Rooney v. Ford

256 P.2d 1090, 127 Mont. 92, 1953 Mont. LEXIS 36
CourtMontana Supreme Court
DecidedMarch 24, 1953
DocketNo. 9140
StatusPublished
Cited by2 cases

This text of 256 P.2d 1090 (Rooney v. Ford) is published on Counsel Stack Legal Research, covering Montana Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Rooney v. Ford, 256 P.2d 1090, 127 Mont. 92, 1953 Mont. LEXIS 36 (Mo. 1953).

Opinion

MB. JUSTICE FBEEBOUBN:

Plaintiffs and appellants brought action against defendants and respondents to quiet title to lot 13, and the west half of lot 12, in block 312, town or townsite of Great Falls, Cascade county, Montana.

From a judgment in favor of defendants, the plaintiffs appeal.

One, who reads the record here, gains the impression that H. H. Booney, well fixed pioneer citizen of Great Falls, Montana, about ninety-five years of age, and nearing the end of this earthly life, realized “that you can’t take it with you” when you die and proceeded to divest himself of all his real property by dividing it between three only sons: Asher, William and Edward.

When Asher’s wife, Myrtle, a persistent soul, who believed her cause was just, learned that William had been given three pieces of real property and Edward five pieces, and well knowing “the old man” as she called him, she made known to him her desire that he give Asher and herself some of his real property, corresponding in worth to that given William and Edward. Her desire was gratified and H. H. Booney, as grantor, signed, acknowledged and delivered to her a warranty deed to the real property at issue herein, in which she and Asher Booney, her husband, were grantees.

Then Asher and Myrtle, as plaintiffs, filed this action to quiet title to the said real property, basing their title to the [94]*94same upon the said warranty deed, subject to the dower right of H. H. Rooney’s widow, Charlotte.

Title to the property was sought to be quieted as against Lee M. Ford, administrator of the H. H. Rooney estate, and the two sons, William and Edward, and their wives.

The defendants by cross complaint, contended that the warranty deed was signed on December 28, 1948, when the grantor, H. H. Rooney, was “wholly incapable of transacting business, and wholly incompetent to sign, acknowledge and deliver to the plaintiff, Myrtle Rooney, * * * a deed of warranty conveying the real property described * *

Upon trial the district court held the warranty deed to be null and void and entered judgment for defendants.

Appellants’ specifications of error stem from the findings and conclusions of the trial judge: That evidence, admitted during the trial without objection thereto, amended the pleadings and established that a “relation of personal confidence” existed between plaintiff, Myrtle Rooney, and the deceased, H. H. Rooney, when the warranty deed was signed; and the “pleadings * * * were and are amended to allege the facts relating to and establishing such relation of personal confidence between said Myrtle Rooney and said H. H. Rooney.”

The trial court made no finding that H. H. Rooney, when he signed the warranty deed, on December 28, 1948, was incompetent, as alleged in defendants’ cross complaints.

The failure to make such finding indicates that the trial judge acce ;ted the testimony of: Two attending doctors, John and Robe s McGregor; hospital nurses; Sisters Theresa and Tarcisius, id other evidence, tending to show that H. H. Rooney knew wha he was doing when he signed the warranty deed, and rejected t idence to the contrary.

So that jhe question before this court is: Was the trial court warranted in finding and concluding from the evidence, that at the time the deed was signed, such a confidential relation existed between H. H. Rooney and Myrtle Rooney as to justify the trial court in setting such deed aside!

[95]*95Although a confidential relation may have existed in years gone by between H. H. Rooney and Myrtle Rooney, by reason of her attending to correspondence and business for him, it seems clear from the evidence that such confidential relation had ceased to exist some months before the signing of the deed.

The evidence indicates that the last time Myrtle Rooney attended to H. H. Rooney’s business was “during the war years” from 1942 to 1946. She handled his correspondence “from 1947 until a year and a half before he died.”

On December 4, 1948, confidential relations and friendly feelings had disappeared and were replaced by antagonism and animosity, as evidenced by the happenings on that date; when Myrtle visited the deceased to ask that he sign the warranty deed.

She “didn’t even get to say anything to him before he jumped right down my throat * * * he said I could sue him and be - and he said a lot of mean things. # * * I had never told him we were going to sue him. I told Ed Rooney that at our house * * * but I didn’t tell the old man that.”

The record shows, not that Myrtle Rooney maintained a confidential relationship with H. H. Rooney when the warranty deed was signed, but that such a relationship existed at that time, and had existed for some time prior thereto, between H. H. Rooney and Edward Rooney, his youngest son.

The testimony of Edward Rooney shows: That H. H. Rooney and his wife, Charlotte, lived with Edward Rooney and his wife, Mary, “during the past several years.” Edward and his wife “looked after the wants of” Edward’s “mother and father.” During the last year and a half before his father’s death, Edward looked after his father’s business. Edward had a right to sign checks in his father’s behalf. H. H. Rooney was “well acquainted with Mary * * * and trusted her.” Edward had been in practically day-to-day association with his father and had lived all his life in the same house with his father and mother; their “associations were * * * quite intimate and friendly all the way around, and satisfactory,” and “on the [96]*965th day of November, 1948, Edward had his father” sign a deed “to him, and at that time” his father “knew what he was doing.”

Edward “pretty well” looked after his father’s business and welfare. “ * * * I signed checks quite a ways, quite a ways back. I was allowed to sign checks first to the Internal Revenue, because he didn’t like that income business. ’ ’ Edward also did “the hard work” of looking after the upkeep of his father’s properties, “that was way back, but as far as handling money, that wasn’t until quite a bit later.” He did this “for several years prior to his [father’s] death.”

William Rooney of Seattle, Washington, a son of H. H. Rooney, testified: He, in June 1948, “came to take” Edward’s place, while Edward made a trip east, and in “taking his place,” he was “taking care of the folks and collecting the rent.” His father “wasn’t looking after his business interests after that time, * * * Ed was doing it for him * * * both in July and December” of 1948. Both his father and Edward signed the cheeks.

Myrtle Rooney testified: H. H. Rooney “had given Ed five and he gave Bill three” pieces of property. He “asked me to make the two deeds for the two properties he was going to give us * * * because Ed and Bill had both received their corresponding properties.”

Myrtle said she had the deed prepared at H. H. Rooney’s request, on April 15, 1948. “He told me to bring it out ‘tomorrow morning at eleven’ ” and “the next day,” April 16, 1948, she took the deed to him. At that time he did not sign the deed because “he said he had talked it over with the family and they had said to leave it like it was, everything was going along all right, and he says, ‘I won’t have any trouble, with my family at any cost,’ and that cost was over getting my deed signed. ’ ’

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Bluebook (online)
256 P.2d 1090, 127 Mont. 92, 1953 Mont. LEXIS 36, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rooney-v-ford-mont-1953.