Newsome v. Allen

151 P. 111, 86 Wash. 678, 1915 Wash. LEXIS 1054
CourtWashington Supreme Court
DecidedAugust 16, 1915
DocketNo. 12661
StatusPublished
Cited by11 cases

This text of 151 P. 111 (Newsome v. Allen) 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
Newsome v. Allen, 151 P. 111, 86 Wash. 678, 1915 Wash. LEXIS 1054 (Wash. 1915).

Opinion

Holcomb, J.

Appellant is the widower of Anna J. New-some, who died at Tacoma, Washington, July 14, 1913, and [679]*679is the administrator of her estate, and commenced this action as such to recover from respondents specific personal property as follows, to wit:

(a) Manager’s check No. 8297, The Bank of California, N. A., Tacoma, payable to order of Anna J. Newsome, for $60, dated Tacoma, Wash., February 6th, 1913;
(b) B,eal estate coupon mortgage note, J. W. Clark and wife, Jenette Clark, to Anna J. Newsome, dated Tacoma, Wash., February 2d, 1911, due February 2d, 1914, for $1,500, payable to the Bank of California, N. A., Tacoma, with interest at eight per cent, payable semi-annually, with coupons due August 2d, 1913, February 2d, 1914, attached;
(c) Certificate of deposit, No. 51879, The Bank of California, N. A., Tacoma, dated Tacoma, Wash., September 8th, 1910, for $4,140, payable to Mrs. A. J. Weber, or order;
(d) .Certificate of deposit, No. 54425, The Bank of California, N. A., Tacoma, dated Tacoma, Washington, June 4th, 1912, for $690, payable to Mrs. A. J. Weber, or order;
(e) Check of city of Tacoma, Treasurer’s office, No. 3827, dated Tacoma, Washington, November 21st, 1911, for $1,000, payable to order of A. J. Newsome, and drawn on Fidelity Trust Company, Tacoma;

which property he alleges was the community property of himself and decedent, and was wrongfully taken from the estate by respondent, Kate Allen, who claimed to act in behalf of herself and sisters.

Respondents admit that they took the described property, but assert that it was the separate property of decedent, who was their sister, and that she gave the same to them in apprehension of death and during her last illness, and that they hold title thereto under a valid gift causa mortis.

The two questions of fact under the pleadings, and which were submitted to the jury, were: (1) The separate or community character of the property; and (2) whether or not a Valid gift thereof had been made by the decedent to respondents.

[680]*680The jury found: (1) That the checks for $60 and $1,000 and the note for $1,500 were the community.property of appellant and decedent, and the certificates for $4,140 and .$690 the separate property of decedent; and (2) that neither •the property so found to be separate nor the property found by them to be community was given to the respondents. The court, proceeding upon the theory that the case was one in equity and the verdicts of. the jury merely advisory, disregarded such verdicts and made its findings of fact, wherein it adopted the verdict of the jury as to the separate and community character of the property, but set aside the verdict •of the jury that neither the securities found to be .community property nor the securities found to be separate property were given to the respondents. The appellant ■moved that.the court set aside that portion of the verdict finding the certificates ■ of deposit for $4,140 and $690 were the separate property of the decedent, which motion was denied. It then entered its final judgment; adjudging respondents to be the sole owners of a one-half interest in the checks •for $60 and $1,000, and the note for' $1,500, and all the certificates of $4,140 and $690. It is from this portion of the final judgment that this appeal is taken.

Appellant and decedent were married September 22, 1902. Prior thereto, decedent was the widow of John Weber, who died in December, 1892, leaving her his estate, together with $2,000 life insurance. The decree of distribution, of which .decedent was executrix, orders the distribution to her of $5,265. It does not appear whether or not the $2,000 in- . sur anee money was included in this sum. At the time of his death', Weber owned the furniture in, and conducted, the Lafayette Hotel at Tacoma, Washington, which decedent continued to conduct for eleven months after his death and then sold for $800.

There is some contention by appellant that the action is a law action, and that the .findings of the jury are conclusive as to all proper issues of fact, even though special in form. [681]*681The parties have reversed their positions. Appellant objected to a jury below because the case was of equitable nature, while the respondents insisted upon a jury and declared it to be a law action. In its origin and nature, it was essentially a law action to recover specific personal property. Rem. & Bal. Code, § 314 (P. C. 81 § 205). The answers did not set up any equitable defenses or change the character of the case. But the appellant demanded' the consideration of the issues as of equitable cognizance, which was granted by the trial court and acquiesced in by the respondents. The parties cannot now, therefore, be heard to the contrary, whereby either might derive an advantage over the other. So far as the parties are concerned, the case stands as one of equitable jurisdiction.

The probable origin of the property, the course of dealing therewith by both appellant and decedent, and the declarations concerning the same by, and estoppels of record against, appellant undoubtedly justify the finding of the jury that the certificates for $4,140 and $690 were the separate property of decedent, who would therefore have the sole right of disposition thereof by gift or bequest. As to her right to dispose of her interest in the community personalty in controversy by gift, we express no opinion.

Having the legal right and power of disposition of the certificates for $4,140 and $690, did the decedent mate a valid gift causa mortis? The question is determined by the intention and the character of the tradition or delivery of the property. The circumstance of possession by the donee is not sufficient to establish either delivery or intention to give.

In Jackson v. Lamar, 67 Wash. 385, 121 Pac. 857, these observations were made:

“What constitutes a gift . . . within the legal definition ... is essentially a matter of evidence and not of law; and each particular case must depend upon its own circumstances, and must be such as to authorize the belief that a gift was intended. Thornton, Gifts, § 217.
[682]*682“Anciently, gifts were viewed with suspicion by the courts, as being fruitful sources of fraud, perjury, and litigation. They were disfavored by the law, and almost conclusive evidence was required to sustain them. Such strictness does not now obtain. The law favors every man’s right to dispose of his property as and when he will, and when the intent and the act are clearly established by competent evidence, favors the disposition by gift as well as though he had undertaken to dispose of his belongings by the stricter formality of a written disposition.
“But the courts have never departed from their vigilance in holding that something more is required to constitute a gift, either inter vivos, or causa mortis, than the expression of an intent or purpose to give. Evidence of such intent is admissible to prove the act, but it does not constitute the act, and delivery either actual or constructive, is as essential today as it ever was.

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

Related

McCarton v. Estate of Watson
693 P.2d 192 (Court of Appeals of Washington, 1984)
State v. Swanson
374 P.2d 365 (Washington Supreme Court, 1962)
In Re McDonald's Estate
374 P.2d 365 (Washington Supreme Court, 1962)
In Re Brown's Estate
206 P.2d 816 (Montana Supreme Court, 1949)
State v. Pelletier
206 P.2d 816 (Montana Supreme Court, 1949)
Vogleson v. Cottin
31 Wash. 2d 823 (Washington Supreme Court, 1948)
In Re Gallinger's Estate
199 P.2d 575 (Washington Supreme Court, 1948)
Johnston v. Delay
158 P.2d 547 (Nevada Supreme Court, 1945)
Tucker v. Brown
92 P.2d 221 (Washington Supreme Court, 1939)
In Re the Estate of Hildebrand
248 P. 390 (Washington Supreme Court, 1926)
McIntyre v. Marshall
129 Wash. 544 (Washington Supreme Court, 1924)

Cite This Page — Counsel Stack

Bluebook (online)
151 P. 111, 86 Wash. 678, 1915 Wash. LEXIS 1054, Counsel Stack Legal Research, https://law.counselstack.com/opinion/newsome-v-allen-wash-1915.