted concerning his plans were Young and Hannum, two elders of the church. His conference with these had its origin in their call upon him for a proposed subscription to the proposed building of a new church. After two conferences with them, he made known his purpose, which was sanctioned, and perhaps encouraged, by them. He directed them to meet him at a specified future day at the office or bank of one Lindley. Lindley was a competent lawyer and banker, with whom McCulley was in the habit of transacting his business. On the appointed day the parties met at the appointed place. This was in June, 1901. It was discovered that the cost of revenue stamps on the proposed conveyance would amount to about $60. Thereupon the proposed transaction was postponed until July 1st, because upon such date the repeal of the law requiring revenue stamps took effect. On July 1st the parties again met by appointment at Lindley’s bank. The purpose of the meeting was explained to Lindley, and he prepared the deeds, and the same were executed in his presence as notary. The deeds were delivered to the officers of the church present, and were sent for record to the respective [386]*386counties. Some weeks later one of the deeds was returned by the county recorder as having a defective description. This fact was communicated to McCulley, and he came again to the bank, and executed another deed, which, however, was made to bear the same date as the former one. In 1905 the deeds were submitted for examination to another attorney, who raised a question as to their sufficiency in form. The reservation in the deeds as drawn reserved to McCulley, not only a life estate, but reserved also the “title” as long as he should live. The opinion of the atforney was that this reservation rendered the deeds nugatory, or were, at best, only a testamentary disposition. Thereupon this discovery was also communicated to Mc-Culley. He thereupon came again to Lindley’s bank, where a new deed was drawn and executed which conformed to the criticism made upon the first deeds. This was the deed of June 3, 1905, and included all the land. This deed also was duly recorded in both counties. Mc-Culley continued to occupy the land by leasing the same to renters, and living with the renters thereon, and so continued until his death. In December, 1908, a number of the collateral relatives met at the home of the living brother, J. P. McCulley, in Washington county, and there “decided to have a guardian appointed and try and set aside the deed so that his heirs would get the property when he died.” In pursuance of this conference, proper application was made, and the plaintiff was appointed as such guardian. The plaintiff himself is one of- the nephews of John McCulley. He was a resident of another county, residing eighteen miles distant from his uncle, and had not been on his place for fifteen years. At the time of this conference John McCulley was a fit subject for guardianship. He was eighty-one' years old, and had suffered substantial impairment as to both his physical and mental condition. Thereupon this suit was brought as heretofore indicated. •

[387]*387The general nature of the proof offered by plaintiff in support of his attack upon the conveyances includes: (1) The personal examination of McCulley made by expert specialists on behalf of the plaintiff in July, 1909. Similar examination was made by expert specialists on behalf of the defendant in August, 1909. (2) An alleged change in the personal habits of McCulley and in his methods of farming and caring for his stock. This change is alleged to have occurred prior to 1900. (3) Specific instances of extraordinary conduct on the part of McCulley; also the unreasonable nature of the transaction attacked, and the preposterous magnitude of the gift undertaken thereby.

There is much diversity of opinion as between the expert witnesses on the respective sides as to the actual condition of the patient in 1909, and as to the inferences to be drawn from such diagonis.

Dr. Voiding testified on behalf of the plaintiff in direct examination as follows:

I made an examination of John McCulley yesterday evening out two miles from Winfield. I examined more particularly the condition of his blood vessels. I found an arteriosclerotic condition of the blood vessels, pretty well advanced, easily recognized. My judgment is that it is of a number of years’ duration, possibly as far back as fifteen years. His is what I should consider a typical case of senile dementia well advanced. His memory as to recent matters was very poor, as to matters of long standing apparently very good. Dr. Hanna was there at the time. He didn’t recognize him. He didn’t know who was President of the Hnited States or Governor of Iowa. Said he considered his land worth $45 to $50 an acre, and that he had between six hundred and seven hundred acres.

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Bluebook (online)
135 N.W. 43, 154 Iowa 383, Counsel Stack Legal Research, https://law.counselstack.com/opinion/corrette-v-united-presbyterian-church-iowa-1912.