Davis v. Davis

1975 OK 83, 536 P.2d 915
CourtSupreme Court of Oklahoma
DecidedJune 3, 1975
Docket46941
StatusPublished
Cited by12 cases

This text of 1975 OK 83 (Davis v. Davis) is published on Counsel Stack Legal Research, covering Supreme Court of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Davis v. Davis, 1975 OK 83, 536 P.2d 915 (Okla. 1975).

Opinion

IRWIN, Justice:

Presently, the law in Oklahoma is that if an adverse party deposes a party, incompetent to testify under 12 O.S.1971 § 384 [Oklahoma’s Dead Man’s Statute], the adverse party waives the incompetency of the deposed party and the protection afforded by the statute. Dean v. Jelsma, Okl., 316 P.2d 599 (1957), cert. den., 355 U.S. 954, 78 S.Ct. 539, 2 L.Ed.2d 530 (1958), reh. den., 356 U.S. 928, 78 S.Ct. 714, 2 L.Ed.2d 759 (1958). Also see Cox v. Gettys, 53 Okl. 58, 156 P. 892 (1916). In the instant case the Court of Appeals followed the above rule of law. On certiorari, appellee requests this Court to reconsider the above rule of law and to modify or vacate our holding in Dean and Cox, supra.

Appellant brought an action against the administratrix of her son’s estate (appel-lee) for the recovery of a six thousand dollar ($6,000.00) loan allegedly made to her son on December 9, 1971, along with the seven and one-half percent (7½%) interest son allegedly agreed to pay on the loan. Appellant also sought an equitable lien on certain real property owned by her son. Appellant alleged that both principal and interest were to be paid on or before December 17, 1975. A note and mortgage were drawn by an Arkansas attorney to be executed by the son in favor of appellant. However, the son was fatally injured in an automobile accident on November 12, 1972, before he signed either the note or mortgage.

The appellant submitted a claim to the administratrix, her daughter-in-law, on February 12, 1973, which was denied on March 9, 1973. Appellant instituted this suit on June 1, 1973. An attorney for ap-pellee deposed the appellant on June 15, 1973. The deposition went into detail about the alleged transaction between the appellant and her son before his death.

Appellee filed a motion for summary judgment on the grounds that appellant is an incompetent witness under 12 O.S.1971 § 384, to testify concerning the transaction with the decedent. Appellee also claimed that the deposition of appellant clearly and unequivocally shows that the alleged “oral contract of loan” was within the Statute of Frauds because it cannot be performed within a year from its making. 15 O.S. 1971 § 136, subd. 1.

The appellant opposed the motion with affidavits by two disinterested parties *917 which appellant alleged were “admissions against interest” by the deceased because he told the two affiants of the loan from appellant and of his intention to execute a note and mortgage in favor of the appellant.

The trial court, finding that there were no genuine issues as to any material facts, sustained appellee’s motion for summary judgment. Appellant appealed.

The Court of Appeals held that the “contract of loan” was not void ab initio as appellee contended; the object of the contract to be lawful; and the contract was not “so vaguely expressed as to be wholly unascertainable.” See 15 O.S.1971 § 2, § 104. Further, the Court of Appeals found that the appellee’s contention that “the oral ‘contract of loan is within the statute of frauds’ because it is not to be performed within a year” was without merit because the doctrine of partial performance placed it outside of the statute. The court said appellant “partially performed by handing her son $6,000.00. And this she pled.” See Grayson v. Crawford, 189 Okl. 546, 119 P.2d 42 (1941).

The Court of Appeals also held that the appellee waived appellant’s incompetency to testify regarding the loan transaction with deceased under the dead man’s statute “by taking her deposition and requiring her to testify in detail about it.” Dean, supra. The court said: “Her (appellant’s) testimony is sufficient to create a prima facie case capable of preventing entry of a summary judgment * * *The court then reversed the trial court which had sustained appellee’s motion for summary judgment.

