Pepper v. Truitt

70 F. Supp. 946, 1947 U.S. Dist. LEXIS 2881
CourtDistrict Court, W.D. Oklahoma
DecidedMarch 31, 1947
DocketCiv. No. 2348
StatusPublished

This text of 70 F. Supp. 946 (Pepper v. Truitt) is published on Counsel Stack Legal Research, covering District Court, W.D. Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Pepper v. Truitt, 70 F. Supp. 946, 1947 U.S. Dist. LEXIS 2881 (W.D. Okla. 1947).

Opinion

VAUGHT, District Judge.

On June 14, 1945, the plaintiffs filed this action seeking to set aside a conveyance of real estate by warranty deed executed by William D. Henderson, a single man, on June 30, 1938, by the terms of which he conveyed to Lela Truitt certain real estate in Texas County, Oklahoma. The deed was duly recorded in Texas County, Oklahoma, on that date. The complaint alleges that two of the plaintiffs are beneficiaries under a codicil of the will of William D. Henderson dated October 25, 1940, and by virtue thereof are entitled to recover said real estate. They attack the deed on the ground that it was procured upon the consideration that Lela Truitt and W. J. Truitt were to care for William D. Plenderson during his lifetime, and that such consideration failed. The defendants, W. J. Truitt and Lela Truitt, deny that there was any [947]*947such consideration, and claim the conveyance of the real estate was a gift to Lela Truitt, fully executed. A motion to dismiss the complaint was sustained by this court on January 31, 1946. The plaintiffs appealed and the cause was reversed and remanded. Pepper et al. v. Truitt et al., 10 Cir., 158 F.2d 246. The cause comes on now for trial in accordance with the views expressed in that opinion.

On account of the character of the case, the court has deemed it advisable to permit the parties considerable latitude in the submission of evidence. This is one of those situations that frequently develop in human relations, where a man accumulates considerable property in life and has no close relatives at the time of his decease.

William David Henderson was born February 15, 1860 and his brother, Robert Perry Henderson, was born December 29, 1861. In March, 1900 these two brothers were engaged in the mercantile business as partners at Carthage, Texas. On March 31, 1900 Perry Henderson and the defendant Lela Truitt were married at Carthage, Texas, and William D. Henderson, who never married, made his home with them. They continued to live at Carthage until some time in 1909 when they removed to Texas County, Oklahoma; the two brothers opening a store northwest of Guymon, Oklahoma. William D. Henderson continued to live with them until the 'death of his brother Perry on December 25, 1915. After the death of Perry Henderson, his widow Lela succeeded to his interest in the partnership. For a period of 10 months, during which time the home was maintained as before, William D. Henderson lived in that home. Some time in 1916 Lela and William D. Henderson traded their mercantile business for the real estate involved in this action. It consisted of three quarters of a section of land and the title was taken in the names of Lela Henderson and William D. Henderson, an undivided one half interest in each. Lela Henderson being then in poor health went back to Carthage, Texas, and stayed for about a year. William D. Henderson went to Guymon, Oklahoma. Some time in 1917 Lela Henderson came back to Texas County, Oklahoma, and went to live upon the land in question. William D. Henderson then established his home there also, which was thus maintained until Lela Henderson, on March 31, 1923, married W. L. Truitt who lived on an adjoining farm. At this time Henderson left and was away about a year. He then returned to make his home with the Truitts until Mrs. Truitt became ill, when he went to Guymon and lived with a family named Allen for some years, but returned to the Truitt home at intervals. In 1927 he had an operation and while convalescing stayed in the Truitt home where he was cared for by Mrs. Truitt. In January, 1937 he again went to live with the Truitts, residing there continuously until June 12, 1940. During the time Henderson lived with the Truitts he paid board at approximately $35 per month. On February 2, 1937, Henderson made a will bequeathing his property to W. J. Truitt and Lela Truitt, share and share alike, and naming W. J. Truitt executor to act without bond. On June 30, 1938, Henderson made, executed and delivered a warranty deed to his undivided one half interest of the real estate involved here to Lela Truitt. Since that time Lela Truitt has been in possession of the land, has paid the taxes on it, and has taken the proceeds of the land.

The feeling between Mrs. Truitt and William D. Henderson was akin to that of brother and sister. Joe M. Dean testified that he and Henderson had been close friends for many years; that he had known Henderson since 1910; and that some time in either 1936 or 1937 Henderson told him of his feeling for Mrs. Truitt. In answer to the question: “Did he ever discuss with you about how he felt toward Mrs. Lela Truitt ?”, he answered: “* * * he told me, Miss Lela has been a true friend to me, when my brother was alive and since she married Truitt; that she had done more for him than his folks had ever done. * * * He said he didn’t know how he would ever repay her but might do it at some later time.”

The evidence discloses that Henderson was in good health mentally and physically for a man of his years until the early part of 1939 when his health and memory began to fail. In May, 1940 both Mr. and [948]*948Mrs. Truitt, who were in their 70th year, became ill; Mr. Truitt was stricken with Parkinson’s disease; Mrs. Truitt began to fail and was seriously troubled with an intestinal condition. Henderson had reached the age of 80 and they were all concerned about each other’s condition. Henderson had no close relatives living except a first cousin in Alabama, who had a son, Dewey 23. Pepper, and a daughter, Essie Ree Saxon, plaintiffs here. At the request of Henderson, Mrs, Truitt wrote similar letters, dated May 23, 1940, to Mr. Pepper and Mrs. Saxon, stating the conditions and asking one of them to come and take Henderson to their home in Alabama to care for him. She informed them that he was able to take care of himself physically but his memory was bad, and that he had ample money to pay for his care. Both of these letters were promptly answered. Mrs. Saxon suggested that Mr. Henderson send her and her husband a round-trip ticket to come for him as they were not at that time able to finance the trip. Mr. Pepper said he would be glad to make a home for Mr. Henderson, but if he came for him he would be compelled to lose some time and he did not feel he could’ do so without pay. Ill the meantime Mr. and Mrs. Truitt had gone to the hospital. Mr. Henderson, in response to the letters, had $24.00 mailed to Mr. Pepper or Mrs. Saxon but when Mrs. Truitt returned from the hospital, he could not remember the amount he had sent.

On June 10, 1940, Dewey B. Pepper, his 12 year old son, and Mrs. Saxon arrived at the Truitt home at Guymon, Oklahoma. Henderson at that time had money and investments in personal property of approximately eight or nine thousand dollars. Mr. Truitt gave a list of those assets to Mr. Pepper and Mrs. Saxon. Pepper and Mrs. Saxon stayed at the Truitt home two nights and one day. While in Guymon, Pepper made extensive inquiry from other sources than the Truitts as to what property Henderson had. He had the county assessor run the records to ascertain whether Mr. Henderson owned any real estate in the county of record, and found none. On the morning of June 12, 1940, Mr. Henderson settled with Mr. Truitt his board to date, paying for the 12 days of June. Pepper then went with Henderson to the First National Bank of Guymon where Henderson drew out all his funds on deposit amounting to $242.35. Pepper and Mrs. Saxon then left Guymon with Henderson on that same day. They drove to Amarillo, Texas, where Henderson sold some stock and the money followed to Alabama in a few days.

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Bluebook (online)
70 F. Supp. 946, 1947 U.S. Dist. LEXIS 2881, Counsel Stack Legal Research, https://law.counselstack.com/opinion/pepper-v-truitt-okwd-1947.