Humphrey v. Mottier

96 N.E. 38, 48 Ind. App. 469, 1911 Ind. App. LEXIS 161
CourtIndiana Court of Appeals
DecidedOctober 11, 1911
DocketNo. 7,471
StatusPublished
Cited by2 cases

This text of 96 N.E. 38 (Humphrey v. Mottier) is published on Counsel Stack Legal Research, covering Indiana Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Humphrey v. Mottier, 96 N.E. 38, 48 Ind. App. 469, 1911 Ind. App. LEXIS 161 (Ind. Ct. App. 1911).

Opinion

Lairy, C. J.

John D. Mottier on July 31, 1907, executed a deed, by which he conveyed certain real estate to his daughter Lilly Humphrey. He was afterward adjudged to be a person of unsound mind, and his guardian, Hosier J. Harris, brought suit against Lilly Humphrey and her husband, James Humphrey, to set aside the deed to said real [471]*471estate, and also to recover certain personal property alleged to have been transferred to appellants by appellee’s ward before he was adjudged to be of unsound mind.

The complaint was in three paragraphs. The first paragraph, after making the necessary averments to authorize a suit by the guardian in his representative capacity, alleges that at the time of the execution of the deed, and for some time prior thereto, John D. Mottier was a person of unsound mind; that appellants knew his condition of mind, and procured from him the execution of the deed in question. It is further averred that the guardian disaffirmed the acts of said Mottier in the. conveyance of said real estate, and demanded a reconveyance. The prayer of this paragraph is that the deed be set aside and the title quieted in said Mottier. The second paragraph proceeds upon the theory that said John D. Mottier was old and feeble in body and mind, and was susceptible to influence; that appellants exercised an undue and improper influence over him, and procured the conveyance of said real estate by such improper influence. As the finding and judgment of the court below were expressly based on the first and third paragraphs of complaint, no error can be predicated on the second, and it will not be necessary further to refer to it.

Appellants filed a demurrer to each paragraph of the complaint, on the ground that neither paragraph stated facts sufficient to constitute a cause of action. The action of the trial court, in overruling these demurrers, is one of the grounds assigned for a reversal.

Appellants take the position that the averment contained in the first paragraph of complaint, “that said Mottier was, for a long time prior to said proceeding, of unsound mind, has so remained ever since, and is now of unsound mind,” is a conclusion, and is not a sufficient averment that his mental unsoundness was of such a character as to render him incapable of understanding the character of the transaction in which he was engaged at the time he made said [472]*472contract. It is contended that such a degree of mental unsoundness as rendered him incapable of transacting the ordinary affairs of life with discretion should have been shown by proper averments in the complaint, and that for the want of such averments the complaint is insufficient.

1. Section 3112 Burns 1908, §2556 R. S. 1881, provides as follows: “All persons, except infants and persons of unsound mind, may devise, by last will and testament,

any interest, descendible to their heirs, which they may have in any lands, tenements, and hereditaments, or in any personal property, to any person or corporation capable of holding the same.” The Supreme Court of this State has frequently held that the phrase “of unsound mind,” as used in said statute, means such a degree of unsoundness of mind as, measured according to the standard fixed by the adjudicated cases, incapacitates a person from making a will. Blough v. Parry (1896), 144 Ind. 463; Runkle v. Gates (1858), 11 Ind. 95; Rush v. Megee (1871), 36 Ind. 69; Turner v. Cook (1871), 36 Ind. 129; Herbert v. Berrier (1881), 81 Ind. 1; Burkhart v. Gladish (1890), 123 Ind. 337; Bower v. Bower (1895), 142 Ind. 194; Wallis v. Luhring (1893), 134 Ind. 447. In the ease first cited the court said on page 489: “The meaning thus assigned to the phrase ‘of unsound mind’ by this court in construing the statute of wills was fully justified and founded in good reason. Because, according to Winslow, the phrase of unsound mind was first used by Lord Eldon to designate a state of mind not exactly idiotic, and not lunatic with delusions, but a condition of intellect between the two extremes, and unfitting the person for the government of himself and affairs. Taylor, Medical Jurisp. [11th Am. ed.] 678. To the same effect is Den v. Johnson [1819], 5 N. J. L. *455, 8 Am. Dec. 610. Thus we find that the phrase ‘of unsound mind’ had attained an appropriate and technical meaning in the law, conveying the idea of testamentary capacity according to the legal standards for such capacity. Another statute [473]*473in force at the time prescribing the rule for construing statutes provides that: ‘Words and phrases shall be taken in their plain, or ordinary and usual sense. But technical words and phrases, having a peculiar and appropriate meaning in law, shall be understood according to their technical import.’ §240 Burns 1894, §240 R. S. 1881.”

2. The statute that specifies what persons may make conveyances is somewhat similar to the statute on the subject of wills, and is as follows: “Persons of unsound mind and infants may not alien lands nor any interest therein.” §3938 Burns 1908, §2917 R. S. 1881. The courts having held that the phrase “of unsound mind,” as used in the statute of wills, hereinbefore quoted, is to be given a technical meaning, indicating a person who lacks testamentary capacity as defined by law, we can think of no reason why the same words used in §3938, sufra, should not be given a similar technical meaning, and held to indicate a person who lacks mental capacity to convey real estate, when measured according to the standard fixed by the courts. Where a complaint to set aside a conveyance of real estate on account of the mental incapacity of the grantor avers that such grantor was of unsound mind at the date of said conveyance, it will be held that the phrase “of unsound mind” is used in the same sense in which it is used in the statute, and means that the grantor, by reason of his mental unsoundness, lacked requisite mental capacity to make a deed, as that capacity is defined by the adjudicated cases.

3. The question here presented has never been directly decided by either of the higher courts of this State, but it has been decided by the court of appeals of New York.

In the case of Riggs v. American Tract Soc. (1881), 84 N. Y. 330, the court said: “It is, however, seriously argued that some further allegation is necessary, ‘that a person who is merely of unsound mind is not necessarily or even presumptively incapable of making such a dis[474]*474position of his property. ’ But in no other words could the pleader so well state the exact point to which the jury or the trial court must come before a decision is rendered in favor of the plaintiff. In Ex parte Barnsley [1744], 3 Atk. 168, to an inquisition, ‘whether B. is a lunatic,’ the return was that ‘from weakness of mind he is incapable of governing himself, and his lands and tenements;’ and on motion to quash there was much debate as to its effect, whether sufficient or not. It was held bad, partly because the words in sense and meaning were not equivalent to the answer sought by the inquisition, and partly because the return was not easily traversable. The chancellor, saying after reference to investigation of the records that the proper return was ‘lunaticus or non compos mentis’ or ‘insana

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State ex rel. Steers v. Acree
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116 N.E. 417 (Indiana Supreme Court, 1917)

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Bluebook (online)
96 N.E. 38, 48 Ind. App. 469, 1911 Ind. App. LEXIS 161, Counsel Stack Legal Research, https://law.counselstack.com/opinion/humphrey-v-mottier-indctapp-1911.