Lewis v. Burke

226 N.E.2d 332, 248 Ind. 297, 1967 Ind. LEXIS 436
CourtIndiana Supreme Court
DecidedMay 16, 1967
Docket31,175
StatusPublished
Cited by32 cases

This text of 226 N.E.2d 332 (Lewis v. Burke) 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
Lewis v. Burke, 226 N.E.2d 332, 248 Ind. 297, 1967 Ind. LEXIS 436 (Ind. 1967).

Opinions

Arterburn, C. J.

This case comes to us on transfer, from the Appellate Court. (See 214 N. E. 2d 186 for opinion of Appellate Court.)

The petition to transfer is now granted.

This is an appeal from denial of a petition of the appellant against the estate of Grace L. Copeland, deceased, in which the appellant claims ownership of household goods and furnishings located in the decedent’s home in Vevay, Indiana. The claim is made by virtue of an alleged gift the decedent made prior to her death.

The appellee first contends that the petition filed for recovery of the specific property was not in proper form since the petition did not comply with the Probate Code (Burns’ Ind. Stat. Anno. § 7-802 [1953 Repl.]) under which an affidavit is required stating that there are no setoffs, credits or deductions to which the estate is entitled. Appellee cites no authorities to support such a contention. Admittedly, the petition for this personal property was not filed under Burns’ Ind. State. Anno. § 7-802 (1953 Repl.) as a claim, but rather under Acts 1953, ch. 112, § 1421, p. 295, being Burns’ Ind. Stat. Anno. § 7-821 (1953 Repl.), which provides as follows:

[300]*300“When any person claims any interest in any property in the possession of the personal representative adverse to the estate he may file, prior to the expiration of six (6) months after the date of the first published notice to creditors, a petition with the court having jurisdiction of the estate setting out the facts concerning such interest and thereupon the court shall cause such notice to be given to such parties as it deems proper and the case shall be set for trial and tried as in ordinary civil actions.”

This is a new provision under the Probate Code, and the obvious purpose of this provision was to provide a remedy to those persons who claimed specific personal property which happened to be in the possession of the decedent at the time of the decedent’s death. Under the law prior to the Probate Code, the normal remedy was merely a claim to be paid in money for the value of the property. This was not always an adequate remedy, particularly if the estate was insolvent or the owner of the property desired the specific property because of its peculiar value. The new section (Burns’ Ind. Stat. Anno. § 7-821 [1953 Repl.]) of the Probate Code provides the same remedy against an estate as one might have in an action of replevin against an individual, namely, recovery of specific personal property. We therefore cannot agree with the contention of the appellee.

The brief of the appellee states:

“The Appellee is in agreement with the Appellant as to the fundamental question facing the Court in this case, which is whether the decedent, Grace L. Copeland, made a complete gift inter vivos of her household goods to George C. Lewis, the Appellant, by her letter of May 9, 1957.”

We therefore take up at this point the primary question in this case. It appears from the evidence the decedent, Grace L. Copeland, went to the law office of Hillis & Hillis, Logansport, Indiana, and under the advice of the attorneys, prepared and signed in the presence of two witnesses, the following letter :

[301]*301“HILLIS & HILLIS
Attorneys at Law
Fourth and North Sts.
Logansport, Indiana
May 9, 1957
“George C. Lewis
203 Twenty-sixth Street
Logansport, Indiana
My dear George :
I am writing this letter to you to confirm my promises and statements heretofore made to you about the furnishings and contents of the home in Vevay in which I am now living and where I have lived for forty odd years in the past.
These furnishings and the contents of my home are all yours, and I know you will get great pleasure and enjoyment out of them.
There are many items that your wife will like and will really appreciate. So I want Elva to enjoy these many fine items that are in my home.
Right now you and your wife are helping me in my time of need—and it will be a pleasure for me to know in my life time that it is George and Elva who now know that the things that gave great satisfaction to Dr. Copeland in his life time, and to me for so many years, are yours and that you folks can live in my home and enjoy the many articles that Doctor and I enjoyed.
So all these items are yours now and you take them whenever you want to.
With all my love and best wishes.
/s/ Grace L. Copeland
WITNESS:
/s/ Marylin Wikle
/s/ Jennifer Wallace”

Both witnesses to this letter or instrument appeared at the trial and testified to its authenticity. The evidence further shows that Mrs. Copeland lived in Vevay, Indiana, while Mr. Lewis lived in the northern part of the state, and most of the furnishings and contents for a house remained in her home until her death approximately three years later.

[302]*302The evidence shows that, at or prior to the time of Mrs. Copeland’s death, the appellant, George C. Lewis, had possession of the letter and instrument of May 9,1957. There is no evidence that Mrs. Copeland, the decedent, or her attorneys retained the possession of such letter. Possession of the deed of gift, or a deed in the case of real estate raises a presumption of acceptance and delivery of the same. Klingaman v. Burch (1940), 216 Ind. 695, 25 N. E. 2d 996.

The main contention of the estate is that a gift of tangible personal property cannot be made by a written instrument or deed of gift; that delivery of the personal property, symbolically or totally, must take place regardless of any written insrument.

Historically, in the days when few people could write, formal cerémonies and physical acts in the presence of witnesses were given legal significance. Delivery of personal property was one form of making a gift or of transfering title. This was true in the case of real estate, where livery of seisin was necessary to transfer ownership of real estate. As people became more literate and writing became more common, deeds and written instruments replaced largely these physical ceremonies and were found to be more reliable in demonstrating the intentions of the parties with reference to transferring title. In those early days people relied on seals to make a written instrument genuine and authentic. Sealed instruments were so inviolate in early law that once a seal was attached to a writing it was held that not even, fraud or forgery could be shown to avoid its effectiveness. The seal was conclusive of the intent of parties. Since people have become more literate, the seal has lost its immutability, but the execution of a writing as the expression of the intentions of parties is still of highest importance in the law. In Indiana we have eliminated the necessity of a seal on a written instrument to give it an elevated and an unusual position of credibility.

[303]*303Acts 1881 (Spec. Sess.), Ch. 38, § 319, p.

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Bluebook (online)
226 N.E.2d 332, 248 Ind. 297, 1967 Ind. LEXIS 436, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lewis-v-burke-ind-1967.