Northrip ex rel. Northrip v. Burge

164 S.W. 584, 255 Mo. 641, 1914 Mo. LEXIS 48
CourtSupreme Court of Missouri
DecidedMarch 3, 1914
StatusPublished
Cited by22 cases

This text of 164 S.W. 584 (Northrip ex rel. Northrip v. Burge) is published on Counsel Stack Legal Research, covering Supreme Court of Missouri primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Northrip ex rel. Northrip v. Burge, 164 S.W. 584, 255 Mo. 641, 1914 Mo. LEXIS 48 (Mo. 1914).

Opinion

OPINION.

I.

BOND, J.

Gift Mortis. (After stating the facts as above).— There are but two possible legal viewpoints from which to weigh the evidence in this case ; whether James Burge made a gift of the personalty sued for in his last" sickness and apprehending death; or, second, whether he executed a trust therein in favor of the plaintiff.

The law on the subject of donations -causa mortis has been given exhaustive research by Woodson. J., speaking for this division. [Foley v. Harrison, infra.] It is essential to such conditional gifts of personal property that they should be made in reasonable expectation of death and that the giver shall transfer the property by an actual or constructive delivery, subject to be defeated by revocation during his life, or by his recovery from his existing illness or by his survival of the donee. [Foley v. Harrison, 233 Mo. l .c. 518; Walter v. Ford, 74 Mo .l. c. 198; 20 Cyc. 1228-9-30-1, and cases cited; 3 Pomeroy’s Equity Jur. (3 Ed.), sec. 1146; 1 Story’s Equity Jur. (13 Ed.), sec. 607A; Seabright v. Seabright, 28 W. Va. 412.]

There is no evidence in this record showing a semblance of delivery, either actual or symbolical, to plaintiff or to any one for him, made by James Burge, in his last sickness or in his lifetime. We may, there-, fore, direct our attention wholly to the relevancy of the evidence and its probative force, as supporting the claim of plaintiff to an executed trust in his favor to the property in controversy.

[654]*654II.

Express rust. The law on the subject of the creation of express trusts in personal property is clear and definitely settled. There is nothing in the Statute of Frauds which prevents the creation of an express trust in personal property, without any writings, by fit£erms ailc[ action on the part of the settlor of the trust, and such trust, when completed, is an executed one, and will be enforced in equity, although voluntary. Neither is it requisite to the validity of such a trust that a third person should be designated as trustee. For the settlor may constitute himself as trustee of a completed verbal trust of personal property, and if no trustee is named, equity will not allow such a trust to fail for want of a trustee. But in order to create a valid verbal or parol trust in personal property three things are indispensable; first, the words of the settlor must express a declaration and grant by him of an estate or interest containing all the essential elements of a trust; second, there must be a definite subject-matter of a trust; third, there must be a definite object or beneficiary of the trust. These necessary conditions to the existence of a completed verbal trust of personal property, exclude from that category, all voluntary executory agreements for the creation of such a trust, as well as all unexecuted or imperfect gifts of personal property. [Lane v. Ewing, 31 Mo. l. c. 86; Harris Banking Co. v. Miller, 190 Mo. l. c. 670; Goodman v. Crowley, 161 Mo. l. c. 663; In re Estate of Soulard, 141 Mo. l. c. 664; Knapp v. Publishers George Knapp & Co., 127 Mo. l. c. 77; Bank v. McKenna, 168 Mo. App. 254; Watson v. Payne, 143 Mo. App. l. c. 726; Godard v. Conrad, 125 Mo. App. l. c. 175; Mize v. Bates Co. Nat. Bank, 60 Mo. App. l. c. 363.]

The question in this case is not, whether the preponderance of the competent evidence shows that the [655]*655alleged trust was executed, but is, whether that fact is established by evidence so clear, certain, complete and convincing, as to remove all reasonable doubt in our mind on the subject; for this is the rule when parol or verbal trusts are subjects of investigation. [Allen v. Withrow, 110 U. S. 119; Foley v. Harrison, 233 Mo. l. c. 584; Smith v. Smith, 201 Mo. l. c. 547; Reed v. Sperry, 193 Mo. l. c. 173; Curd v. Brown, 148 Mo. l. c. 92; Mead v. Robertson, 131 Mo. App. l. c. 196.]

There is no doubt from the evidence in the record that James Burge expressed affection for the plaintiff and preferred to have him rather than an older person sleep at his house in the beginning of his last illness. His sister-in-law, Mrs. Burge, was called in by the doctor who began to visit James Burge oh February 6, 1911. She insisted that her brother-in-law needed some one to sleep in the house (since he had declined to be moved to her house or the hospital), and she mentioned several names. His reply was, “He did not want anybody.” She then asked him if he would let the little boy sleep there, and he replied, “Yes, I believe I would.” She called at the boy’s home and spoke to his mother about it and on the 7th of February a bed was fixed up for him at the home of James Burge and he slept there at night until the old man died.

On the 14th of February a night nurse, Mrs. Lane, was procured, who stayed there at night until the 23rd day of February when she was discharged for alleged cause. Mrs. Burge was constantly at the home of her brother-in-law during his illness and often spent the night there, and was advised with by him before and during his sickness, and transmitted at his direction money to New York, and was directed by him, during the early part of his illness, to deposit a check which he gave her, in their joint names, and to summon his brother who lived in New York and other relatives. She was sixty-nine years of age and was his only con[656]*656nection who lived in Springfield. She seems to be a childless and charitable woman of excellent character. The brother and other relatives arrived in Springfield -about the 21st day of February, 1911.

Oh the 14th of February, at the request of Mrs. Burge, the deceased made a deed of a lot to the Methodist Church. On the 15th of February, at her suggestion, he made a warranty deed to the boy, then about twelve years of age, conveying the house and lot in which he lived, worth about five or six hundred dollars. Upon the suggestion of Mr. Davies, the real estate agent, that a trustee was necessary, and at the request of the grantor, Mrs. Burge was made trustee. The deed was read over and signed and the real estate agent who prepared it was told to have it recorded that day, February 15, 1911, which was done. It contained simply a grant of the property described and made no mention of anything else. The account of the making of this deed is thus given by the draftsman:

“Q. Tell the jury about what you know about the writing of that deed? A. Well, I don’t just recall the occasion of my being there and writing that deed, but I was in the room and Mrs. Burge was there and if I recollect properly the first expression, Mrs. Burge says: ‘James, if you want to do something for this boy, why not deed him this place?’ And he kind of hestitated a little. I don’t remember what he said. ‘Well-,’ he says, ‘I don’t want to be out of a home,’ And she says, ‘You know this isn’t worth probating/ And she says: ‘You ought to do something for him/ or something to that effect, and she says: ‘Why not give him this?’ Now I won’t say positive this was an expression from him, but one time I heard this. He says: ‘I want to give him some little something.’ Anyhow, that expression came in during some of these conversations and I think it was at this time. She was asking him to make a deed to a woman who had been doing his washing. It was an invaluable piece [657]

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164 S.W. 584, 255 Mo. 641, 1914 Mo. LEXIS 48, Counsel Stack Legal Research, https://law.counselstack.com/opinion/northrip-ex-rel-northrip-v-burge-mo-1914.