Foster v. Rose

1951 OK 341, 238 P.2d 332, 205 Okla. 397, 1951 Okla. LEXIS 687
CourtSupreme Court of Oklahoma
DecidedDecember 4, 1951
Docket33958
StatusPublished
Cited by8 cases

This text of 1951 OK 341 (Foster v. Rose) 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
Foster v. Rose, 1951 OK 341, 238 P.2d 332, 205 Okla. 397, 1951 Okla. LEXIS 687 (Okla. 1951).

Opinion

HALLEY, V. C. J.

Ted Foster, executor of the estate of Cleveland L. Rose, deceased, as plaintiff, alleged in his petition that Harry Rose, Rollie D. Rose, and Ben N. Hatcher had concealed, embezzled, smuggled, conveyed, or disposed of certain money which belonged to Cleveland L. Rose in his lifetime, and sought to recover under the provisions of sec. 292, 58 O.S. 1941, providing for the recovery by decedent’s legal representative of double the value of money or other property wrongfully taken or withheld. The parties occupy the same positions here as they did in the lower court, so will be ,'referred to as “plaintiff” and “defendants.”

The sums alleged to have been unlawfully appropriated by defendants consisted of one sum of $3,500 and one of $50 in cash. Defendants claimed that these sums constituted gifts inter vivos by decedent to Harry Rose and Rollie D. Rose, respectively. Harry Rose was the only surviving brother and Rollie D. Rose a nephew of decedent. Ben N. Hatcher had been the attorney for Harry Rose for a number of years, and the $3,500 came into his hands through Rollie D. Rose, the agent of Cleveland L. Rose.

The case was tried to the court, which rendered judgment against Rollie D. Rose for $100, being double the amount held by him, but held that the $3,500 purported gift to Harry Rose was valid and rendered judgment against the plaintiff on that item. The $50 held by Rollie D. Rose is not involved in this appeal.

The plaintiff has appealed and contends that the findings and judgment of the trial court are not supported by the evidence and are contrary to the evidence and to the law; and that the court’s holding that the gift to Harry Rose was completed during the lifetime of decedent by delivery thereof to Ben N. Hatcher as agent and attorney or as trustee for Harry Rose was not supported by the evidence.

It is correctly urged that after the death of the donor a gift inter vivos may be established only by evidence that is “clear, explicit and convincing”, and that the three principal elements necessary to establish such a gift are: an intention to give on the part of the donor, a complete delivery of the gift, and acceptance by the donee.

Cleveland L. Rose, often referred to in the record as “Doc” Rose, was an elderly, uneducated man residing in Oklahoma City. He had been divorced from his wife. Harry Rose, his only *399 surviving brother, and Rollie D. Rose, a nephew, also residing in Oklahoma City, appear to have been his only near relatives. Harry Rose was an oil-field worker and had left Oklahoma City in the early part of 1947, and did not return until after the death of Cleveland L. Rose, who appears to have placed great confidence in his nephew, Rollie D. Rose.

Cleveland L. Rose had acquired a residence rental property in Oklahoma City and had been sued by the O. P. A. This case appears to have been settled, but he apparently lived in fear of another suit. He slashed his throat, and was under the care of a doctor until the night of June 30, 1947, when he committed suicide by jumping out of a window of the Wright Building in Oklahoma City.

A few days before his death, Cleveland L. Rose sold his property for $3,500 in cash. The property was reported to be worth more than double that amount. He went to the place of business of Rollie D. Rose and gave him $2,100 in currency and told him he wanted him to give that money to his brother Harry Rose, and instructed Rollie to see that he got it. Shortly thereafter he called and asked Rollie to come to see him, and upon his arrival- gave him an additional $1,400, with the same instructions about giving it to Harry Rose. Rollie D. Rose became alarmed and filed in the county court a petition to be appointed guardian of his uncle, alleged to be incompetent, and also had the firm of Hatcher & Hatcher file a “Notice to the World” that action to recover the property of Cleveland L. Rose was contemplated.

Rollie D. Rose consulted with Ben N. Hatcher and requested that he go with him to see his uncle. Cleveland L. Rose told them that he wanted no action taken to set aside his conveyance, and reiterated that he wanted the money he had given to Rollie to go to his brother, Harry Rose. He advised them that the plaintiff herein was his attorney. The guardianship and the contemplated action to recover the property were abandoned. Rollie D. Rose knew that Ben N. Hatcher represented Harry Rose. His uncle told Rollie to give the money to Ben N. Hatcher to give to Harry Rose, and this was done. Mr. Hatcher then went to the bank and put the money in the form of a cashier’s check payable to himself.

After the death of Cleveland L. Rose, the executor, plaintiff herein, started probate proceedings and requested both Rollie D. Rose and Ben N. Hatcher to turn over to the coroner or to him as executor the money they admitted they had received from Cleveland L. Rose. They refused to do so. The executor instituted “discovery” proceedings in the county court in an effort to find out what assets of the estate defendants had or knew of, and defendants appeared and testified generally to the facts above set out. Their testimony was taken and transcribed, and much of it was introduced in the trial of this case in the district court. There are some discrepancies between the testimony taken in the county court and that given in the district court, but the trial court held that it was not materially different.

We shall first discuss whether or not the evidence justified the finding of the court that Cleveland L. Rose intended to make a gift of $3,500 to his brother, Harry Rose. The facts and circumstances surrounding the parties, their relationship, and the direct expressions of the decedent should all be taken into consideration in determining the intention of the donor. We think it clear that Cleveland L. Rose intended to take his own life at the time he delivered the money to Rollie D. Rose and told him that he wanted it given to his1 brother, Harry Rose. He was despondent and told Rollie that he did not want any receipt for the $2,100. His housekeeper had offered him a bundle of his private papers but he had declined to take them, saying that he did not need them. The $3,500 left for Harry Rose apparently left Cleveland L. Rose *400 with little money or property. Harry Rose was his only living brother. There is no direct expression of his intention to end his own life, but many circumstances point to such intention, and it seems only natural that he should want what he had to go to his only brother.

The direct expressions of Cleveland L. Rose as to his intentions to make a gift to his brother are numerous. There is the testimony of three disinterested witnesses bearing upon his desire and intention to make a gift to his brother. Some three or four weeks before his death, Cleveland L. Rose met J. G. Lilly on the street. They were old acquaintances. Lilly testified:

“Q. Tell the court the conversation there you had with him, about the last time you talked to him. A. I said Doc, you need some more life insurance. . . . Well, he told me he was having trouble with the O.P.A., and he couldn’t take it, and he said: T am going to sell everything I have, and I am going to give it to my brother.’
“Q. Did he tell you what brother? A. Harry.”

Mrs. Daisy Shaw, an elderly lady who managed the rental property of Cleveland L.

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Cite This Page — Counsel Stack

Bluebook (online)
1951 OK 341, 238 P.2d 332, 205 Okla. 397, 1951 Okla. LEXIS 687, Counsel Stack Legal Research, https://law.counselstack.com/opinion/foster-v-rose-okla-1951.