Hagerty v. Hagerty

186 Iowa 1329
CourtSupreme Court of Iowa
DecidedMay 19, 1919
StatusPublished
Cited by12 cases

This text of 186 Iowa 1329 (Hagerty v. Hagerty) 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
Hagerty v. Hagerty, 186 Iowa 1329 (iowa 1919).

Opinion

G-aynor, J.

This action is brought to quiet title’ to a certain 160 acres of land. The defendant filed a cross-petition, asking that the title be quieted in him. The plaintiffs are the wife and son of the defendant’s youngest boy, J. S. Hagerty. The defendant is the owner of the record title to the land. He purchased it in 190-5 or 1906, and took title in his own name, and it has so remained ever since. On March 17, 1906, with the knowledge and consent and at the request of the defendant, J. S. Hagerty, with his family (these plaintiffs), took possession of this farm, and continued to occupy it as a home until December, 1911, and during that time made valuable improvements upon the farm, paid all taxes, and paid the interest accruing upon a certain mortgage that was then upon the farm, and was never called upon by the defendant to account for any of the rents or profits accruing therefrom. In December, 1914, on account of ill health, J. S. rented this farm in his own name, and took the rent notes payable to himself, with [1331]*1331the knowledge and consent of defendant, and then moved with his family to the town of Stuart. He lived in the town of Stuart until his death, which occurred on the 23d day of May, 1916. During all the time he lived in Stuart, he collected and used all the rents from the farm, with the knowledge and consent of this defendant, and paid the taxes and the interest on the mortgage out of his own funds, during all the time he was in possession, whether in person or by tenants. The rent notes unpaid at the time of his death passed into the hands o.f his administrator, and were listed among his assets. On the death of J. S., defendant refused to make a deed of the land to his successors, the plaintiffs in this suit; and so this action was brought.

The contention of the plaintiffs is:

(1) That the defendant bought the farm for his son, and made an oral gift of it to J. S. in 1906, and, in consummation of the gift, delivered to him the possession; so that the title, through the gift thus executed, passed insfanter to J. S., and was in him at the time of his death.

(2) That, if the gift should be considered imperfect, then, as J. S. took possession of the land in 1906, in reliance upon a claimed oral gift, and remained in the open possession of the same, with the knowledge of the defendant, ever since, under claim of right based upon the alleged gift, and has made valuable improvements, paid the taxes and interest on the loan then on the land, in good faith believing that the delivery of possession was in execution of a gift, the title was in J. S. at the time of his death, by adverse possession.

The defendant’s contention, however, is that he did not make a gift of the land to J. S.; that J. S. did not take possession relying upon a gift of the land; that it was the understanding, when he took possession, that he should have only the right to use the land, free of rent, on [1332]*1332condition that he pay the taxes and interest on the mortgage.

Under these issues, the cause was' tried to the court, and a decree rendered for the defendant, dismissing plaintiffs’ petition. From this decree, the plaintiffs appeal.

It is apparent that the case presents simply fact questions, with the burden of proof upon the plaintiffs.

It is conceded that the defendant purchased the property and took the title in his own name, and that the record title has so remained ever since.

u I |f-t ?iveryn<withe’intitle.t0 pass [1333]*1333tíaipre°ement!.en" 2. Gifts : evidence : burden [1332]*1332We will consider, first, plaintiffs’ claim based on a present parol gift, executed by delivery of the subject-matter of the gift. On this branch of the case, the question to be determined is: Did the defendant have a present intent to make a gift of the property iu question to his son at the time the son took possession, and was the delivery of the possession to the son made in pursuance and in execution of that intent? Proof of delivery of possession, and the holding of possession for any number of years after delivery, do not, in and of themselves, establish the gift. To establish the gift, the evidence must show an intent and purpose on the part of the giver to pass the title to the donee upon delivery of possession, followed by delivery of possession in pursuance of that purpose and intent. Proof of an intent to give at some future time, or proof of expressed purpose to give at some future time, is not sufficient, though possession is delivered and held. There must be proof of intent to make a present gift; that is, proof of a present intent and purpose to pass the title to the other, followed by an actual delivery of the thing which is the subject-matter of the gift. The delivery of possession is only the final [1333]*1333step in the execution and consummation of the gift. The burden of proof is on the plaintiff to prove all the elements essential to a consummated gift, and testimony to establish a gift against the record title must be clear and satisfactory, and, as sometimes said, conclusive. See Truman v. Truman, 79 Iowa 506; Wilson v. Wilson, 99 Iowa 688. In this last case, it is said:

“The law is well settled * * * that the burden is upon the plaintiff [the plaintiff was the claimant under the gift] to establish the alleged gift; that ‘the evidence of the gift must be direct, positive, express, and unambiguous,’ and must show that the gift has been completely executed. ‘It is, therefore, necessary to the validity of a gift that the transaction be fully completed; that nothing essential remains undone.’ ”

The same doctrine is announced in Farlow v. Farlow, 154 Iowa 647, 649, in which it.is said:

“A gift, to be effectual, must be fully executed; and the question of whether or not there has been a gift in a given case is one of fact, in which the intention of the alleged donor in delivering the property is a very material inquiry.”

3' fectea • evG eí' proof/ nature of It follows that the surrender of possession, the giving of the right to occupy, and the occupancy for any number of years, do not establish a gift. The gift, the intention to give, and the intention to pass title to the d°nee niust he proven, together with the actual delivery of the subject-matter of the gift. This, however, may be shown by facts and circumstances, as well as by direct testimony. The delivery of possession.is merely a consummation of the gift, and is essential to a completed gift. Mere occupancy of the land for any number of years, with the knowledge and consent of the record owner, is not, in and of itself, [1334]*1334sufficient to establish a gift; for this is often true though there be no gift, and no intention to give to the occupant the title to the thing occupied.

4. words and phrases : “intent.” “Intent is an act or emotion of the mind, seldom, if ever, capable of direct or positive proof, but is arrived at by such just and reasonable deductions from the acts and facts proven as the guarded judgment of a reasonably prudent and cautious man would ordinarily draw therefrom.”

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Bluebook (online)
186 Iowa 1329, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hagerty-v-hagerty-iowa-1919.