Schatz v. Wintersteen

1949 OK 101, 208 P.2d 1136, 201 Okla. 660, 1949 Okla. LEXIS 386
CourtSupreme Court of Oklahoma
DecidedMay 10, 1949
DocketNo. 33326
StatusPublished
Cited by12 cases

This text of 1949 OK 101 (Schatz v. Wintersteen) is published on Counsel Stack Legal Research, covering Supreme Court of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Schatz v. Wintersteen, 1949 OK 101, 208 P.2d 1136, 201 Okla. 660, 1949 Okla. LEXIS 386 (Okla. 1949).

Opinion

JOHNSON, J.

In this case plaintiff, Alice Schatz, seeks to set aside a quitclaim deed executed by Walter O. Carpenter to Lowell D. Carpenter conveying to him 140 acres of land situated in section 10, township 19, range 2 east, Payne county, Oklahoma.

Plaintiff is the daughter of Walter O. Carpenter and Lowell D. Carpenter is his son.

The deed was executed on the 6th day of December, 1933, and was placed of record on the 13th day of May, 1944.

Walter O. Carpenter, grantor in the deed, died on the 4th day of May, 1946, and Paul A. Wintersteen was appointed administrator of his estate. Suit was instituted by plaintiff on the 31st day of May, 1946, against the administrator of the estate, and Lowell D. Carpenter and Ada Carpenter, his wife, to set aside and cancel this deed and is predicated on mental incapacity of deceased, grantor, to execute the deed; that the deed was obtained through fraud and undue influence and nondelivery of the deed.

The trial court found the issues generally in favor of defendant, denied plaintiff any relief, and entered judgment in favor of Lowell D. Carpenter quieting title to the land in him. Plaintiff has appealed and challenges the judgment on the ground that it is not supported by the evidence and is contrary to law. Since Lowell D. Carpenter is the principal party defendant in this action, we shall hereinafter refer to him as defendant.

It is contended by plaintiff that the clear weight of the evidence shows that defendant obtained his deed from deceased through fraud and undue influence. In support of such issue she has offered evidence in substance as follows :

The land involved in the action constituted the original homestead entry of deceased. He thereafter erected a house on the farm where he lived until his death. Plaintiff and defendant, who were then small children, lived with him for a number of years. Both defendant and plaintiff thereafter married, and in the year 1933 deceased built an additional small house on the farm where plaintiff has since resided, and a few years thereafter he built another house on the farm where defendant now resides. Defendant continued to live and reside in the home with deceased until the new house was built. Deceased had constructed on the land a golf course which he and defendant operated. Deceased managed and controlled the business and defendant did the work necessary to keep the course in order. There was also some farming done oh' the land. Deceased directed the manner in which the land should be farmed, and defendant' did the work on the farm and received for his services one-half of the net profits derived both from the golf course and the farm.

On the 6th day of December, 1933, deceased executed a quitclaim deed conveying to plaintiff a small tract of land in the southeast corner of the farm which is referred to by the parties as the home-house-and lot, and on the same day executed a like deed conveying to defendant 140 acres of land. The deeds were held by deceased until the 13th day of May, 1944, at which time they were recorded. The deed of plaintiff after recording, together with several government bonds, maturity value of $2,000, a gift from deceased, was delivered to plaintiff by mail. The deed conveying the land to defendant, after having been recorded by deceased, was returned to deceased. The only evidence that the deed conveying the land to defendant was ever delivered to him was the recording thereof. (Did this constitute a delivery? This question we shall discuss later.) Plaintiff knew nothing of the execution of either of these deeds until she received her deed. She then discovered through the newspapers that deceased had also executed and recorded a deed to the 140 acres of land conveyed by him to defendant. Deceased was 72 years of [662]*662age at the time the deeds were executed and 83 years of age at the time they were recorded. Deceased’s health began to fail several years prior to the time the deeds were recorded, and in the year 1945 he sustained a severe stroke of paralysis which finally resulted in his death. There was no consideration for the deeds except love and affection.

The evidence is in conflict as to the value of the land involved. The weight of the evidence, however, shows the 140 acres to be of the value of $50,000. The evidence does not establish the-value of the house and lot deeded to plaintiff.

This, in substance, constitutes the evidence upon which plaintiff relies to sustain her allegation of fraud and undue influence. It is in effect conceded by counsel that the evidence would be insufficient to establish such fact had the transaction taken place between strangers. It is, however, contended that since it has been shown that the relation of father and son existed between the parties the above evidence is sufficient to raise a presumption of fraud and undue influence and to cast the burden on defendant to go forward with the proof and to show that the transaction was fair, free from fraud and undue influence; that he offered no evidence tending to meet this burden and the court should therefore have canceled and set aside the deed.

Plaintiff in support of the above contention relies upon the following authorities: Weitz v. Moulden, 109 Okla. 119, 234 P. 583; Parker v. Parker, 75 Okla. 234, 182 P. 697; Flowers v. Flowers, 94 Okla. 134, 221 P. 483; McDaniels v. Schroeder, 128 Okla. 91, 261 P. 224, and kindred cases. These cases hold that where the parties stand in the relationship of trust and confidence, and the party in whom the confidence is reposed obtains an apparent advantage over the other in a transáction between them, such transaction is presumed to be fraudulent and void and casts the burden upon the party who seeks to sustain the transaction to go . forward with the proof and show that he has taken no advantage of his influence and the transaction is fair and free from fraud.

The principle of law announced in the cited cases is well established but cannot be applied to the facts in this case. All of these cases show that a confidential relationship existed between the parties; that confidence was reposed in the party claiming the benefits of the transaction, and that such confidence was betrayed; that he in some manner suggested and advised the transaction to be made and used his influence in causing the same to be consummated or that there was such suspicious circumstances surrounding the transaction or the transaction was so unusual as to raise a presumption of fraud and undue influence. No such state of facts has been shown to exist in the instant case. There is no evidence that deceased placed trust or confidence in the defendant. There is no evidence to the effect that he consulted with or sought advice from the defendant in the management and conduct of his business, or that the defendant in any manner attempted to or did exert influence over him. There is no evidence tending to show that defendant in any manner suggested or advised the execution and recording of the deed or that he had any knowledge of the intention of deceased to execute the deeds until after they were executed. Nor is there shown any such suspicious circumstances connected with the transaction which would indicate that the will of deceased was merely the will of defendant. In short, there is nothing in the evidence which tends to show that the act of deceased in conveying his property was other than his free and voluntary act and deed, and that the deeds were executed for the purpose of dividing the land between his only children and heirs, and that the division was made in the exact manner in which he wished and intended it to be divided.

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Bluebook (online)
1949 OK 101, 208 P.2d 1136, 201 Okla. 660, 1949 Okla. LEXIS 386, Counsel Stack Legal Research, https://law.counselstack.com/opinion/schatz-v-wintersteen-okla-1949.