In RE COLLINSON ESTATE v. McNutt

106 N.E.2d 225, 231 Ind. 605
CourtIndiana Supreme Court
DecidedFebruary 4, 1953
Docket28,844
StatusPublished
Cited by8 cases

This text of 106 N.E.2d 225 (In RE COLLINSON ESTATE v. McNutt) is published on Counsel Stack Legal Research, covering Indiana Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In RE COLLINSON ESTATE v. McNutt, 106 N.E.2d 225, 231 Ind. 605 (Ind. 1953).

Opinion

*606 Bobbitt, J.

This action was transferred from the Appellate Court under §4-215, Burns’ 1946 Replacement, Acts of 1933, ch. 151, §1, p. 800. Following oral argument which was had before this court and after further careful consideration, it developed that the judges participating held widely divergent views as to the principles of law which should govern the decision of the case, and a majority could not agree.

Draper, J., having been a member of the Appellate Court at the time the action herein was under consideration by that court, did not participate.

Jasper, C. J., and Bobbitt, J. are of the opinion that the decision of the trial court should be affirmed, while Emmert and Gilkison, J. J., are of the opinion that the decision of the trial court should be reversed and appellant granted a new trial.

The effect of such disagreement in this case is different from that in Gary Rys. Inc. v. Chumcoff (1952), 230 Ind. 309, 103 N. E. 2d 203, because in that case the disagreement was on the question of granting the petition to transfer and since there was not a majority- of the judges there participating in favor of granting the petition to transfer, it was denied and the opinion of the Appellate Court stood as the law of the case, while in the case at bar a majority of the judges participating approved the petition to transfer and the case was thereby taken over by this court and the opinion of the Appellate Court vacated, thus placing the case at bar in the position of an appeal to this court where, when a majority of the judges participating fail to agree, the decision of the trial court is affirmed. Section 2-3232, Burns’ 1946 Replacement, Acts 1881 (Spec. Sess.) ch. 38, §654, p. 240.

*607 *606 The four judges participating being equally divided at the last term of court, and being still equally divided *607 at this term, the judgment of the trial court is affirmed without costs. Section 2-3232, Burns’ 1946, Repl., supra.

Separate opinions covering material points in the case arising from the record will follow in this term.

Note.—Reported in 106 N. E. 2d 225.

SEPARATE OPINION

Bobbitt, J.

This action grows out of an alleged gift causa mortis.

The deceased Emily Collinson was a lady of some seventy years of age who lived with an elder sister. She depended upon the Catholic Charities Bureau for nursing care. Appellant, who was a registered nurse and working under the direction of said bureau, was assigned to visit Miss Collinson at regular intervals. However, because of the condition of the deceased and her elder sister, appellant stopped frequently at their home where she cared for and performed nursing and other services for the deceased.

In January, 1943, decedent became seriously ill and appellant made necessary arrangements and took decedent to St. Vincent’s Hospital, driving her there in her (appellant’s) own car. At the time decedent had with her a small package and on the way to the hospital Miss Collinson said to appellant: “Here is a box, I am giving it to you and if I die it is yours. I don’t want anyone else to have it.” After Miss Collinson was settled in the hospital appellant took the box to the office of the bureau and gave it to the director who put it on the safe in the back of his office.

Miss Collinson died February 9, 1943, without having recovered from the illness which sent her to the *608 hospital. On the day of her funeral appellant called appellee by telephone and told him that Miss °Collinson had given her a box and that she did not know the contents thereof. He then asked the whereabouts of the box and where he could meet appellant for the purpose of getting it. Appellee later called for appellant at the Y. W. C. A. and drove her in his car to the office of the bureau where the box was delivered to them by the director. Appellant testified that on the way to the office she asked appellee whether, because there was no witnesses to the gift and there was a will, it could be a legal gift, and he answered: “I don’t know that it is a legal gift.” The box was opened by appellee and found to contain $11,577 in cash. Appellee then said he thought the money was a part of the estate. Thereupon the director of the bureau said: “Well, Helen said all along if it did not belong to her she did not want it,” and asked appellee if he wanted to take the money with him. Appellee replied that he did not because it was after banking hours and arrangements were then made with the director and his secretary to meet appellee at the bank the next morning where the money was delivered and inventoried as an asset of the estate.

Appellant contends that the undisputed evidence brings the alleged gift within the definition of a gift causa mortis.

First: Gifts causa mortis are not especially favored in law because of the opportunity they afford for the perpetration of frauds. Yet, when the facts essential to consummate any such gift are clearly and satisfactorily shown, they are upheld and they are not contrary to public policy. Bulen v. Pendleton Banking Co. (1948), 118 Ind. App. 217, 78 N. E. 2d 449, 456; Hinton, Admr. v. Bryant (1934), 99 Ind. *609 App. 38, 190 N. E. 554; Caylor v. Caylor’s Estate (1899), 22 Ind. App. 666, 52 N. E. 465, 72 Am. St. Rep. 331.

While this court has not refused to enforce the above rules, the doctrine announced therein should not be extended beyond its present limits and the evidence in support of a gift causa mortis must be not only clear and convincing, but it will be scrutinized with care. Page on Wills, Vol. 4, §1662, p. 749, and §1701, p. 819.

There is no statutory law in Indiana defining or regulating gifts causa mortis and it, therefore, comes to us as a part of the common law. At common law no specific number of witnesses is required to establish a gift causa mortis but in order to establish such gift there must be clear and convincing evidence and the alleged gift must be accompanied by a delivery of the subject matter. 24 Am. Jur., Gifts, §129, p. 797.

In considering any rule concerning the evidence required to establish a gift causa mortis, we should examine the public policy of our state on testamentary grants, as evidenced by our statutes, in order to secure a safe foundation on which to proceed. The Indiana statutes provide that a will shall be in writing, signed by the testator, and attested and subscribed in his presence by two or more competent witnesses. Section 7-201, Burns’ 1933 Replacement, 2 R. S'. 1852, ch. 11, §18, p. 308.

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Bluebook (online)
106 N.E.2d 225, 231 Ind. 605, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-collinson-estate-v-mcnutt-ind-1953.