McKee v. McKee

190 Iowa 1357
CourtSupreme Court of Iowa
DecidedMarch 9, 1921
StatusPublished
Cited by5 cases

This text of 190 Iowa 1357 (McKee v. McKee) 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
McKee v. McKee, 190 Iowa 1357 (iowa 1921).

Opinion

De Grape, J.

— The record in this case is quite voluminous, and presents fact questions only. We feel that no good purpose will be served, nor will the literature of the law be enriched, by any attempt on our part to review in this opinion the evidence in extenso.

The learned trial judge, prior to the entry of the decree, filed an exhaustive opinion, which embraces 28 pages of the printed abstract of record; and, after a careful reading of the evidence introduced upon the trial, we are satisfied with the correctness of the conclusions announced.

I. The primary question is whether the deed and the life [1358]*1358lease in controversy were executed by the plaintiff at a time when she was unable to comprehend the nature of her act and to understand the effect thereof.

1. Deeds: fraud: undue influence: mental incompeten°y-Plaintiff’s husband died April 5, 1908, and left surviving him the plaintiff and nine children, seven daughters and two sons. The land in controversy, 124 acres, constituted the plaintiff’s distributive share in the real estate of which her husband died seized.

On January 3, 1916, the plaintiff, as grantor, executed a deed to this land, conveying title to her two sons, defendants herein, and in said deed reserved unto herself a life estate. A contract of lease of her life estate was executed by her, March 7, 1916, to the defendants at an annual rental of $800. On the 9th day of February, 1918, a new lease was executed, increasing the rental to $1,000 a year, and at the same time the boys made a gift to their mother of $400, and Francis, in addition, gave her $100. On the day that the warranty deed was executed, a contract was signed by the parties to this action, in which the appellees obligated themselves to pay their sisters, daughters of the plaintiff, the sum of $12,500, within a year after the death of the plaintiff.

On February 14, 1916, an application was made for a loan of $15,000, to be secured by first mortgage upon 320 acres of land, which included the 124 acres deeded to the defendants. On the 30th day of March, 1916, a loan of $12,000 was made by the parties with whom application had been filed, and a mortgage was executed and signed by plaintiff and the defendants. The reduction in the amount of the mortgage was due to an objection on the part of the plaintiff to placing any mortgage on the 80 acres on which the defendants lived. Plaintiff stated at the time that there never had been a mortgage on that 80, and that there never would be as long as she lived.

The instruments in question are supported by good and sufficient considerations, and, unless the evidence sustains one or more of the grounds alleged by plaintiff to set aside these instruments, no court would be warranted in disturbing the rights of parties created thereby. The grounds alleged are: First, by reason of confidential relations between the plaintiff and defendants, the instruments are void, as the result of con[1359]*1359structive fraud; second, that the instruments, are the result of undue influence practiced upon plaintiff by defendants; third, that, by reason of her mental condition, due to epilepsy, plaintiff was incapable of understanding the nature and effect of the instruments executed by her.

At the time the deed was executed, plaintiff was about 53 years of age, James 25, and Francis 23. Upon the death of the husband and father, Alex McKee, the defendants being minors, plaintiff was appointed their guardian, managed their estates, and conducted the farm operations for a considerable period after her husband’s death. She had the reputation of being a good, keen business woman.

It is also shown that she desired her sons to buy a part of the lands belonging to her husband’s estate when the same were partitioned. Plaintiff claims to have no recollection of the execution of the deed; but it does appear that neither of the boys was present when plaintiff had the deed prepared, nor were they present at the time the deed was executed and acknowledged by her. There is no sufficient showing to justify a finding that the instruments in question were executed by the plaintiff under undue influence of the defendants, or either of them.

It is conclusively shown that the defendants, with the influence of her banker, could not induce the plaintiff to execute the mortgage to secure a $15,000 loan, when she discovered that the mortgage was intended to cover the old home 80; nor did she sign that mortgage until the 80 acres were omitted from the real estate pledged as security for the loan. It is quite remarkable that this transaction happened at a time when, as she now claims, she was in such mental condition that she was incapable of understanding business transactions.

It is fair to conclude, from the record before us, that she had a more tender regard and love for the boys than she had for the girls. This is quite apparent. ¥e are not unmindful that, as the parent advances in years, the dependence may be reversed by the hand of time, and, with a failing of intelligence and an enfeebled frame, the parent naturally looks with confidence to her children for protection.

“The parent becomes the child, ‘with the same dependence, [1360]*1360overweening confidence, and implicit acquiescence’ which had made the other, in infancy, the willing instrument of the parent’s desires.” Mott v. Mott, 49 N. J. Eq. 192, 200.

But the facts and the principles stated in the foregoing case, and in Sullivan v. Kenney, 148 Iowa 361, are not applicable to the case at bar. 2' fentfaf roía*" ,tlons’

The record discloses that, prior to the transactions in question, the plaintiff was guardian for her boy Francis, and that, during the years of her guardianship of her other minor children, and the managing of their estates, and during the period of settlement of her husband’s estate, she considered herself capable of conducting business affairs; and no one ever suggested that she was incapable or non compos until sometime after the execution and delivery of the instruments in suit. No one has sought to place plaintiff under guardianship at any time. The doctrine of confidential relations does not exist between a parent and adult children to the extent that it will prevent either from dealing with the other, or -per se cause a transaction between them to be under suspicion. Gregory v. Bowlsby, 115 Iowa 327.

There is nothing in this record upon which to predicate confidential relations, nor are there circumstances that constitute constructive fraud between the parties.

II. It is contended by appellant that, by reason of the epileptic condition of plaintiff, she was incapable of understanding and comprehending the effect of the transactions involved in this case. The evidence discloses that, at certain periods, the plaintiff was subject to epileptic attacks, but there is no sufficient showing that, at the times the instruments in controversy were executed, she failed to comprehend the effect of the transactions.

When these instruments were executed, Francis was living on the farm, and plaintiff lived in Stuart, with' her daughter Minnie. There is a total absence of proof that the “master minds” in these transactions were the boys. She testified that she trusted her sons to do what was best for her; and this, we think, is what any devoted mother would say. There was no real dependency of the mother on her boys.

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190 Iowa 1357, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mckee-v-mckee-iowa-1921.