Montgomery v. Willbanks

1947 OK 50, 181 P.2d 240, 198 Okla. 684, 1947 Okla. LEXIS 530
CourtSupreme Court of Oklahoma
DecidedFebruary 18, 1947
DocketNo. 32233
StatusPublished
Cited by16 cases

This text of 1947 OK 50 (Montgomery v. Willbanks) 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
Montgomery v. Willbanks, 1947 OK 50, 181 P.2d 240, 198 Okla. 684, 1947 Okla. LEXIS 530 (Okla. 1947).

Opinion

BAYLESS, J.

Baldwin Montgomery appeals from a judgment of the district court of Cotton county, rendered in an action tried without a jury, in favor of Ida D. Willbanks et al., heirs of Addie Dollar Bell, deceased,'canceling a deed made by Bell to Montgomery.

The deed was executed March 15, 1940, caused to be recorded by Bell August 29, 1942, and conveyed the land, subject to a reserved life estate, for an expressed consideration of “love and affection.” It is not contended that any valuable consideration passed between grantor and grantee at the time the deed was executed.

Following the death of Bell March 21, 1943, her heirs instituted and prosecuted this action on the theory the deed was void because it was given by a person of weak mind to another who occupied a fiduciary relationship to the grantor, for no valuable consideration, under such circumstances as cause courts to scrutinize such transactions closely and require the grantees to assume the burden of dispelling the presumptions of fraud, undue influence, and oppression.

This summarized history of the parties will display the controversy. Bell was a poorly educated woman, who lived on a farm most of her life, and it was controverted whether she was of more or less than average intelligence. When her husband died she moved to Wichita Falls, Tex., where she lived the remainder of her life. She met Montgomery there when she moved into his mother’s home. A short time later she moved into an apartment and later bought a home, in which she lived for the remainder of her life. When she met Montgomery she was 58 years of age and he was 39. The evidence shows a complete contrast between them. He was unmarried, had some education, was interested in musical and cultural and religious matters, and was very active in the business and social life of the town. He dealt in insurance and real estate. Bell was greatly attracted to him immediately, and soon delegated to him the entire and unreserved control and management of her business. The two had mutual [685]*685friends, he and his brother daily took the noon meal in Bell’s home, and in addition to looking after ■ her business affairs, he spent a great deal of time and attention towards making her life comfortable and pleasant. The heirs’ evidence tends to prove that Bell was “man crazy” and desired to marry Montgomery, while all.of the evidence negatives the idea that he ever entertained such a notion. All of his witnesses denied observing any matrimonial notions on the part of Bell. • He treated her with every kindness, and there is no hint in the evidence of an immoral relationship. The evidence shows that from 1934 on she told various people Montgomery was to have all of her property when she died, she referred to him as “son,” that their attitude toward each other was such that one witness, unacquainted with their true status, inferred he was her son until enlightened. In addition to this deed she left a will naming him sole beneficiary. This will was yet in litigation in Texas when this action was tried and we refer to it only as a part of the history of Bell’s life and, although it was introduced in evidence here, yet it has no legal effect on the issues eventually to be determined.

Bell’s heirs are her sisters and brothers of the whole and half blood, and the children of those deceased- The sisters and brothers lived in other states, were of a migrant, tenant farmer class, and, while their, feeling for each other was fraternal, there were visits and letters between them only at long intervals.

At the close of plaintiffs’ evidence defendant moved for judgment on the ground the evidence was insufficient to sustain a judgment in favor of plaintiffs. The trial court overruled this motion with apparent reluctance, saying:

“. . . I am not entirely satisfied at this time as to the legal effect of this testimony, but inasmuch as if your position is correct, the court can take care of it and will in the final judgment. I am not saying you are correct. ... I am saying if it is, you can’t be injured in the matter. I will overrule you at this time. I want to hear the whole testimony.”