Appellee concedes the rule of law concerning the dead man’s statute announced by the Court of Appeals is the law in Oklahoma, but contends that this law is contrary to the present theory and practice of pretrial discovery. The appellee requests that we reconsider our holding in Dean, supra. Also see Cox, supra.

The rationale of Cox upon which the holding in Dean rests is that the incompetency of a witness is waived by the adverse party’s calling the witness and examining him in respect to the transaction or communication had with the deceased person. In effect, the incompetent witness testifies at the time his or her deposition is taken. Therefore, the court in Cox thought it unfair to allow “ * * * one party to search the conscience of his adversary, drag to light his private papers and other evidence, and then repudiate the result, if the experiment proved unsatisfactory.” 156 P. p. 894. The view adhered to by this Court in Cox and Dean considered the taking of the deposition of the party incompetent to testify under the statute as requiring the party “to testify concerning transactions with the deceased person * * *.” The Court thought unfairness would result if the party entitled to the protection of the statute were permitted to conduct, so to speak, a fishing expedition.

Oklahoma’s statutes and court rules pertaining to these matters attempt to provide procedures for acquiring accurate information in advance of trial concerning the actual facts and circumstances of a controversy. [See 12 O.S.1971 § 421 et seq.; Also District Court Rules 5 and 13, 12 O.S. Ch. 2-App.). The purpose of modern pretrial discovery techniques is therefore, to promote the discovery of the true facts and circumstances of a controversy, rather than to aid in their concealment. This view has been expressed previously by this Court.

“It was the purpose of the Legislature in adopting the Code [of Civil Procedure] to eliminate the technicalities, hardships and hazards of common-law procedure by simplifying pleading and practice so as to avoid or minimize surprises and pit falls. * * * After all the purpose of the parties to an action in court should be to ascertain the truth and see that justice is done and that the right party prevails. * * * It has been well said that ‘a suit at law is nei *918 ther a surprise party nor a guessing contest, but an attempt to further justice.’ * * * And it would ordinarily clarify the issues and shorten the trial if each party knew in advance what his adversary is going to testify to, and as Justice Brewer said, ‘justice will not be apt to suffer’ if each party has such knowledge.” State v. Shilling, 190 Okl. 305, 123 P.2d 674, 678 (1942).

In discussing this issue, 23 ALR 3d 389, states at page 392.

“ * * * [T]he more recent trend has been to hold that the voluntary act of taking the deposition of, or serving interrogatories upon, one who would otherwise be incompetent as a witness in a particular civil action does not waive the incompetency of the witness unless the deposition or answers to the interrogatories are offered or introduced into evidence in the cause. The cases so holding generally reflect the liberalization of pretrial discovery procedures, particularly under the Federal Rules of Civil Procedure and various state statutes and rules patterned thereon, and effectively reject the older ‘no fishing’ doctrine.”

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Jones, J. v. Plumer, M.
2020 Pa. Super. 7 (Superior Court of Pennsylvania, 2020)
Boswell v. Schultz
2007 OK 94 (Supreme Court of Oklahoma, 2007)
Hendrick v. Hendrick
1999 OK CIV APP 15 (Court of Civil Appeals of Oklahoma, 1999)
Boyer v. Boyer
1996 OK CIV APP 94 (Court of Civil Appeals of Oklahoma, 1996)
In Matter of Estate of Vorel
312 N.W.2d 850 (Court of Appeals of Wisconsin, 1981)
Oklahoma County Sheriff v. Hunter
1980 OK 88 (Supreme Court of Oklahoma, 1980)
City of Edmond v. Parr
1978 OK 70 (Supreme Court of Oklahoma, 1978)
Bleakley v. Bowlby
1976 OK 158 (Supreme Court of Oklahoma, 1976)
State Ex Rel. Remington Arms Co., Inc. v. Powers
1976 OK 103 (Supreme Court of Oklahoma, 1976)

Cite This Page — Counsel Stack

Bluebook (online)
1975 OK 83, 536 P.2d 915, Counsel Stack Legal Research, https://law.counselstack.com/opinion/davis-v-davis-okla-1975.