Kolb v. Wagner

1926 OK 844, 252 P. 34, 123 Okla. 142, 1926 Okla. LEXIS 511
CourtSupreme Court of Oklahoma
DecidedOctober 19, 1926
Docket16975
StatusPublished
Cited by1 cases

This text of 1926 OK 844 (Kolb v. Wagner) is published on Counsel Stack Legal Research, covering Supreme Court of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Kolb v. Wagner, 1926 OK 844, 252 P. 34, 123 Okla. 142, 1926 Okla. LEXIS 511 (Okla. 1926).

Opinion

Opinion by

RUTH, C.

On May 1, 1923, in the county court of Custer county, Got-lieb Kolb filed a petition for the probate of the will of Jacob Kolb, deceased. The wil was duly admitted to probate, Gotlieb Kolb, executor, filed his bond, and there was filed a general inventory and appraisement on July 14, 1923, and under schedule “Bonds, Mortgages, Notes, and Accounts,” showing who was indebted to the estate, appears the following entry: “Katie Wagner $1,300 note not found.”

The appraised value of the estate was $13,-651. Thereafter, the plaintiff, “Katie” Wagner, daughter of deceased, filed her petition in the county court, praying the item of $1,300 be stricken from the appraisement, and alleging the indebtedness did not now exist and no such note was in existence. Upon hearing had, the county court rendered judgment in favor of the executor on February 10, 1925.

On January 19, 1925. the executor filed his final account, showing total receipts of $15,-039.65; expenditures of $810.75, leaving $14,-228.90 for distribution. In the items of receipt appear notes of Christian Kolb, Paunne Brady, and Kate Wagner, and the statement:

“These notes are being listed as receipts because executor is paying them out of the respective shares of each of the makers; that is, the share of the estate to the credit of each of the makers.”

On February 10, 1925, the county cour - made its order settling accounts and ordering distribution, and ordered the amounts of the notes deducted from the distributive shares of the makers of the notes respectively.

On February 13, 1925, plain I i if filed her notice of appeal from the order “disallowing plaintiff’s petition to strike her alleged note from the inventory, and also> from the order settling accounts and directing distribution,” and perfected her appeal to the district court of Custer county on March 24, 1925, and on motion of the executor, the appeal was transferred to the superior court of Custer county.

The executor filed his motion to dismiss the appeal for that: (1) The court was without jurisdiction to entertain the appeal. (2) The order of distribution was a default order. (3) The order overruling the motion to strike the item of $1,300 was not an ap-pealable order.

Motion to dismiss appeal was overruled, and the executor saved an exception. Executor’s demurrer to the evidence of petitioner was overruled and exceptions saved. After lull hearing had, the court found: “Katrina Wagner and her husband, Rudolph Wagner, executed the note some years before the death of Jacob Kolb, and before his death, Jacob Kolb made a gift inter vivos of said note to Katrina Wagner, and that the amount of the note should not be charged against the distributive share of Katrina Wagner; ” from which judgment the executor appealed, and the cause is now before this court for review upon petition in error and case-made.

The executor presents his appeal upon two *143 propositions: (1) Judgment was contrary to law and evidence. (2) Trial court was without jurisdiction.

Under section 1424, O. O. S. 1921, this case falls and comes under the rule Oj. causes of equitable cognizance (Uhrina v. Mastako, 100 Okla. 294, 229 Pac. 196), and it is a well-established rule of this court that:

“In a civil action, where the parties are not entitled to _a_ trial by jury as a matter of right, and where the sufficiency of the evidence is challenged, it is the duty of this court to consider and weigh all the evidence, and, if the judgment of the trial court is not clearly against the weight of the evidence, it will be sustained.” Uhrina v. Mastako, supra; Turben v. Douglas, 76 Okla. 78, 183 Pac. 881.

It appears from th'e record that the will of Jacob Kolb was executed May 19, 1922, and Jacob Kolb died May 22, 1923. Por the last six months of his life, Jacob Kolb lived in a small house about 20 steps from plaintiff's home; his bed, bedding, etc., being furnished by plaintiff, who took care of him, did his cooking, washing, mending, etc. Prior to the time he went to live in the small house, deceased lived in plaintiff’s house, and never lived with anj' of the other children, except one daughter, whom he visited with about two weeks. Deceased was about 83 years of age when he died. About one year before his death, and the day after he “went to town” and made his will, plaintiff testifies deceased gave her the note of $1,300, because she had taken care of him and was “good to him.” Plaintiff had the note in a tin box with other papers (some belonging to deceased) for about one year, when Jacob Kolb asked for bis papers, and she handed him the box, and when he found the $1,300 note among them, he came out into the kitchen and handed plaintiff the note, and told her “to put it in the stove and bum it,” and she did so in his presence and in the presence of her husband, her son, and daughter. This was on Friday, and on the following Sunday Jacob Kolb died.

Klemidena Proese, daughter of deceased, living at Perry, Okla., testified her father visited her for some weeks, about one year prior to his death, and spoke of wanting to take care of “Katie,” this plaintiff, and to “release” her, as “Katie” was not strong and had been good to him, and the other children would never even come to see him except when he sent for them, and they would drive right by his house and never stop. There was other testimony along this line, but it is unnecessary to set the same out. Mrs. Proese, the sister who testified on behalf of plaintiff, was 49 years of age, and the ages oi the sons and daughters ranged from Pauline Brady, 55 years, down to plaintiff, Katrina, who was 30 years of age.

The executor insists as his father paid plaintiff $20 per month for his care and keep, no weight should be given to the testimony of the witnesses relative to the gift of the note and the release of “Katie” from her obligation.

There is no question of Jacob Kolb’s mental condition up to the day of his death, he being able to look out for his own business affairs at all times, and there is no evidence or suggestion in the record of undue influence of “.fiduciary or confidential relation” that would cast a shadow upon the gift to the daughter who had “treated him so good” during the period when the shadows of the Great Beyond were falling athwart his life.

It -is contended that, as plaintiff handed the tin box to her father a few days prior to his death, and the box contained this note, this is evidence of the fact that deceased never did give plaintiff the note and release her from the obligation thereof, but the fact of his taking the note again into his possession was evidence of his intention not to make it a gift inter vivos. In support of this position on the part of the executor, there is cited 20 Cyc. 1209, 1296, 1297, and with the rules there announced, we are in perfect accord. How.ever, 20 Cyc. 1208, lays down the following rule :

“A debt due from the donee to the donor may be forgiven as a gift, and when the transaction is complete,, the debt is extinguished and cannot be enforced after-wards. * * * The usual method of making a gift of a debt Is for the donor to cancel and deliver to his obligor th'e evidences of his indebtedness, thereby indicating a forgiveness thereof, or a destruction thereof by the obli-gee with intent to refease.”

28 C. J.

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1930 OK 251 (Supreme Court of Oklahoma, 1930)

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Bluebook (online)
1926 OK 844, 252 P. 34, 123 Okla. 142, 1926 Okla. LEXIS 511, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kolb-v-wagner-okla-1926.