Mahan v. Dunkleman

1951 OK 213, 234 P.2d 366, 205 Okla. 54, 1951 Okla. LEXIS 560
CourtSupreme Court of Oklahoma
DecidedJuly 17, 1951
Docket34056
StatusPublished
Cited by16 cases

This text of 1951 OK 213 (Mahan v. Dunkleman) 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
Mahan v. Dunkleman, 1951 OK 213, 234 P.2d 366, 205 Okla. 54, 1951 Okla. LEXIS 560 (Okla. 1951).

Opinion

LUTTRELL, V.C.J.

These two actions, consolidated in the lower court and in this court on appeal, were brought by the plaintiff Marjory Ma-han against Maude A. Dunkleman and Ella A. Smith, both of these parties being defendants in each case. In one action plaintiff sought to cancel a deed to two tracts of land in Grant county, made by Thomas S. Paris to Maude A. Dunkleman, and in the other sought to cancel a deed to another tract in Grant county made by Thomas S. Paris to Ella A. Smith, both deeds being made in October, 1938. Plaintiff in each petition alleged that Thomas S. Paris was the brother of defendants Maude A. Dunkleman and Ella A. Smith, and the uncle of the plaintiff; that at the time the deed was made Paris was a man of advanced age who, because of mental and physical disease and weakness, was entirely without understanding; that Maude A. Dunkleman occupied a confidential and fiduciary relationship to him, and that she procured the execution of the deed sought to be canceled by reason of her dominant position due to such relationship, and by fraud and undue influence. Plaintiff alleged that she was entitled to one-third of the estate of Paris, which she sought to have decreed to her upon cancellation of the deeds. In a second cause of action she sought an accounting from the defendants for the rents and profits from the land involved in the action, from and after the death of Paris in 1943. The answer of the defendants in each case denied all the allegations in the amended petition, admitting the making of the deed, and pleaded other defenses, which we consider unnecessary to set out at length. Pending the determination of the actions Ella A. Smith died, and each case was revived in the names of her ad-ministratrix and heirs. The consolidated case was tried to the court as one of equitable cognizance, and at the conclusion of all the evidence the trial court found, among other things, that the weight of the evidence was in favor of the defendants, and generally found all the issues in favor of the defendants and against the plaintiff, and rendered judgment for defendants. Plaintiff appeals.

While plaintiff assigns a number of errors which she contends justify reversal, we think the decisive question presented is whether the findings and judgment of the trial court were clearly against the weight of the evidence. This requires a brief analysis of the evidence in the consolidated case.

From the record it appears that Thomas S. Paris was a long-time resident of Grant county, living in or near the small town of Jefferson; that he was a bachelor, and, at the time of the execution of the deeds in 1938, he was some 75 or 76 years of age. Upon his death in 1943 he was survived by his two sisters, the defendants, and his niece, the plaintiff, who were his sole and only heirs. The deeds in question were executed by him in October, 1938, and delivered to the defendant Maude A. Dunkleman without any money consideration being paid therefor by the defendants. The defendant Ella A. Smith lived in Montana, and the defendant Maude A. Dunkleman lived in Iowa, while plaintiff resided in Arkansas. Paris was a large man, weighing in the neighborhood of 250 pounds, and being 6 feet, 3 inches, tall, and at some time prior to the execution of the deeds had been involved in an automobile accident in which his legs were injured to an extent that it made it difficult for him to use them, and in later years this condition was further complicated *56 by arthritis. From the record it appears that Maude A. Dunkleman, his sister, had, for a long time after the accident to his legs, traveled from her home in Iowa to the home of her brother in Grant county every year for the purpose of assisting him in taking care of his business, collecting the rents and revenues from his farms, and also for the purpose of looking after a tract of land owned by her in Texas county, and one in the same county owned by Ella A. Smith. In 1940, the condition of Paris had grown worse, and Mrs. Dun-kleman and her husband, who usually accompanied her on her trips to Oklahoma, took him to their home in Iowa and kept him there until shortly before his death, at which time they put him in a nursing home in the town in which they lived where he was kept until his death. At some time, either late in 1939, or early in 1940, his bank accounts, which had theretofore been carried in his own name, were by Paris changed and put in the names of Thomas S. Paris and Maude A. Dunkleman, or the survivor. It also appears that because of the condition of his right hand Paris had difficulty in writing, and Mrs. Dunkleman made out the greater portion of his checks, deposit slips, and similar documents, but that the checks were signed by him, at least, until some little time after the accounts were changed to joint accounts. It is the contention of plaintiff that by reason of the assistance rendered by Mrs. Dunkleman to Paris, and his reliance upon her during his later years, she acquired a dominating position in his life which grew stronger as he became more feeble mentally, and that she used that position to influence or induce him to make the deeds to herself and her sister. These deeds disposed of the greater portion of his property, reserving to him a life estate therein. Plaintiff contends that the execution and delivery of the deeds were not the true act of the grantor, but were the result of his mental weakness and the dominating influence of Mrs. Dunkleman.

