Jewell v. Horner

366 P.2d 594, 12 Utah 2d 328, 1961 Utah LEXIS 248
CourtUtah Supreme Court
DecidedDecember 4, 1961
Docket9431
StatusPublished
Cited by5 cases

This text of 366 P.2d 594 (Jewell v. Horner) 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
Jewell v. Horner, 366 P.2d 594, 12 Utah 2d 328, 1961 Utah LEXIS 248 (Utah 1961).

Opinion

CALLISTER, Justice:

Defendants appeal from a judgment impressing a trust upon certain real property and assessing money damages. Plaintiffs cross appeal from that portion of the judgment allowing the defendant, Ethel Lee Horner, certain offsets and also cross appeal from an order of the lower court vacating a default judgment which had been entered against the defendants William and Irene Powell.

Plaintiffs are the brothers of Ethel and the Powells are the purchasers, under a real estate contract, from Ethel of the property involved.

The property involved is the Jewell family home located in Murray, Utah. The mother of Ethel and the plaintiffs died in December, 1940. At that time, the two eldest sons, Argel and Jesse, were married and living away from the home. The youngest son, Clarence Jr., married and moved from the home in June, 1941. Ethel, then unmarried, continued to live in the home with her father, Clarence Sr., until September, 1946 when she accepted a school teaching assignment in Payson, Utah. However, she would return or weekends and look after the needs of her father and clean the house.

Early in 1947 the father contemplated remarriage with a lady by the name of Eva. At this time the home did not have an inside bathroom or hot water. These improvements were made during the summer of 1947 with the proceeds of a loan to Ethel in the amount of $1,200. Ethel was *330 the sole obligor on the note evidencing the loan, and she repaid the same. After the improvements were completed the father married Eva, but the marriage was terminated by a divorce in 1948. Subsequently, the father married again, this time to a lady referred to as Lou. In December 1955, the father died and Lou continued to reside in the home until her death in August 1959. In November 1959, Ethel executed a real estate contract with the Powells wherein she agreed to sell the home, upon terms, for $8,500.

Ethel claims title to the property by virtue of a deed from her father dated April 4, 1947 and recorded on September 17, 1947. This deed purports to convey the property to Ethel “for Ten Dollars ($10.00) and other good and valuable consideration.” However, the conveyance was made “subject, however to a life estate therein expressly reserved to the grantor herein, and, in the event the grantor should remarry, subject also to a life estate expressly reserved therein to his wife, and to the survivor of either of them, so long as either may live.” Affixed to the deed, at the time of recordation, were federal revenue stamps in the amount of $2.20.

The plaintiffs claim, and the trial judge so found, that the father had conveyed the property, subject to the life estates, to Ethel in safekeeping and. trust for the benefit of herself and the plaintiffs. This was denied by Ethel.

The principal witness relied upon by the plaintiffs, Mr. Fred Jensen, testified at the trial: That he was engaged in the real estate business in Murray, Utah, from 1927 to 1955 and had been a friend and neighbor of the Jewell family. That the father, Clarence C. Jewell, had executed the deed to the home in his office and in his presence. That the father had visited his office on two prior occasions and discussed the matter.

Mr. Jensen testified that Mr. Jewell had stated that he wanted to put the property in a shape where his proposed second wife (Eva) would not come into the picture “because he wanted the property, in case anything happened to him, to go to his children.” Mr. Jewell further stated “that it was understood between he and the boys that (sic) Ethel the property should be kept intact away from his second wife so that he could keep that as a home for Ethel as long as she needed it.” Mr. Jensen was sure that Mr. Jewell had used the word “safekeeping” in discussing the transaction.

Mr. Jensen had a young attorney in his office who “made the deed out the way Mr. Jewell wanted it, and then I notarized it.”

On cross-examination Mr. Jensen was asked if, during a conversation with Ethel and her attorney prior to the trial, he had told them that Mr. Jewell had talked to him about doing anything for his sons. Mr. *331 Jensen replied: “No, I don’t think he told me anything about that.”

Clarence Jewell, Jr., testified to three conversations. The first one was in 1941 between himself, the father, and Ethel. At this time the father suggested that Clarence build a home on the property, that “it will belong to you boys anyway eventually.” The second conversation was in 1946, after Ethel had moved from the home to teach at Payson. This conversation was between Clarence and his father and the latter stated that because he was all alone now he was “going to divide up this property among you” and “take rent from the home and move to the Iris Apartments”. Clarence, however, suggested that his father “keep the place in one piece.” The third conversation was between Clarence and his father sometime in 1947. On this occasion the father stated that “he was going to put the deed in Ethel’s name for safekeeping for her and the boys so that Eva wouldn’t be able to touch it.” He further stated that “Ethel undoubtedly wouldn’t be getting married and from all reports raising a family, and she would have a home to live in as long as she so wished it as a home.”

Clarence further testified that in 1954 or 1955, after the building of a carport, the father was agreeable to Clarence taking part of the property for pasture and a barn, so he and Ethel visited an attorney who advised them that they would “have to get the deed out and change it over.” Ethel did not ob j ect to executing a deed, but nothing was done because Ethel said, “Lou [the father’s third wife] would not go along with it.”

Clarence also testified that the family property was discussed prior to the father’s death, within the family “innumerable times” and that it was the general understanding that the deed was given to Ethel “to insure that the property would remain in the family, equally shared by all, and that so long as Ethel was an old maid and resided there it was to remain intact.”

Plaintiff Jesse M. Jewell testified to two specific conversations with his father. The first was in 1947, a few weeks before the father’s marriage to Eva. On this occasion the father told Jesse “That he was planning on getting married again, and he was going to put this — to make out a deed to this property in Ethel’s name more or less in safekeeping or to be held so that Eva wouldn’t have a chance to get in on it being the second wife, and to keep that property for the family, for Ethel and the boys.” The second conversation took place later in 1947 while the father and Eva were in the process of being divorced. According to Jesse, the father told him “that he was certainly happy that he had taken care, of this deed and to keep this property for the family so that her children could not come in.”

*332 Plaintiff Argel Jewell testified to three conversations regarding the family -home. The first was with his father in 1946, when his father indicated that he would “split the ground up between all of you boys and I will give Ethel the portion with the home on it.” Argel advised his father against splitting the property. The second conversation occurred in the late summer of 1947.

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Bluebook (online)
366 P.2d 594, 12 Utah 2d 328, 1961 Utah LEXIS 248, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jewell-v-horner-utah-1961.