Martin v. Shaen

156 P.2d 681, 22 Wash. 2d 505, 1945 Wash. LEXIS 375
CourtWashington Supreme Court
DecidedMarch 1, 1945
DocketNo. 29489.
StatusPublished
Cited by25 cases

This text of 156 P.2d 681 (Martin v. Shaen) is published on Counsel Stack Legal Research, covering Washington Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Martin v. Shaen, 156 P.2d 681, 22 Wash. 2d 505, 1945 Wash. LEXIS 375 (Wash. 1945).

Opinion

Steinert, J.

The executor of the will and estate of Martha J. Shaen brought suit against the defendant, John Shaen, surviving husband of the decedent, to recover from the defendant the possession of certain real estate alleged to have been the sole and separate property of the decedent at the time of her death. The defendant resisted-the action, claiming in his answer that the property was his sole and separate property, by virtue of a deed from the decedent. The cause was tried to the court without a jury, and at the conclusion of the trial the court rendered a decision in favor of the plaintiff. The defendant thereupon moved for a new trial, and upon a hearing of the motion it was denied. Findings were thereafter made, from which the court concluded that the property was the sole and separate property of the decedent at the time of her death. Judgment was entered, decreeing ownership of the property in the estate, and granting to the executor a writ of restitution for his immediate possession thereof. The defendant appealed.

The crucial question involved in this appeal is whether or not the trial court erred in sustaining respondent’s objections to appellant’s cross-examination of the executor and in denying appellant’s incident offer of proof. The facts of the case, as shown by the evidence, and the circumstances connected with the trial court’s rulings are as follows:

John Shaen, the appellant, and Martha J. Shaen, the decedent, intermarried on December 30, 1927. Mrs. Shaen was then nearly sixty-five years of age. It is conceded in *507 the briefs that Mr. Shaen was twenty-four or twenty-five years her junior. The parties lived together as husband and wife until about May, 1943, which was several months prior to Mrs. Shaen’s death on October 1, 1943, at the age of eighty years.

Sometime before 1937, the exact date not being shown, one or the other of the parties purchased under contract the real estate here involved, consisting of one tract and a portion of another, the entire area aggregating approximately one and seventy one-hundredths acres. Whether the purchaser originally acquired the land as community property or as the separate property of the one or the other party is, to some extent at least, in dispute, although the uncontroverted evidence is that Mr. Shaen made all the payments out of his personal earnings. It is also uncontroverted that Mr. Shaen himself cleared and fenced the land. A house was then erected thereon, and from that time forward until shortly before Mrs. Shaen’s death the parties occupied the property as their home. Furniture and furnishings for the house were bought and paid for by Mr. Shaen.

On May 24, 1938, Mr. and Mrs. Shaen, desiring to make some disposition of the property as between themselves, consulted Mr. E. A. Ferris, an attorney at law in Yakima. They were accompanied at the time by two neighbors and friends, Joseph D. Evans and his wife, Eva Evans, who served as witnesses to the written transactions had upon that occasion.

Acting as the attorney for both parties, and at their mutual request, Mr. Ferris drew two instruments, one denominated a “Deed and Bill of Sale” from Mrs. Shaen to Mr. Shaen and the other denominated a “Statutory Quit Claim Deed,” from Mr. Shaen to Mrs. Shaen.

The deed from Mrs. Shaen to Mr. Shaen assumed a threefold form and character, composing (1) a warranty deed of the real estate here in question, but reserving to her a life estate therein; (2) a bill of sale of all “personal property, goods or chattels, including choses in action” then owned or thereafter acquired by her, but likewise reserving *508 to her a life interest therein; and (3) a will, devising and bequeathing to Mr. Shaen all of the above-mentioned property and appointing him executor of the will. Mrs. Shaen signed and acknowledged the instrument as her free and voluntary act and deed and also declared it to be her last will and testament. Mr. and Mrs. Evans signed the document as subscribing witnesses.

The deed from Mr. Shaen conveyed and quitclaimed to Mrs. Shaen the real estate referred to above, “together with all other real, personal or mixed property of every kind, name, nature and description, including choses in action, located in the state of Washington, or elsewhere.” That deed was also signed by Mr. and Mrs. Evans as witnesses.

After the two instruments had been executed by the respective parties and signed by the witnesses, Mrs. Shaen handed her deed to Mr. Shaen, while Mr. Shaen retained the one executed by him. Mr. Evans testified that, during the meeting at which the instruments were executed, Mrs. Shaen said to him:

“You and Eva [Mrs. Evans], I want you to know right now, you’re signing this paper and it is my last paper and my mind is right and, no matter what happens, I don’t want it changed.”

Mrs. Evans testified in almost the same language.

At the conclusion of the meeting in the attorney’s office, Mr. Shaen took both of the deeds and, accompanied by Evans, went to a bank, where he placed the two instruments in a safe-deposit box.

Sometime thereafter, Mr. Shaen removed the warranty deed from its place of deposit and, on December 30, 1940, filed it for record in the office of the county auditor of Yakima county. With reference to the quitclaim deed, Mr. Shaen testified that, so far as he knew, it was never taken out of the safe-deposit box.

In the spring of 1943, Mr. and Mrs. Shaen had some marital difficulty, which culminated in a criminal action charging him with having committed an assault upon her. That case was conducted by Mr. George M. Martin, a deputy prosecuting attorney, who is now the executor and plaintiff *509 respondent in this cause. The evidence does not reveal the outcome of the criminal action. The record does suggest, however, that at about that same time Mrs. Shaen left the family home permanently and, until her death, made her residence with two of her children by a former marriage.

It is also clear, from Mr. Martin’s testimony, that, while conducting the criminal action, he was retained by Mrs. Shaen to draw a will for her and to record the quitclaim deed mentioned above, wherein Mr. Shaen had conveyed the property to Mrs. Shaen. The deed itself bears an endorsement evidencing the fact that it was filed for record at the request of Mr. Martin on April 13, 1943.

The record also discloses that on March 13, 1943, Mr. Shaen made the final payment, amounting to $341.25, on the real estate contract covering the real property here involved, and shortly thereafter received from the record owners thereof a deed which he filed for record on September 27, 1943.

Mrs. Shaen died October 1, 1943, leaving a will which she had executed on April 13th of that year and in which she left five dollars to each of her eight children by her former marriage, and the remainder of her estate to a daughter-in-law. Mr. Martin, who drew the will, was named therein as executor.

There is evidence in the record to the effect that sometime after Mrs. Shaen left the home, in the spring of 1943, one or more of her children entered the house, in Mr. Shaen’s absence, and removed therefrom all, or a great part of, the personal property contained therein.

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Bluebook (online)
156 P.2d 681, 22 Wash. 2d 505, 1945 Wash. LEXIS 375, Counsel Stack Legal Research, https://law.counselstack.com/opinion/martin-v-shaen-wash-1945.