Goelz v. People's Savings Bank

67 N.E. 232, 31 Ind. App. 67, 1903 Ind. App. LEXIS 91
CourtIndiana Court of Appeals
DecidedApril 29, 1903
DocketNo. 4,409
StatusPublished
Cited by18 cases

This text of 67 N.E. 232 (Goelz v. People's Savings Bank) is published on Counsel Stack Legal Research, covering Indiana Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Goelz v. People's Savings Bank, 67 N.E. 232, 31 Ind. App. 67, 1903 Ind. App. LEXIS 91 (Ind. Ct. App. 1903).

Opinion

Wiley, J.

Appellant, as executrix, brought her action to recover asum of money which had been-deposited in the People’s Savings Bank by the decedent, which she alleged was a part of the assets of the estate. In the first instance the bank was the only defendant, and subsequently appellees,- Bastian and Katherine Long, filed a petition asking [68]*68to be made defendants, which petition was granted. Appellant thereupon filed an amended complaint, upon which issues were joined. Trial by the court, finding and judgment for appellees.

By the assignment, the action of the trial court in overruling appellant’s motion for a new trial is brought into review. The only question raised by the motion for a new trial is that the decision is not sustained by sufficient evidence and is contrary to law.

The correctness of the ruling on the motion for a new trial must be determined upon the following statement of facts as disclosed by the record: Eor some years prior to her death, Maria A. Long, the decedent, had been a widow. She had four children, consisting of one son and three daughters, all of whom .survived her. One of the daughters became executrix of her will. The deceased was possessed of a goodly estate, composed of both real and personal property. All of her children, excepting her son Louis, lived in Evansville, where she had for many years made her home. Louis had been a nonresident of the State for more than twenty years.

The inventory of decedent’s estate showed that she possessed personal property of the value of $3,635.75. In 1875 Louis Long married the appellee, Katherine Long. They had born to them one child, named Josie, who is now grown and married. In 1876, without any just cause, so far as the record shows, Louis Long abandoned his wife' and child, and thereafter never contributed anything, to their support. During the twenty years he occasionally visited Evansville, but never visited his wife or child. During all this time his wife, by her own labor, supported herself and daughter, until in recent years she became dependent upon others. All these facts were known to the decedent. In 1893 the decedent executed a will, by the terms of which she gave $5 to her son Louis, and all the residue of her estate to her three daughters. The evidence [69]*69does not show that she ever made an advancement to her son. At or about the time decedent made her will, Louis visited her at her home. January 4, 1898, the decedent deposited in the People’s Savings Bank of Evansville, Indiana, for and in the name of her son Louis Long, $900, which was placed to his credit on the books of the bank. At the time of the deposit the bank issued a pass-book in the name of Louis, showing that said sum of money had been deposited in his name and to his credit. The passbook was given to the decedent, who took it home with her, and kept it in her possession until her death. About a year after the deposit was made, the decedent sent to Louis, by mail, to Nashville, Tennessee, a written order for him to sign, authorizing the payment of any money deposited in the name of either of them or both of them in said bank, to be paid upon the receipt of either of them. He received said order, and returned it to his mother without signing it. The pass-book came into the possession of appellant upon the death of her mother, and the money so deposited was not included in the inventory she filed as a part of the assets of the estate, and no account of it was taken by her. After the death of the decedent, Katherine Long, wife of Louis, commenced an action against her husband for support and maintenance, and made appellee bank a party. She averred that the bank had on deposit, to the credit of Louis, said money, and asked to have it applied toward her support. The bank, in that action, answered, admitting that it had the sum of $919.10, which included accrued interest, on deposit to the credit of said Louis, and that it had no interest in the controversy between Katherine and Louis further than that its rights be protected. At-or about the time of the commencement of this suit the pass-book above referred to was delivered .to Louis, and he employed counsel to appear for him in that action and protect his interests. Such proceedings were had in- that action as upon trial by the court there was a finding that [70]*70the money so deposited was the money of Louis Long, and belonged to him, and that the same should be applied to the support and maintenance of Katherine. To carry out the order of the court, appellee Bastían was appointed receiver, and by order of the circuit court, in which the case was tried, the money so deposited was ordered to be paid to the receiver, which was done.

The daughter of Louis Long testified that he told her that his mother had given him money, or deposited it for him. The evidence is uncontradicted that the decedent deposited the $900 in bank as a gift to her son. She talked to a number of her neighbors about it, and told all of them what she had done. One witness testified that, just after the decedent had returned from a visit to her son, she told him she had been to the bank and deposited money for him. The same witness testified that Louis Long told him that “if anything happened he had money here [Evansville] in bank.” Notwithstanding the fact that Louis testified that he did not know that his mother had deposited money to his credit in the bank, there is an abundance of evidence for the trial court to have reached the conclusion that he did know it. When asked to sign an order so that any money deposited in the name of his mother or himself might be paid out on the receipt of either of them, and refusing to sign it, is strong evidence that he knew that the money had been deposited for him, and, in refusing to sign the order, he thereby exercised, dominion over it, and recognized it as his own. There is no question but what, after his mother’s death, he attempted to exercise dominion over it, for he employed counsel in a pending suit to which' he was a party, wherein was involved the question of his title and right to the money, to protect his interest therein.

Counsel for appellant urge that the mere fact of the decedent depositing the money in bank to the credit of her son was not a gift inter vivos j because the requisites to constitute such gift were wanting. [71]*71The requisites of a valid gift inter vivos are that there must be a gratuitous and absolute transfer of the property from the donor to the donee, taking effect at once, and fully executed by a delivery of the property by the donor and an acceptance thereof by the donee. 14 Am. & Eng. Ency. Law (2d ed.), 1015; Smith v. Dorsey, 38 Ind. 451, 10 Am. Rep. 118; Daubenspeck v. Biggs, 71 Ind. 255; Smith v. Ferguson, 90 Ind. 229, 46 Am. Rep. 216; Bingham v. Stage, 123 Ind. 281; Mercantile Safe Deposit Co. v. Huntington, 89 Hun 465, 35 N. Y. Supp. 390; Cambreleng v. Graham, 79 Hun 247, 29 N. Y. Supp. 419; Telford v. Patton, 114 Ill. 611; Williamson v. Johnson, 62 Vt. 378, 20 Atl. 279, 9 L. R. A. 277, 22 Am. St. 117.

It must appear that the donor parted with the possession of the thing or article, in order that the donee should receive it, to constitute a delivery. Buschian v. Hughart, 28 Ind. 449.

Hnder the facts disclosed by the record, there is no doubt but what the decedent parted with the possession of the money deposited to the credit of her son.

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Bluebook (online)
67 N.E. 232, 31 Ind. App. 67, 1903 Ind. App. LEXIS 91, Counsel Stack Legal Research, https://law.counselstack.com/opinion/goelz-v-peoples-savings-bank-indctapp-1903.