Eggert v. Schroeder

62 N.W.2d 266, 158 Neb. 65, 1954 Neb. LEXIS 6
CourtNebraska Supreme Court
DecidedJanuary 22, 1954
Docket33426
StatusPublished
Cited by12 cases

This text of 62 N.W.2d 266 (Eggert v. Schroeder) is published on Counsel Stack Legal Research, covering Nebraska Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Eggert v. Schroeder, 62 N.W.2d 266, 158 Neb. 65, 1954 Neb. LEXIS 6 (Neb. 1954).

Opinion

Wenke, J.

This is an action commenced in the district court for Dodge County by Herman Eggert, guardian of Mary A. Schroeder, an incompetent, against Frederick E. Schroeder and Myrtle A. Schroeder. The purpose of the action is to have set aside a certain deed executed by Mary A. Schroeder to the defendants. The basis on which such relief is sought is that the grantor, was, at the time of the execution of the deed, mentally incompetent and that it was obtained by undue influence. Trial was had on November 17 and 18, 1952. The trial court found generally for the defendants and dismissed plaintiff’s petition. His motion for new trial having been overruled plaintiff took this appeal.

As stated in Wiskocil v. Kliment, 155 Neb. 103, 50 N. W. 2d 786: “ ‘Actions in equity, on appeal to this court, are triable de novo in conformity with section 25-1925, R. R. S. 1943, subject, however, to the rule that when the evidence on material questions of fact is in irreconcilable conflict this court will, in determining the weight of the evidence, consider the fact that the trial court observed the witnesses and their manner of testifying and must have accepted one version of the facts rather than the opposite.’ Sopcich v. Tangeman, 153 Neb. 506, 45 N. W. 2d 478.”

George and Mary A. Schroeder, whom we shall herein refer to either as the parents or as father or mother, lived on a farm in Burt County, Nebraska. There they raised their family consisting of three children who are George E., at the time of the trial 62 years of age and *67 the oldest, Matilda C., at the time of the trial 60 years of age and the second oldest, and Frederick E., at the timé of trial 57 years of age and the youngest. Matilda was married in 1914 and became Matilda C. Rewinkel. She thereafter left the parents’ home, living first in Leigh, Nebraska. Later, in 1925, she moved from there to Denver, Colorado. She has lived in' Denver ever since, becoming a widow in 1945 when her husband died.

The parents retired from the farm in 1921 and moved to Fremont, Nebraska, purchasing a home located at 749 East Military Avenue. The title to the home was placed in the name of the mother and is the property herein involved. When the parents retired from active farming they owned two farms in Burt County consisting of a total of 320 acres. At the time the parents retired in 1921 son Frederick E. married and he and his wife, Myrtle A., the appellees here, moved onto the home farm. At that time son George E. was farming the other place. George E. continued to farm it until 1925. Then he left the farm and has since lived at various places. At the time of the trial he was living in Las Animas, Colorado.

Appellees stayed on the home place until 1936. Then they moved to Oakland, Nebraska. The father died in January 1943. Shortly thereafter appellees moved to Fremont, doing so on April 26, 1943. Until they could find a place in which to live they stayed with the mother, doing so until September 26, 1943. They continued to live in Fremont until the latter part of 1947 when they moved to South Dakota. However, they returned to Fremont about February 10, 1948. On their return they again lived with the mother until about March 1, 1948, when they were able to get a place for themselves. They have lived in Fremont ever since.

When the father died he gave the mother the life use of the farms and, subject thereto, gave each of the children a one-third interest therein. Up until September 1951, the family seems to have gotten along very well. *68 Although he never lived in Fremont it appears that in late years son George E. would come to Fremont about twice a year to visit his mother. He usually came on either the 4th of July, Labor Day, or Thanksgiving and would stay a day or two. Likewise Matilda, who never lived in Fremont, would come to visit her mother once or twice a year. She would usually stay a week or 10 days. The mother always paid the expenses of her trips. In fact it would appear the mother wanted Matilda to come and stay with her but apparently Matilda did not want to leave Denver. The appellees, with the exceptions already noted, have lived in Fremont since shortly after the father’s death. Although the mother, since the father’s death, has always taken care of her business it does appear that her son Frederick E. helped her manage the farms. It also appears he helped her take care of her yard and garden and did many other odd jobs for her. The evidence shows appellees were in every way kind to and considerate of the mother and interested in her welfare.

On February 5, 1951, the mother called the appellees’ home by telephone and wanted to talk with her son Frederick E. When informed he was not home she left word for him to call. This he did. Later that day, when he came to her home, the mother advised him she was going to will the home property to appellees. This was the first information that either of the appellees had that she intended to give them the home property. Arrangements were made and on Saturday, February 10, 1951, mother and son went to the office of the mother’s attorney. Then, in place of making a will, the mother executed a deed giving appellees the home property located at 749 East Military Avenue but reserving to herself the life use thereof. The deed, after its execution, was immediately placed of record.

Matilda, while visiting her mother in July 1951, discovered what her mother had done. Shortly thereafter, on September 1, 1951, she and George E. filed a petition *69 in the county court for Dodge County seeking the appointment of a guardian for their mother. The petitioners alleged therein that she was incompetent to take care of her property. A hearing to determine this issue was held by the county court on September 21, 1951. On November 29, 1951, the county court found the mother to be incompetent and appointed appellant the guardian of her person and property. Appellant qualified and is now acting in that capacity and, pursuant to authority of the county court, has brought this action.

“The law recognizes the right of the aged to control and dispose of their own property and their right to choose the persons who shall be the'recipients of their bounty.” Lund v. Woodward, 137 Neb. 689, 291 N. W. 90. See, also, Blochowitz v. Blochowitz, 122 Neb. 385, 240 N. W. 586, 82 A. L. R. 949.

“Courts should not set aside the disposition of property made by will or deed without good reasons, based upon clear and satisfactory proof.” Woodring v. Seibold, 136 Neb. 647, 287 N. W. 75.

“ ‘The undue influence which will avoid a deed is an unlawful or fraudulent influence which controls the will of the grantor.’ Clark v. Holmes, 109 Neb. 213.” Little v. Curson, 114 Neb. 752, 209 N. W. 737. See, also, Blochowitz v. Blochowitz, supra.

“A case of undue influence is made out where it is shown by clear, and satisfactory evidence (1) that the testator or grantor was subject to such influence; (2) that the opportunity to exercise it existed; (3) that there was a disposition to exercise it; (4) that the result appears to be the effect of such influence.” Gidley v. Gidley, 130 Neb. 419, 265 N. W. 245.

“* * * undue influence is never presumed but that the one attacking an instrument on the ground that its execution was so procured has the burden resting on him to prove that fact.” Kucaba v. Kucaba, 146 Neb. 116, 18 N. W.

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Cite This Page — Counsel Stack

Bluebook (online)
62 N.W.2d 266, 158 Neb. 65, 1954 Neb. LEXIS 6, Counsel Stack Legal Research, https://law.counselstack.com/opinion/eggert-v-schroeder-neb-1954.