Phillips v. Vandemoer

40 N.W.2d 645, 152 Neb. 145, 1950 Neb. LEXIS 62
CourtNebraska Supreme Court
DecidedJanuary 6, 1950
Docket32701
StatusPublished
Cited by1 cases

This text of 40 N.W.2d 645 (Phillips v. Vandemoer) is published on Counsel Stack Legal Research, covering Nebraska Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Phillips v. Vandemoer, 40 N.W.2d 645, 152 Neb. 145, 1950 Neb. LEXIS 62 (Neb. 1950).

Opinion

Messmore, J.

This is an action in equity brought by Clifford E. Phillips in the district court for Johnson County to quiet title in him to the north half of Lots 6 and 7 in Block 31, original town of Tecumseh, Johnson County, Nebraska; to release a lien for old age assistance filed and indexed against the north half of Lots 6 and 7, as heretofore described, for payments made as old age assistance to his mother, Joanna Phillips, evidenced by a certificate of award appearing in the record; and to dismiss Johnson County’s cross-petition to foreclose such lien against the property. The lien was filed and indexed pursuant to the provisions of section 68-215.01, R. S. Supp., 1947, which became effective on September 7, 1947. Upon hearing before the trial court, the court quieted title to the above-described real estate in the plaintiff, and released the lien filed and indexed against the real estate for payments of old age assistance made to Joanna Phillips from and after the law creating such lien became effective. The trial court also made a finding that Joanna Phillips did not hold the fee simple title to the above-described real estate, but was vested with a life estate therein which terminated with her death on September 9, 1948, and, in addition, dismissed the cross-petition of the defendant Johnson County for the foreclosure of the lien. Decree was entered accordingly. Upon the overruling of defendants’ motion for new trial, the defendants appeal to this court.

The facts are not in great dispute. The record discloses that in 1927 Joanna Phillips obtained a divorce, and in the property settlement became the owner, by warranty deed, of Lots 6 and 7, Block 31, original town of Tecumseh, Johnson County, Nebraska. The deed was dated October 9, 1929, and filed of record May 5, 1930. On *147 October 9, 1929, Joanna Phillips mortgaged the aforedescribed real estate for $1,400. This mortgage was released June 22, .1937. The record also shows a mortgage dated March 24, 1939, which was released October 24,1942. On March 23,1938, this real estate was included in a paving district and special assessments levied against each lot in the amount of $108.24. On April 19, 1938, a special assessment for a sanitary sewer district was levied against Lot 6 of the described real estate in the sum of $81.23.

The plaintiff testified that he was bom in Tecumseh in 1900, and was the son of Joanna Phillips. He secured employment with the United States government as a rural mail carrier in South Dakota, and was retired on October 1, 1937, on a pension amounting to $62 a month for physical disability. Upon his retirement he returned to Tecumseh and found that his mother was not well, was without finances, and that the real estate was in a run-down condition. He expected to repair the property and sell it so that he, his family, and his mother could go to New Mexico or Arizona for their health. He had saved $5,000. This amount he expended in remodeling what is referred to as the “mill” on Lot 7, into a home-grocery store and a five-room apartment. He detailed the repairs made. He also had the home of his mother, which was situated on Lot 6, placed in adequate repair and modernized to some considerable extent. He detailed the repairs and the fixtures which he furnished. In addition thereto, he paid the taxes from 1937, and the special assessments for paving and sewerage. By the expenditure of this money for the purposes heretofore stated, he and his mother had an understanding to the effect that she would deed the property to him. On May 17, 1945, two deeds were made by Joanna Phillips, one recorded August 28, 1945, which conveyed to the plaintiff the south half of Lots 6 and 7, reciting a consideration of one dollar and other valuable consideration. The other deed was to the north half of Lots 6 and 7, with the same consideration *148 recited, and reserving a life estate therein to Joanna Phillips. This deed was recorded July 16, 1948.

During the period from 1928 until her death September 9, 1948, Joanna Phillips occupied the north half of Lot 6 as heretofore described, as her home, with the exception of 20 weeks preceding her death when she was hospitalized and cared for by her son.

When the deeds were made and executed, Joanna Phillips gave them to her son, the plaintiff, and told him: “ ‘These are your’s, put them away.’ ” The plaintiff took the deeds and put them into a tin box which he kept at his home. The box contained his papers and some insurance papers of his mother. The box was left unlocked, and both he and his mother had access to it.

On July 5, 1945, Joanna Phillips called on Robert. Jewell, the director of the Johnson County assistance committee, and inquired about old age assistance. On July 23, 1945, she made application for old age assistance with the Johnson County assistance committee. The application so made by Joanna Phillips was denied September 4,1945, for the reason that the committee decided that she had conveyed her real estate to make herself eligible for old age assistance. She appealed the decision of the Johnson County assistance committee to the Board of Control. Hearing was had on the appeal October 3, 1945. The decision of the Board of Control reversed the decision of the Johnson County assistance committee, and awarded Joanna Phillips $25.52 a month for old age assistance, and a certificate of award was issued to her to that effect.

On the appeal to the Board of Control Joanna Phillips, stated the grounds for her appeal to be that the true status of her property was different than that shown on the county records; that she did not dispose of her property in order to become eligible for assistance; and that in an agreement between herself and her son, the property had not been hers for several years.

At the hearing before the Board of Control, Robert *149 Jewell, the director of the Johnson County assistance committee, testified that he had a conversation with Joanna Phillips wherein she told him about her property, and upon investigation the records of the county clerk, who is also the ex officio register of deeds in accordance with section 23-1502, R. S. 1943, disclosed that she held title to Lots 6 and 7, Block 31, Tecumseh. He further testified that she and her son lived on these lots; that the appraised valuation of the property where the son lived was $2,000, and where Mrs. Phillips lived was $1,400; and that a great deal of improvement had been placed on the property by the plaintiff. He was shown a deed that had been drawn on May 17, 1945, in which Joanna Phillips deeded to her son the south half of Lots 6 and 7, Block 31, and also a deed which Joanna Phillips showed him, to her son, to the north half of Lots 6 and 7,' Block 31.

Joanna Phillips testified at the hearing that she was unable to pay the mortgage on the lots and that when her son returned from South Dakota she told him to take over the property. She felt that he should have it, so she deeded it to him.

The plaintiff testified at the hearing that the lots had been put up for sale, but they were unable to sell them, and when an opportunity came to sell them in the summer of 1945, his mother made the deeds so that the sale could be consummated, but the sale failed.

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Bluebook (online)
40 N.W.2d 645, 152 Neb. 145, 1950 Neb. LEXIS 62, Counsel Stack Legal Research, https://law.counselstack.com/opinion/phillips-v-vandemoer-neb-1950.