Herzing v. Hess

58 N.W.2d 430, 263 Wis. 617, 1953 Wisc. LEXIS 469
CourtWisconsin Supreme Court
DecidedMay 5, 1953
StatusPublished
Cited by5 cases

This text of 58 N.W.2d 430 (Herzing v. Hess) is published on Counsel Stack Legal Research, covering Wisconsin Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Herzing v. Hess, 58 N.W.2d 430, 263 Wis. 617, 1953 Wisc. LEXIS 469 (Wis. 1953).

Opinion

Broadfoot, J.

The sole question before us is whether or not the deed to Mabel Hess was ever delivered to her. Two principles of law are involved. To constitute a valid delivery of a deed the grantor must intend delivery and part with dominion and control over it. Darling v. Williams, 189 Wis. 487, 207 N. W. 255. Possession of a deed by the grantee raises a presumption that it was delivered to her to take effect according to its terms at the time of its execution. Chase v. Woodruff, 133 Wis. 555, 113 N. W. 973.

*620 The plaintiffs offered proof to show that Chris Herzing lived upon the premises described in the Hess deed from the date of its execution until the date of his death. He paid the real-estate taxes upon the property during all of that time. Neither the defendant nor his wife ever occupied the premises or asserted any rights to the property during Chris Herzing’s lifetime. The attorney who drafted the will testified that Chris Herzing and the defendant came to his office in Richland Center sometime prior to May 3, 1949, and brought with them deeds and other documents relating to both farms. There was some confusion as to the exact description of a schoolsite and the attorney stated that he would have to check the records in order to get an exact description of the lands to be devised. The defendant was present at that time and also on the date of the execution of the will and took part in the discussions relating to the descriptions and other matters. At one of the conferences the subject of the 1941 deeds was discussed and Chris Herzing was advised that he could not devise the property if the deed to Mabel Hess had been delivered but could do so if the deed had not been delivered. Chris Herzing then stated that-he had never delivered the deed to his son. The testator’s statement as to the Hess deed is contained in the following testimony given by the attofney: t

“He told me that he had made some deeds, and that he had had some papers in a box at Reedsburg with his daughter, Mabel Hess, and I informed him he couldn’t make a will of this property if the deeds had been delivered, and he told me that his daughter was now deceased, and he wanted to make this division that he had told me about to his grandchildren, and I informed him that he could make the will if the deeds had not been delivered.”

The defendant made no claim to the property under the deed during these conversations. The son, Carl Herzing, had no knowledge of the execution of the deed in which he was *621 named as grantee. The defendant, as executor, on October 16, 1950, removed the contents of a safety-deposit box in a bank in Richland Center which had been leased by Chris Herzing during his lifetime. No one else was present at the time. The defendant canceled the lease for the safety-deposit box and took the contents with him.

From this testimony the plaintiffs contend that there was no effective delivery of the deed to Mabel Hess; that the testimony negatives the intent of the grantor to relinquish control and pass title; that the presumption of delivery is not available to the defendant because there was a confidential relationship between Mabel Hess and her father; that there was no proof of acceptance of the deed by Mabel Hess; and that the defendant is estopped to deny Chris Herzing’s claim of title at the time he executed his will.

The plaintiffs rely heavily on the case of Stewart v. Stewart, 50 Wis. 445, 7 N. W. 369. That case, an action for ejectment, was tried to the court and a jury. Under somewhat similar circumstances the jury found that there had been no delivery of a deed there in question. This court considered it as a question of fact and that there was credible evidence to sustain the finding. Had the jury found otherwise in that case the finding also would have been approved.

The only evidence advanced by the plaintiffs to support their contention that Mabel Hess occupied a confidential relationship to her father was that she knew about the deeds and that they shared a joint safety-deposit box in a bank at Reedsburg. That is insufficient to establish any fiduciary relationship.

The trial court answered the other questions as follows:

“It is true that in the case at bar Chris had the income and, of course, paid the taxes for three years after the deed was made before the daughter died. In the court’s opinion this is not a persuasive factor. In Chaudoir v. Witt, 170 Wis. 556, we have a situation very similar.to the case at bar *622 where it was contended that because the grantor had taken the income from the property the legal effect of the transaction was changed. The second headnote to that action is this:
“ ‘Neither the recovery of the grantor (from illness) and his use of the property as his own until he died many years later, nor the belief of both husband and wife that the title was in the husband, changes the legal effect of the transaction.’
“This case further holds that there cannot be a conditional delivery of a deed or delivery in escrow to a grantee. When so delivered it becomes absolute and divested of the supposed condition. See also George Williams College v. Williams Bay, 242 Wis. 311, 320. It would be the most natural thing for the father to do, namely, deliver the deed but retain the use of the property during his life. He was an old man and apparently had little property beyond the two farms in question. In any event in the court’s judgment it is not sufficient of itself' to rebut the prima facie presumption of delivery by virtue of its being during the years in question in the daughter’s possession. During nearly all of this time the testator, Chris, had a lockbox either in a Reedsburg bank, near where he lived, or a Richland Center bank. Why would he ask his daughter to keep the deed for safekeeping as inferentialh contended by the plaintiffs ? His other valuable papers wen. in the lockbox and yet from the date of the making of the deeds until the daughter died she had the absolute control of the deed and could have recorded it at any time. The reason why, under all of these circumstances, the deed was allowed to remain in Mabel’s exclusive possession for all these years until her death can be explained, in the court’s opinion, only on the hypothesis that it was delivered to Mabel with intent to pass title. What agreement she may have had with her father with reference to recording it, if any, is undisclosed. However, it was not recorded but could have been. There is no evidence that Chris Herzing ever asked for possession of the deed either from Mabel or, after her death, from Mabel’s husband. If there was some condition annexed to the delivery it becomes immaterial. In Lowber v. Connit, 36 Wis. 176, it was said that if a grantor of land does not intend his deed to take effect until some condition is per *623 formed he must keep it himself or leave it in escrow with a stranger and not deliver it to the grantee. See also Rogers v. Rogers, 53 Wis. 36; Hamlin v. Hamlin (N. Y.), 84 N. E. 805; 18 C. J., p. 211.

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Bluebook (online)
58 N.W.2d 430, 263 Wis. 617, 1953 Wisc. LEXIS 469, Counsel Stack Legal Research, https://law.counselstack.com/opinion/herzing-v-hess-wis-1953.