In Re the Estate of Sharp

537 P.2d 1034, 1975 Utah LEXIS 727
CourtUtah Supreme Court
DecidedJune 25, 1975
Docket13779
StatusPublished
Cited by8 cases

This text of 537 P.2d 1034 (In Re the Estate of Sharp) is published on Counsel Stack Legal Research, covering Utah 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 the Estate of Sharp, 537 P.2d 1034, 1975 Utah LEXIS 727 (Utah 1975).

Opinion

MAUGHAN, Justice:

The court below disposed of two parcels of real property involved in the estate of Edward W. Sharp, deceased. On appeal is the judgment of the court, challenged by one of the daughters of the deceased, Mrs. Florence Powell. Statutory references are to U.C.A.1953, as amended.

*1036 Mrs. Ethel Thompson, another daughter of the deceased, filed a petition with the court claiming purchase from her deceased father, and adduced evidence which, in the court’s mind, sustained her petition; and the court ordered conveyance. Mrs. Louise Blanch, another daughter of deceased, prior to her death had filed with the court her petition claiming conveyance from her father of the second parcel of realty here under consideration. The estate of Mrs. Blanch is currently in probate. Mrs. Florence Powell, (the occupant of the Blanch parcel since 1962, making substantial alterations and repairs) claiming as the successor in interest to Mrs. Blanch, also filed a petition with the court requesting conveyance to her of the seven-tenths acre comprising the Blanch parcel. The court denied the petitions of Mrs. Blanch and Mrs. Powell, thus remitting the seven-tenths acre to the estate as an asset.

Mrs. Powell, hereafter also appellant, seeks reversal of the lower court’s judgment disposing of both parcels; and assigns three points of error. These will be treated in the order given them by appellant.

Appellant contends that the trial court improperly admitted evidence barred by 78-24-2(3), the “dead man’s” statute; and claims that without this inadmissible testimony there is insufficient evidence to sustain the court's findings. The testimony objected to concerned the transaction wherein Mrs. Ethel Thompson purchased her parcel from her father. For two reasons we cannot agree with appellant’s first assignment of error.

First, witness Florence Powell was present and witnessed the contract by which the deceased sold the pasture to Ethel Thompson. Mrs. Powell also admitted that Ethel Thompson had assumed the mortgage, made payments thereon, and had paid the property taxes. Mrs. Powell further conceded Ethel Thompson’s rights, under the contract, to purchase the land; and seemed only to want assurance that the remaining payments be made.

As a witness to the transaction concerning Ethel Thompson’s land, Mrs. Powell’s testimony is admissible to establish the execution of the contract, and the circumstances then extant. 1

Secondly, although some of the details to which Ethel Thompson testified may have been inadmissible under 78-24— 2(3), there was substantial evidence to sustain the determination of the trial court. Through documentary evidence and expert testimony the contracts of sale were established, the payments to the decedent were proved, as well as the payments to the mortgagee, and the payment of property taxes. In addition, Mrs. Thompson’s possession of the property from the date of sale to the present time was established. With reference to the effect of testimony inadmissible because of the “dead man’s” statute see Del Porto v. Nicolo, 27 Utah 2d 286, 495 P.2d 811 (1972).

Appellant’s second assignment of error contends that the court below erred in treating the petitions of appellant, and Mrs. Thompson, as claims against the estate, stating that the court should have required them to file separate actions against the estate. With that point we are in partial agreement.

The trial court determined that the claim of Mrs. Blanch (through whom Mrs. Powell claims) was filed more than one year after the time for presenting claims had passed, as fixed by the notice of creditors. The petition of Louise S. Blanch (which the court denominates as a “claim”) asserted that the property was sold to her by Edward W. Sharp, as evidenced by a written document executed February 17, 1945. It further asserted that she had occupied and exercised complete dominion over the premises from and after February 17, 1945; and that the court should order the administrator to execute and deliver to her a suitable conveyance.

*1037 This was a petition for specific performance of a contract to convey real estate, and fell squarely within the provisions of 75-11-26. The statutory provisions found in 75-9-4, concerning creditor’s claims and the time limitations thereof do not apply to a petition for specific performance.

In Bancroft’s Probate Practice 2 it is said:

. that equitable claims for relief beyond the money judgment, such as for enforcement of liens or trusts or for enforcement of rights in specific property are not “claims” within the usual statutes.

This problem has been dealt with by other courts, and we make reference to two. In the matter of Ashbauth v. Davis, 3 the court, dealing with a statute similar to our own, said:

As early as 1886 this court held that the term, “claim” does not include causes of action purely equitable, and in which purely equitable relief is sought.

See also In re Bailey’s Estate, 42 Cal.App.2d 509, 109 P.2d 356 (1941).

The term “claim” found in 75-9-4 does not include a claim for specific performance, but refers to debts or demands against the decedent which might have been enforced in his lifetime, by personal actions for the recovery of money; and upon which only a money judgment could have been rendered. Here, both Mrs. Thompson and Mrs. Powell are not claiming as creditors, but seeking specific performance of contracts to convey property which they claim as their own, thus they cannot be called creditors of the estate.

The assertions of appellant that the trial court should have refused to entertain the petitions is not well made. This for the reason there is a complete statutory procedure, for the determination of a claim for specific performance. 4 Under Section 75-11-28 the court was authorized to order the administrator to execute a conveyance.

Section 29 of that statute provides that, upon hearing, if the petitioner’s right to specific performance appears doubtful, the court must dismiss the petition, without prejudice to the rights of petitioner, who may at any time within six months thereafter proceed by action to enforce specific performance of the contract.

Louise Blanch filed her petition, prior to her death, and this was before the court. Appellant filed a response to the adminis-tratrix’s petition for determination of the claim, wherein appellant claimed she was an owner of the land by gift; and at the hearing she asserted that she was a devisee under Louise Blanch’s holographic will.

The instrument under which Louise Blanch made her claim is as follows:

TO WHOM IT MAY CONCERN:

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Bluebook (online)
537 P.2d 1034, 1975 Utah LEXIS 727, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-sharp-utah-1975.