Plaintiffs failed to show Bell was insane, the medical expert they called as a witness defining her willingness to marry Montgomery as a delusion but refusing to pass on her sanity on the basis of the hypothetical question asked. Her personal physician described her mental and physical condition as that of the average person her age and stated positively she was not insane or of unsound mind. She was not shown to be physically impaired, being as able to go about, to care for her home, do her cooking and care for herself as any person her age until the last few months of her life. It is clear that her limited education and business experience caused her to entrust her affairs to Montgomery, but whether she interfered with his management and if so to what extent is not shown, but at the same time it appears she was conversant with his action. Both could draw checks on her account. It is not shown that he excluded her from knowledge of her affairs or in any manner oppressed or deceived her. The weight of the evidence is insufficient to show that Bell’s mentálity was impaired. The trial court did not find she was of unsound mind, but rather that she was able to transact business. At most the evidence simply establishes a contrast between her mentality and that of Montgomery, arising from the lives they had lived respectively.

About March 15, 1940, Montgomery told a lady who conducted a business in the same office with him that Bell was coming in to make a deed in his favor to this land and told her generally what the deed should contain. Bell came in that day, discussed the matter with this lady, the deed was drawn by the lady, who thereupon read it to Bell and discussed it with her. Bell executed the deed and acknowledged it before this lady, she being a notary public. The whereabouts of the deed from then on is not shown, until the date it was sent, i» an envelope containing Bell’s return address, accompanied by Bell’s check, for recording with directions to return it to Bell. The letter of transmittal was typed on the same machine that typed the deed, but the lady who owned the ma[686]*686chine did not recall typing the letter. Where the deed remained after being returned to Bell is not shown.

The rule governing the issue thus presented to us has been stated by us in more than one decision. In Owens v. Musselman, 190 Okla. 199, 121 P. 2d 998, we said that fraud and undue influence usually are not presumed and ordinarily must be proved by clear, cogent and convincing evidence, but (1) where a confidential relationship is shown to exist between the grantor and grantee named in a deed, (2) where the deed is given for an inadequate consideration, and (3) some degree of physical or mental impairment on the part of the grantor raising a doubt of capacity to transact business is shown, the burden is then cast on the grantee to go forward with the burden of proof to show the complete good faith of the transaction and to show there was no fraud or undue influence used to obtain the deed.

In Antle v. Hartman, 193 Okla. 524, 145 P. 2d 756, this court held:

“Undue influence to vitiate a conveyance must destroy the grantor’s free agency at the time the conveyance is executed and must in effect substitute the will of another for that of the grant- or.”

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

Related

BLAIR v. RICHARDSON
2016 OK 96 (Supreme Court of Oklahoma, 2016)
Roberts Ranch Co. v. Exxon Corp.
43 F. Supp. 2d 1252 (W.D. Oklahoma, 1997)
Higgins v. Oklahoma National Bank & Trust Co. of Chickasha
1993 OK 75 (Supreme Court of Oklahoma, 1993)
Murray v. Laird
446 So. 2d 575 (Mississippi Supreme Court, 1984)
Gaeth v. Newman
199 N.W.2d 396 (Nebraska Supreme Court, 1972)
Gray v. Gray
1969 OK 125 (Supreme Court of Oklahoma, 1969)
Ellis v. Potter
1969 OK CIV APP 4 (Court of Civil Appeals of Oklahoma, 1969)
McSpadden v. Mahoney
1967 OK 118 (Supreme Court of Oklahoma, 1967)
LaDoux v. Bohn
1966 OK 223 (Supreme Court of Oklahoma, 1966)
Renegar v. Staples
1963 OK 207 (Supreme Court of Oklahoma, 1963)
Roberts v. Humphreys
1960 OK 222 (Supreme Court of Oklahoma, 1960)
Grand Lodge of Independent Order of Odd Fellows v. Stubbs
1956 OK 193 (Supreme Court of Oklahoma, 1956)
Hamburg v. Doak
1952 OK 442 (Supreme Court of Oklahoma, 1952)
Watkins v. Musselman
1951 OK 387 (Supreme Court of Oklahoma, 1951)
Bergman v. Smalley
1951 OK 308 (Supreme Court of Oklahoma, 1951)

Cite This Page — Counsel Stack

Bluebook (online)
1947 OK 50, 181 P.2d 240, 198 Okla. 684, 1947 Okla. LEXIS 530, Counsel Stack Legal Research, https://law.counselstack.com/opinion/montgomery-v-willbanks-okla-1947.