McComb v. McComb

234 N.W. 707, 204 Wis. 293, 1931 Wisc. LEXIS 277
CourtWisconsin Supreme Court
DecidedApril 7, 1931
StatusPublished
Cited by4 cases

This text of 234 N.W. 707 (McComb v. McComb) is published on Counsel Stack Legal Research, covering Wisconsin Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
McComb v. McComb, 234 N.W. 707, 204 Wis. 293, 1931 Wisc. LEXIS 277 (Wis. 1931).

Opinion

The following opinion was filed February 10, 1931:

Fritz, J.

Plaintiff is the administratrix of the estate of Mark W. McComb, who died on March 10, 1929, and who was the only son of the defendant. He also has two daughters. In so far as necessary to understand the questions decisive on this appeal, the following facts, briefly stated, were found by the trial court: Prior to December 11, 1924, defendant, in a conference with his three children, told them that to avoid probate proceedings upon his death, he would rent a safety-deposit box in the name of each child; put in each box such securities as he saw fit from time to time; keep the keys in his safe, with tags attached, marking the keys intended for each child, so that upon his death each child could open the box for which a key, with a tag attached bearing the child’s name, was found in his safe; and that the defendant was to own and have the sole and complete use and control of all securities, and dispose of them as he pleased during his lifetime. On December 11, 1924, defendant rented a box at the Marshall & Ilsley Bank in his and his son’s name. Both signed the contract for the box, and that contract provided that either could open the box. The son’s check was used to pay the rent for the box, but defendant immediately reimbursed his son for that check. Both keys were delivered to the defendant, and were in his possession until he surrendered them to the bank on March 11, 1929. On December 11, 1924, defendant placed in the box coupon bonds, which were payable to bearer, and which were in separate envelopes, each of which had an indorsement similar to the following:

“Dominion of Canada. Total $5,000.00, Rate 4^4 °¡o; Denomination $1,000.00. Due February 1st, 1936. Nos. 22193-0, 22194-0, 22195-0, 22196-0, 22197-0. Inter[295]*295est payable February 1st and August 1st. This is the property of A. C. McComb, Oshkosh, Wisconsin.”

Thereafter, defendant from time to time removed, sold, exchanged, and replaced bonds in envelopes similarly indorsed. He cut all coupons upon maturity and mailed them to his son, who deposited them to the son’s account and immediately sent his check for the amount to the defendant. Defendant opened the box forty-five times and each time signed his son’s name to the receipt. The bank had no receipt signed by the son for opening the box. During the entire time the son had a box exclusively for himself and his wife, at another bank.

Prior to 1927 the defendant reported the income which he received on those bonds in his income tax reports. He did not include such income in his reports for 1927 and 1928, but gave his son the necessary data as to the income on the coupons which his son had deposited and remitted for to defendant; and he directed his son to report that income in the son’s name, and thereafter reimbursed the son for his tax payments by reason of that income.

“Defendant remained in sole control of the securities and the keys to the box, and received the income from the bonds from the beginning until Mark’s death, in accordance with the intention of the parties persisting until the end. None of the bonds in the Marshall & Ilsley Bank were ever delivered to Mark W. McComb. . . . The unrestricted possession, use, control, and dominion of the securities in the Marshall-Usley safety-deposit box have, from the beginning, been and remained in the defendant, A. C. McComb. Mark McComb never had or claimed . . . adversely to his father, the defendant herein, or otherwise, any possession or control over said securities.”

The court also found that the defendant executed deeds of real estate in which his son was named as grantee, and which provided for a consideration which was to be paid; that he never delivered those deeds to Mark, and never put [296]*296them in the Marshall & Ilsley Bank box; and that in 1928 the defendant wrote letters in his son’s name for tax bills for the real estate described in those deeds, and had his son pay the taxes with money furnished by defendant.

Although not covered by the court’s findings, it is undisputed that as soon as the bank opened on March 11, 1929, the day after his son’s death, the defendant, in the absence of any representative of the son’s wife or his estate, removed the securities from the safety-deposit box and surrendered the keys to the Marshall & Ilsley Bank.

Upon the facts found, the court concluded that the title to all of the securities in the safety-deposit box was at all times in the defendant; that the deeds to real estate were never delivered to defendant’s son, and that title to. that real estate was at all times in the defendant; and that the defendant was entitled to judgment dismissing the complaint.

There is but little conflict or contradiction in the evidence, although it may admit of some inferences which may be somewhat at variance with the facts as found by the court. At all events, the trial court’s findings are not contrary to the weight and preponderance of the evidence. They must be permitted to stand unless they are predicated upon incompetent or irrelevant testimony. Upon the facts found, the court rightly concluded that the securities and deeds were never delivered to Mark McComb; that no title to the securities or real estate'ever passed to him from the defendant; that the plaintiff is not entitled to have the defendant account to her for the securities or the real estate; and that defendant was entitled to the dismissal of the complaint.

Plaintiff contends that the court erred in receiving “the defendant’s testimony that from the time he and his .dead son rented the box he had possession of the two keys which were then delivered to them, and second, that he had written on the outside of certain envelopes a statement that he owned the bonds contained therein and had put them in this safety-[297]*297deposit box.” It is contended that that evidence is within the inhibition of sec. 325.16, Stats., which prohibits a party from testifying to a transaction with deceased persons; and also that the indorsements on the envelopes were inadmissible because they were self-serving declarations.

On the subject of the keys, the proceedings in relation to the only testimony of defendant which was received over plaintiff’s objections are as follows:

“Q. Mr. McComb, you may state whether or not from the time of the leasing of this box on December 11, 1924, at the Marshall & Ilsley Bank, you had the two keys to that safety-deposit box in your possession?
“Mr. Fish: That is objected to as incompetent; the witness is incompetent to show possession. He has testified that Mark McComb and he were present when they leased the box. This is an indirect methód of testifying to that transaction.
“(Which objection being overruled, the plaintiff duly excepted. )
“A. I have ever since.
“Q. At the time of the surrender of the box on the morning of March 12, 1929, did you deliver both keys of that box to the custodian, Mr. Trumpff?
“(There being the same objection, which was overruled, the plaintiff again duly excepted.)
“A. I did, to Mr. Trumpff.”

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

Related

Levandowski v. Studey
25 N.W.2d 59 (Wisconsin Supreme Court, 1946)
Jones v. . Waldroup
7 S.E.2d 366 (Supreme Court of North Carolina, 1940)
Kidder v. Kidder
268 N.W. 221 (Wisconsin Supreme Court, 1936)

Cite This Page — Counsel Stack

Bluebook (online)
234 N.W. 707, 204 Wis. 293, 1931 Wisc. LEXIS 277, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mccomb-v-mccomb-wis-1931.