McGinnis v. McGinnis

139 N.W. 466, 159 Iowa 394
CourtSupreme Court of Iowa
DecidedJanuary 16, 1913
StatusPublished
Cited by3 cases

This text of 139 N.W. 466 (McGinnis v. McGinnis) is published on Counsel Stack Legal Research, covering Supreme Court of Iowa primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
McGinnis v. McGinnis, 139 N.W. 466, 159 Iowa 394 (iowa 1913).

Opinion

Weaver, C. J.

The principal parties to this action are the children and heirs at law of Eliza J. McGinnis, deceased, who died intestate in January, 1911. After the death of said deceased her daughter Mary Jane McGinnis, holding title to a certain farm conveyed it to one Rolf. Thereupon plaintiffs, sons of the deceased, claiming that their said sister had held the land in trust for Eliza J. McGinnis, began this action in equity to have the said trust judicially established and impressed upon the moneys received in consideration for said conveyance. Upon trial to the court the plaintiff’s bill was dismissed, and from that decision they appeal. -The theory of the appellants is that their mother furnished a large part of the consideration for the land in question, and that the title was taken by Mary Jane under circumstances equitably impressing it with- a resulting or constructive trust in favor of her mother in proportion to the contribution by the latter to the purchase price. They further allege facts tending to show that the said Mary Jane took said title under an express agreement of trust whereby she was to hold the same during the life of her mother, and, upon the death of the latter, to distribute the trust property to her heirs.

Counsel upon either side have favored the court with unusually extensive briefs stating very many propositions of fact and of law, and citing and quoting in support of their [396]*396several positions some hundreds of authorities and precedents from this and other courts. The very wealth of argument and citation thus presented is somewhat embarrassing, for it is manifestly impossible within the allowable limits of a written opinion to consider separately all the points made in the briefs and discuss the bearing thereon of all the many authorities cited to our attention, while anything less than this is likely to impress counsel with the thought that their presentation of the appeal has not been given the consideration it deserves. We have endeavored, however, to' read the arguments and abstracts with care to arrive at the real merits of the dispute between the parties, and we think the essential issues can be disposed of without unduly extended discussion. As we view the case, the real controversy is one of fact rather' than one of law. Decisions of fact issues are rarely of importance as precedents, for each case is quite sure to be more or less effected by circumstances and conditions peculiar to itself, and it is quite as apt to mislead, as to aid, a litigant who relies upon it as authority in another case. We shall therefore content ourselves with a statement of our conclusions without setting out or discussing in detail the evidence on which they are based.

It is shown that Eliza J. McGinnis was a widow; that she died without will; and that all her heirs are parties to this proceeding, though but three of them unite as plaintiffs and appellants. At the time the alleged trust is said to have been created, the husband of Mrs. McGinnis had been dead for a considerable period, and his estate had been settled and distributed to his widow and heirs as provided by law. All of her children, except her daughter Mary Jane, had left the maternal home and gone out to make their ovni way in the world. Mrs. McGinnis was then possessed of about $6,000 in money deposited in bank and for which deposit she held certificates. In July of the year 1907 she entered into a written contract with one Carpenter for the purchase of the farm in question at the agreed price of' $18,000; conveyance to be [397]*397made on March 1, 1908. Before the contract matured, Mrs. McGinnis appears to have cashed her certificates of deposit and turned the money over to her daughter, who deposited it in her own name. At the request of the mother, Carpenter conveyed the land to Mary Jane, who made to him a cash payment of about $9,000 and secured the remainder by making or assuming a mortgage on the land. The money which had been transferred from Mrs. McGinnis to Mary Jane was doubtless used by the latter in making up the cash payment to Carpenter. In the management of the farm thus purchased, Eliza J. McGinnis took a more or less active part, and some of her conduct relating thereto, and some of the statements alleged to have been made by her to some of the witnesses, are consistent with plaintiffs’ theory that she claimed to be the beneficial owner of the property; but, as we shall hereinafter note, they are not necessarily inconsistent with appellee’s theory that she herself became and was the owner of the property both in law and equity, subject only to an obligation to support and care for her mother. In September, 1910, and during the lifetime of her mother, Mary Jane entered into a contract to convey the land to one Rolf for the agreed consideration of $19,105. After the death of the mother in January, 1911, Mary Jane executed and delivered a deed to Rolf pursuant to her agreement. It was then this litigation took form, and by agreement of the parties, or by order of the court, the cash payment made by Rolf was placed in the hands of a trustee to be held to abide the result of the suit.

1. Gifts: presumption: resulting trusts: evidence. I. It must be conceded, we think, that payment by a mother of the purchase price of land conveyed by a third person to her daughter, or the furnishing of money by mother to daughter for the purchase of land, is not in itself sufficient to make the latter a trustee of the title for the benefit of the former, nor is it sufficient even to create between them the relation of debtor and creditor. Upon such a showing alone the law presumes the money to have been paid or furnished by the parent as [398]*398a gift or advancement to the child. Counsel for appellants admit the general rule as stated, but insist that in this case there is sufficient showing that the appellee stood in such relation of special trust and confidence to her mother that the burden is upon her to show that the transaction was a gift or an advancement, and that the same was fairly obtained without fraud or undue influence. "We are quite clear that the record does not support this claim. It is true the daughter lived with her mother, and they appear to have maintained a common or joint bank account from which their personal and family expenses were defrayed. There is nothing to show that the daughter was at that time the business adviser of her mother or manager of her affairs or exercised any control over her actions. Indeed, if the testimony has any bearing in either direction upon this point, it tends rather to indicate that the mother was the managing and controlling factor in their family and business relationship.

So, too, it may be said that the charge and claim that appellee acquired the title by fraud or deception practiced upon her mother is without any fair support in the evidence, and can only be inferred by attributing an evil purpose to conduct which is entirely consistent with the theory of good faith on her part. The burden is therefore upon the appellants to overcome the presumption of gift or advancement.

For this purpose reliance is chiefly placed upon the alleged conduct of the mother, and daughter with respect to the property and upon certain statements attributed to the mother by some of the witnesses. It is said, as we have before suggested, that the mother was the active manager of the land and took a principal part in renting It and offering it for sale. But there is nothing in this showing which conclusively sustains the theory of ownership on her part. • She was the mother of the appellee, and, as we have said, the managing factor of the little family.

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

Related

Frederick v. Shorman
147 N.W.2d 478 (Supreme Court of Iowa, 1966)
Keshlear v. Banner
280 N.W. 631 (Supreme Court of Iowa, 1938)

Cite This Page — Counsel Stack

Bluebook (online)
139 N.W. 466, 159 Iowa 394, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mcginnis-v-mcginnis-iowa-1913.