Henrickson v. Dooley

227 N.W.2d 613, 193 Neb. 509, 1975 Neb. LEXIS 1015
CourtNebraska Supreme Court
DecidedApril 10, 1975
DocketNo. 39815
StatusPublished

This text of 227 N.W.2d 613 (Henrickson v. Dooley) is published on Counsel Stack Legal Research, covering Nebraska Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Henrickson v. Dooley, 227 N.W.2d 613, 193 Neb. 509, 1975 Neb. LEXIS 1015 (Neb. 1975).

Opinion

Clinton, J.

This is an action in equity to set aside two deeds, the execution and delivery of which is alleged to have been obtained by the exercise of undue influence and duress upon the plaintiff grantor, Genevieve Henrickson, by the defendant grantee, Eugene W. Dooley. Each deed reserved to the grantor a life estate in the property therein described. The trial judge found that the plaintiff had failed to sustain her burden of proving that the conveyances were the result of undue influence and duress and denied the relief prayed for. We affirm.

The evidence received and upon which the trial judge based his findings is conflicting in some material respects. Although this matter in equity is triable de [510]*510novo here, we are assisted by the principle that when credible evidence on material questions of fact is in conflict, the reviewing court will consider the fact that the trial court observed the witnesses and their manner of testifying and accepted one version of the facts rather than the other. Shirk v. Schmunk, 192 Neb. 25, 218 N. W. 2d 433.

A detailed recital of all the evidence would serve no useful purpose. We simply state such of the background as is useful to an understanding of the situation and then set forth in a somewhat conclusory way the possible factual determinations and inferences which may be deduced from each party’s version of the events involved.

Plaintiff, aged 63, and the defendant, aged 48, are cousins. Plaintiff never married, had been diabetic most of her life, and blind for about 15 years, and also suffered from asthma. She lived with her parents until their deaths and thereafter lived principally with relatives. She received by way of inheritance or deed from her parents two contiguous tracts of farmland and a residence in the town of Wausa. In 1971 she was living with the defendant’s parents, Mr. and Mrs. Wesley Dooley. While living there, Mrs. Dooley administered plaintiff’s insulin shots and prepared her special diabetic diet. Wesley Dooley died in December of 1971 and thereafter Mrs. Dooley and the plaintiff moved from the Dooley home to the residence owned by the plaintiff. In 1972 because of failing eyesight and an unsteady hand, Mrs. Dooley found it difficult to care for the plaintiff. At that time the defendant and his family, consisting of his wife and six children, were living upon a 120-acre tract of farmland belonging to the plaintiff which the defendant leased from her and which is one of the tracts involved in this action. Because of the elder Mrs. Dooley’s problems in administering the insulin injections, plaintiff arranged for the defendant’s wife, Marguerite, to come 6 miles from the farm to give these ministrations [511]*511daily. The arrangement continued for only a brief time as on some occasions defendant’s wife was unable to make the trip. In January 1972 the plaintiff moved in with the defendant and his family although defendant and his wife were reluctant to have her do so, the house being inadequate because, among other reasons, it had only three bedrooms. Nonetheless the plaintiff moved in and brought with her a reclining chair and used this as her bed. Thereafter Marguerite prepared the plaintiff’s special diabetic meals and injected the insulin and performed other services for which the plaintiff paid her $100 per month. After the plaintiff came to live with the defendant and his family, she terminated the farm lease on another 160-acre tract of farmland which she owned and leased it to the defendant. This second tract is described in one of the deeds. In September of 1972 because of the poor com crop the defendant’s wife contemplated getting a job and told the plaintiff that they might not be able to keep her any longer. The plaintiff then offered to pay $150 a month if the defendant’s wife would continue to take care of her. This was done.

If the trial court had accepted the plaintiff’s version of events which led to the execution of the deeds, he could have concluded as follows: In the spring of 1972 the defendant and his wife let the plaintiff know that they wanted her land when she died; that the defendant told one of his brothers that he expected “to get something out of this.” In order to accomplish the purpose of inheriting plaintiff’s land the Dooleys put pressure on the plaintiff by threatening to put her in a rest home and not to take care of her. They mistreated her in other ways. They suggested that a real estate man be called to make a will for the plaintiff. The plaintiff refused to have it done in this way but wanted a lawyer to do it. Finally in June of 1973 the plaintiff yielded to the importunations of the defendant and his wife and dictated to the defendant what is referred to as a “will.” [512]*512This instrument was received in evidence, and its authenticity is not in dispute. While it is in part illegible, parts having been marked out apparently at the time of dictation, it appears to contemplate that the defendant “take care of [plaintiff] through all sickness to the time of death and internment. . . . Without pay for services Rendered.” It names “Eugene W. Dooley, Heir, to all the land . . . that I own at the time of my death.” It was unsigned. After the dictation of this instrument, the plaintiff had the defendant’s wife take her to the office of á lawyer plaintiff had chosen. Neither the plaintiff nor the Dooleys had any previous acquaintance with the attorney. However the attorney’s father, also a lawyer, had handled the probate of the estates of the plaintiff’s parents and his name was thus known to her. This lawyer, Paul Robinson, was not in his office when the plaintiff arrived as they had made no appointment. Nonetheless the plaintiff left instructions with the lawyer’s secretary. The plaintiff’s testimony was as follows: “Q When you went to the office was Paul Robinson there? A No, his secretary was there and I told her what I wanted. Q Did you know her? A No, I told her I wanted the will copied and then I wanted the deeds made out. Q So you left the paper with Paul Robinson’s secretary? A Yes.” At that time the plaintiff left with Robinson’s secretary the “will” and the deeds by which she had acquired the land from her parents. She told Robinson’s secretary that she wanted Eugene Dooley’s name on the deeds. The plaintiff’s version of what occurred next is that, although she had no interim contact with Robinson whatever, she was later advised by him that the instruments were ready. The Dooleys then took her to the lawyer’s office where the deeds in question and a will, naming the defendant as the beneficiary of plaintiff’s estate, were presented to the plaintiff for signature. The plaintiff protested that the deeds were not made out the way she wanted, but that she signed them anyway when she interpreted remarks of defendant and [513]*513his wife to mean that they would walk out of the lawyer’s office and leave her there if she did not sign them. After plaintiff executed the deeds, she paid Robinson for his services' and took the deeds to the courthouse and caused them to be recorded, paying the filing fees and the documentary stamp costs by check.

. As already noted, the trial court accepted the defendant’s version of facts from which, insofar as that version differs from that of the plaintiff, the court could have concluded as follows: While the plaintiff was still living with the defendant’s parents she came to him and urged' him to lease the 120-acre tract of land, which he did.

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Related

Guill v. Wolpert
218 N.W.2d 224 (Nebraska Supreme Court, 1974)
Shirk v. Schmunk
218 N.W.2d 433 (Nebraska Supreme Court, 1974)

Cite This Page — Counsel Stack

Bluebook (online)
227 N.W.2d 613, 193 Neb. 509, 1975 Neb. LEXIS 1015, Counsel Stack Legal Research, https://law.counselstack.com/opinion/henrickson-v-dooley-neb-1975.