To sustain this contention plaintiff produced a large number of witnesses, some 21 in all, while defendants likewise produced numerous witnesses to controvert the contention of plaintiff. The witnesses for plaintiff were not unanimous in their opinion as to the mental capacity of Paris at the time the deeds were executed, some asserting that he was incompetent and not able to look after his business, while others testified that he was competent so far as business transactions were concerned, and that he was able to attend to his affairs. Of this latter class were the cashiers of two banks at Medford in which he had accounts, and the owner of a milling company to whom he sold his grain. All three of these witnesses testified that so far as they could see Paris appeared to know whát he was doing, and that they considered him competent to transact his business affairs. The other witnesses for plaintiff, in numerous instances, based their opinion that Paris was incompetent upon his loss of memory, his inability to express himself clearly on some occasions, and his increasing tendency to remain silent when they attempted to converse with him, while several witnesses testified that he had difficulty making change to pay for gasoline and other things purchased by him, and finally formed the habit of handing his pocketbook to the filling station attendants so that they could take out the proper amount of money. They also testified that while he persisted in driving his car, he had difficulty in doing so, and that he was a rather reckless driver. Other witnesses testified that on trips made with him he paid for gasoline, hotel rooms, and meals without much difficulty.

To attempt to set out in detail the testimony of these various witnesses for plaintiff would unduly lengthen this opinion; however, upon analyzing this testimony, it is significant that no witness testified to any act done or word spoken by Mrs. Dunkleman which indicated that she was attempting in *57 any way to influence Paris in his business transactions, or in the disposition of his property. One witness testified that Mrs.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Conoco Inc. v. J.M. Huber Corp.
148 F. Supp. 2d 1157 (D. Kansas, 2001)
Roberts Ranch Co. v. Exxon Corp.
43 F. Supp. 2d 1252 (W.D. Oklahoma, 1997)
Quinlan v. Koch Oil Company
25 F.3d 936 (Tenth Circuit, 1994)
Quinlan v. Koch Oil Co.
25 F.3d 936 (Tenth Circuit, 1994)
FIRST NAT. BANK AND TRUST v. Kissee
859 P.2d 502 (Supreme Court of Oklahoma, 1993)
First National Bank & Trust Co. of Vinita v. Kissee
1993 OK 96 (Supreme Court of Oklahoma, 1993)
Bartlett v. American National Bank & Trust Co. of Sapulpa
680 P.2d 369 (Supreme Court of Oklahoma, 1984)
Carpenter v. Carpenter
1982 OK 38 (Supreme Court of Oklahoma, 1982)
Blanchard v. Gordon
1966 OK 164 (Supreme Court of Oklahoma, 1966)
Diem v. Diem
1962 OK 124 (Supreme Court of Oklahoma, 1962)
Smith v. Smith
1961 OK 216 (Supreme Court of Oklahoma, 1961)
Allied Reserve Life Insurance Company v. Pierson
1960 OK 237 (Supreme Court of Oklahoma, 1960)
Littlefield v. Howery
1954 OK 53 (Supreme Court of Oklahoma, 1954)
Hamburg v. Doak
1952 OK 442 (Supreme Court of Oklahoma, 1952)

Cite This Page — Counsel Stack

Bluebook (online)
1951 OK 213, 234 P.2d 366, 205 Okla. 54, 1951 Okla. LEXIS 560, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mahan-v-dunkleman-okla-1951.