Hatcher v. Buford

27 L.R.A. 507, 29 S.W. 641, 60 Ark. 169, 1895 Ark. LEXIS 148
CourtSupreme Court of Arkansas
DecidedJanuary 12, 1895
StatusPublished
Cited by29 cases

This text of 27 L.R.A. 507 (Hatcher v. Buford) is published on Counsel Stack Legal Research, covering Supreme Court of Arkansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hatcher v. Buford, 27 L.R.A. 507, 29 S.W. 641, 60 Ark. 169, 1895 Ark. LEXIS 148 (Ark. 1895).

Opinion

Wood, J.

T. A. Hatcher, a prosperous merchant of Forrest City, Ark., died December 10, 1891. He had never had any children, but left a widow, M. F. Hatcher, the appellant. About two months prior to his death, he sold an interest in his store to Walter Buford, his nephew, taking in payment therefor notes of the said Walter amounting to. twenty-five hundred dollars. These notes Hatcher indorsed to his sister, Mrs. A. B. Buford, and mailed them to her on the 9th of October, 1891. About one month before his death, Hatcher directed his agent to buy four thousand dollars of bank stock, and, about ten days before, one thousand more. This stock was issued in the name of Mrs. Buford, and was delivered by Hatcher’s agent to her son Walter. Hatcher made a will, in which, among other bequests, was a provision for his wife, and Mrs. Buford was declared residuary legatee and devisee.

Appellant’s bill (omitting non-essentials) sets up a renunciation of the will, and that the disposition of the notes and bank stock in the manner indicated was done with intent to defeat appellant’s dower, and was fraudulent ; that the lands of which her husband died seized were a new acquisition. She prays to be endowed of half the notes and bank stock, also of half the fee in the real estate. The answer denied the fraud, claimed an absolute gift of the personalty, and that dower in the realty should be of one-half for life. The decree refused dower in the notes and bank stock, but granted it in one-half the real estate in fee. Both parties have appealed, and the issues presented by this record are:

First. Was there a gift?

Second. If a gift, was it inter vivos or causa mortis?

Third. If a gift causa mortis, did it defeat the widow's dower?

Fourth. Should dower in the realty be according to the law at the time of the marriage, or at the death of the husband?

1. Delivery essential to a gift. 1. Was there a gift?

The only controversy on this point was as to the delivery. Delivery, of course, is essential to a gift. 3 Pom. Hq. Jur. sec. 1150; Ammon v. Martin, 59 Ark. 191. Mrs. Buford testified that the bank stock was not delivered to her until after her brother’s death, while Walter, her sou, testified that he delivered the bank stock to his mother before Hatcher’s death. No question is raised as to the delivery of the notes.

The evidence supports the finding of the chancellor that there was a gift of the bank stock and notes.

2. When gift is mter vtvos. 2. Was the gift inter vivos or causa mortis ?

The donatio inter vivos, as its name imports, is a gift between the living. It is perfected and becomes absolute during the life of the parties. The donatio causa mortis, literally, “is a gift in view of death.”. But this does not give us an adequate conception of the gift, as it is understood and treated by the authorities. We find from an examination of these that where one, in anticipation of death from a severe illness then afflicting him, or from some imminent peril to his life, to which he expects to be exposed, makes a gift accompanied by the delivery of the thing given, either actual or symbolic, which is accepted by the donee, the law denominates such a gift a “donatio causa mortis.” 3 Pom. Eq. Jur. sec. 1146 et seq.; 3 Redfield on Wills, 322; sec. 42 et seq.; 2 Beach, Eq. Jur. 1144, sec. 1062; 1 Woerner on Adm. secs. 57, 58; Thornton, Gifts, p. 12, c. 1; 1 Williams, Ex. 844; Gourley v. Linsenbigler, 51 Pa. St. 345; 2 Kent, 444; 2 Bl. Com. 514; Hebb v. Hebb, 5 Gill, 506; Schouler on Pers. Property, sec. 135. Were the notes and bank stock in controversy given under such circumstances ? Both the pleadings and the jjroof settle conclusively that the gifts were in contemplation of the near approach of death from the illness then afflicting the donor, Hatcher, to-wit: consumption. The gifts having been made during the last illness, and when all hope of recovery was gone, the presumption is they were causa mortis. Merchant v. Merchant, 2 Bradf. Sur. 432; 3 Pom. Eq. Jur. sec. 1146, supra; Lawson v. Lawson, 1 P. Wms. 441; Henschel v. Maurer, 69 Wis. 576. The conditions inhering in a gift made under such circumstances do not have to be expressed. The law attaches them as a part of the essential nature of a gift causa mortis. 2 Beach, Eq. Jur. sec. 1063; Williams v. Guile, 117 N. Y. 343; Grymes v. Hone, 49 N. Y. 17; Emery v. Clough, 63 N. H. 552. But it must not be forgotten that an absolute gift — one inter vivos — may be made by one upon his death-bed, and who is aware of the near approach of death from his then ailment. Thornton, Gifts, sec. 21, p. 24, and authorities cited.

Is there anything in- the proof to overcome the presumption of a gift causa mortis ? As to the notes, the testimony shows that Hatcher was up and at his store on the day these were executed, that they were delivered on the same day, and that the^donor was able to drive out after this transaction. It' also shows that it was Hatcher’s desire to give to his nephew, Walter Buford, an interest in the store, and that Walter declined to take it. The notes were executed for this interest, and immediately indorsed by the payee, the donor, to the donee, the mother of the maker of the notes. The gift to his nephew of an interest in his mercantile business seems to have been the real purpose of the donor. Such a gift, of course, would have been incompatible with the limitations which the law imposes upon the use and enjoyment of the subject matter of gifts causa mortis, and the attribute of revocability attaching to such gifts. 2 Beach, Bq. Jur. sec. 1063; Redfield on Wills, 322-343. We think the time and circumstances of the gift of the notes, as indicated by the proof, support the chancellor’s .finding that this was a gift inter vivos.

3. when The same, however, cannot be said of the bank stock. Hatcher was upon his death-bed, and unable to attend to any business when this was given. Four thousand dollars worth of stock were taken out about one month before his death, and one thousand only about ten days before. It was not delivered until a few nights before his death. We find nothing whatever in the proof to take the bank stock out of the presumption that it was a gift causa mortis, and nothing to support the chancellor’s conclusion as to this.

4. Gifts causa mortis subject to dower. 3. Being a gift causa mortis, did it defeat the , * widow s dower f

Section 2541, Sand. & H. Dig., provides : “A widow shall be entitled, as a part of her dower, absolutely and in her own right to one-third part of the personal estate, including cash on hand, bonds, bills, notes, book accounts and evidences of debt whereof the husband died seized or possessed.” Was the donor seized or possessed of the bank stock at the time of his death ? The terms “seized” or “possessed,” as thus used with reference to personalty, mean simply ownership, which carries with it the actual possession, or a right to the immediate possession. The real inquiry then is, as to when the title or property in the subject matter of a donatio causa mortis passes. We are aware that there is conflict and confusion in the authorities upon this point, doubtless growing out of the modes of donatio causa mortis recognized originally by the Roman jurisprudence, whence the doctrine is derived.

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Bluebook (online)
27 L.R.A. 507, 29 S.W. 641, 60 Ark. 169, 1895 Ark. LEXIS 148, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hatcher-v-buford-ark-1895.