Hatch v. Atkinson

56 Me. 324
CourtSupreme Judicial Court of Maine
DecidedJuly 1, 1868
StatusPublished
Cited by21 cases

This text of 56 Me. 324 (Hatch v. Atkinson) is published on Counsel Stack Legal Research, covering Supreme Judicial Court of Maine primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hatch v. Atkinson, 56 Me. 324 (Me. 1868).

Opinion

Walton, J.

— Grifts causa mortis are not favored in law. They are a fruitful source of litigation, often bitter, protracted and expensive. They lack all those formalities and safeguards which the law throws around wills, and create a strong temptation to the commission of fraud and perjury. Lord Hardwick declared, more than a hundred years ago, that it was a pity the statute for the prevention of frauds and perjuries did not set aside all such gifts. Justinian was so justly apprehensive of fraud with respect to them, that he required them to be made in the presence of five witnesses. If the law limited such gifts to articles of small value, and required the gift to be executed in the presence of disinterested witnesses, they would be less objectionable. [327]*327But if large estates, amounting to thousands of dollars, may be thus disposed of, and the title of the donee supported mainly by his own testimony, and that" of near relatives, the public feeling of security may'well be startled.

Unfortunately the common law has not adopted any of these precautions. It does not require the gift to be executed in the presence of any stated number of witnesses; nor does it limit the amount of property that may be thus disposed of. But it does require clear and unmistakable proof, not only of an intention to give, but of an actual gift, perfected by as complete a delivery as the nature of the property will admit of. It not only requires the delivery to be actual and complete, such as deprives the donor of all further control and dominion, but it requires the donee to take and retain possession till the donor’s death. Although the delivery may have been at one time complete, yet this will not be sufficient, unless the possession be constantly maintained by the donee. If the donor again has possession, the gift becomes nugatory. And public policy requires these rules to be enforced with great stringency, otherwise the wholesome safeguards of our testamentary laws become useless. It is far better that occasionally a gift of this kind fail, than that the rules of law bo so relaxed as to encourage fraud and perjury.

The plaintiff claims title to the property sued for by gift. In support of her claim, she testifies that, some two or three weeks before the Doctor died, he told her to take his trunk and money and put it in her room and keep it; that he did not think he should ever be any better. But there is no evidence that either the trunk or the money Avas then present, or that she then, or at any subsequent time, actually took them into her custody or keeping. Here, then, is no evidence of delivery. Nor does the language used, if accurately reported, necessarily import even an intention to give. The witness swears that he said nothing more. It seems to us quite as probable that nothing more was meant by this simple request than that his trunk, containing not only his [328]*328money but other valuable papers, should be taken care of for him, as that he intended to make a final disposition of more than half the earnings of his entire professional life. This evidence, therefore, assuming it to be true, not only fails to establish a delivery, but it is not satisfactory even of an intention to give.

Rut it is said that, if what took place at the time above referred to, was not sufficient to establish the alleged gift, what was said and done the night before the Doctor died was sufficient. To this transaction the plaintiff and her brother are the only witnesses. The plaintiff testifies that the Doctor told her to bring his'trunk; that she did so, and placed it on the table beside him; that he and her brother then looked it over together; that he then told her brother to take care of it for her; that it was for her; that he wanted him to take care of it for her; that he charged him, as he hoped for prosperity in this world and peace in heaven, to do right by her; that her brother took the trunk and put it into a closet in the Doctor’s room ; that this closet was used by the Doctor as a clothes press; that the trunk remained there till after the Doctor’s death. The plaintiff admits, on cross-examination, that " the Doctor had other papers in the trunk.”

Giving full credit to this statement, does it show such a delivery, such a continued possession in the donee, as the law requires to sustain a gift causa mortis9 Clearly not. The trunk, with all its contents, was left in the Doctor’s possession. Its place of deposit.was the Doctor’s own clothes press, in his own room, and under his own eye ; and there it remained till after his death, when it was taken by the defendant, (afterwards appointed administrator,) without objection from any one. While the Doctor lived, the trunk and its contents were legally and actually in his possession ; as much so as they could be, unless he actually held them in his hands.

Bunn v. Markham, 7 Taunt., 224, (2 E. C. L., 81,) was much stronger for the donee than this, and yet the Court [329]*329held the delivery insufficient. In that case, Mr. Bunn, supposing he was in extremis, caused India bonds, bank notes, and guineas to be brought out of his iron chest and laid on his bed ; he then caused them to be sealed up in threo parcels, and the amount and names of the donees written on them; he then delivered them into the hands of his son, and charged him to deliver them to the donees after his decease ; he then directed the son to replace them in the iron chest, and the donor afterwards delivered the key of the chest to one of the donees, and charged her to keep it, telling her that the contents of the chest were to be hers and her daughter’s; and many times afterwards declared that the money in the chest was theirs ; but, on learning that the key had been obtained by his eldest son, expressed groat displeasure, and caused it to be placed in a basket, with other keys, which was always kept in his bedroom; the. parcels and the property therein continued in the same state, until after the donor’s death; and the Court held that, this was not a good donatio causa mortis, for want of a sufficient delivery and continuing possession. It was argued that, if the delivery was complete, a continuing possession in the donee was unnecessary ; but Chief Justice Gibbs replied that all the cases agreed that, if the donor resumed the possession, it ended the gift.

In Powell v. Hellicar, 26 Beavan, 261, the deceased, immediately before her death, told one to take the key of a dressing case and box, containing a watch and trinkets, and immediately upon her death to deliver' them to the plaintiff, but it was held that this did not constitute a valid'gift, causa mortis, there being, during the life of the donor, no delivery to or for the donee. .Delivery of the key was not sufficient..

Chancellor Kent says delivery is essential, whether it be a gift inter vivos or causa mortis; that the delivery must be actual; that the necessity of such a delivery has been maintained in every period of the English law; that donatio perficitur possessione accipientis was one of its ancient maxims ; [330]*330and that the subject of the gift must be certain. (2 Kent’s Com., 438, L. & B’s ed., 589.) Delivery, in this, as in every case, must be such as the nature of the property will admit of. It must be an actual delivery so far as the property is capable‘of an actual delivery.

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Bluebook (online)
56 Me. 324, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hatch-v-atkinson-me-1868.