Schmalz v. Maxwell

354 N.W.2d 549
CourtCourt of Appeals of Minnesota
DecidedSeptember 11, 1984
DocketC5-83-1806, C7-83-1855
StatusPublished
Cited by3 cases

This text of 354 N.W.2d 549 (Schmalz v. Maxwell) is published on Counsel Stack Legal Research, covering Court of Appeals of Minnesota primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Schmalz v. Maxwell, 354 N.W.2d 549 (Mich. Ct. App. 1984).

Opinions

OPINION

SEDGWICK, Judge.

This is an appeal from a $50,000 judgment entered in favor of plaintiffs in a replevin action. Post-trial motions for judgment notwithstanding the verdict or a new trial were denied. Defendants contend the judge’s findings are not consistent with the evidence at trial, and newly discovered evidence contradicts sworn testimony upon which the trial judge based his findings. We affirm.

FACTS

Dr. Jeanette Opsahl Vickery was appellant Vera Maxwell’s sister, and appellant Betty Allen is Maxwell’s daughter. Appellant Marjorie Ironside Barnes was a close friend of Vickery since their college days in the 1940s. Robert Schmalz is the executor of Vickery’s estate.

The relationship between appellants, Maxwell and Allen, and Vickery was not close. Maxwell and her children showed little interest in Vickery until about a year before she died when they learned she had terminal cancer. Six months before she died, Vickery executed a will leaving all of her personal property to Barnes. Maxwell was named one of the residuary beneficiaries. As early as 1961 Barnes and her husband were named as beneficiaries in Vick-ery's will, to the exclusion of appellants Maxwell and Allen.

A couple of months before Vickery died, Barnes made several trips from her California home to Connecticut to visit Vickery where she was hospitalized. Appellants Maxwell & Allen, Minnesota residents, also made several trips to Connecticut during this time.

Vickery telephoned Schmalz from her hospital bed and requested he bring her will to her. He did.

[551]*551Maxwell produced a “Bill of Sale” on Vickery’s letterhead above Vickery’s signature purporting to sell all her personal property to Maxwell for $1.00. This was dated eight months before Vickery died and two months before she executed a final will leaving her personal property to Barnes. The trial court found this document to be a fraud, passing no title in Vickery’s property to Maxwell.

Maxwell produced a photocopy of her sister’s will with Barnes’ name crossed out and her own name written in its place. The alteration was not witnessed. The trial court found that because it was a forgery, Maxwell obtained no title to Vickery’s personal property through the will.

Shortly before Vickery died, Maxwell contacted Schmalz and asked that a conservator be appointed for Vickery because she claimed Vickery was no longer competent. Schmalz refused.

The day after Vickery died, Schmalz received a phone call from someone at Vick-ery’s Boston bank. This person said that Maxwell had presented a power of attorney purportedly signed by Vickery and notarized by Betty Allen, Maxwell’s daughter. Schmalz advised the bank not to honor the power of attorney because it was not notarized by a Massachusetts notary. Schmalz did not know that Vickery died the previous day or he would have advised that the power of attorney was of no legal effect. He learned of her death a week later.

A neighbor who testified as to the value of Vickery’s property, testified that within a week after Vickery’s death she watched Maxwell and her children, Betty Allan and Robert Maxwell, load everything of any value in Vickery’s house into a trailer truck and take it away.

Vickery’s Steinway piano was sold by Maxwell and her daughter to a dealer for less than its true value. Maxwell received a check for $1,850 and Betty Allen received an organ worth $1,450. Barnes testified the Steinway was worth $4,500.

In pretrial testimony defendants and Robert Maxwell were untruthful about the piano transaction. After the personal property was taken, Robert Maxwell called Schmalz and advised him that he had the original will and would deliver it to a Minnesota attorney. The evidence did not disclose how Robert obtained the original. He did not appear for trial.

From his absence the trial court concluded that Robert was an unwilling accomplice to the conversion of the Vickery property and his testimony likely would not have been favorable to defendants.

The testimony of both defendants was evasive and unresponsive. Their credibility was impeached by prior inconsistent statements and documents.

Schmalz tried unsuccessfully to get an inventory of the personal property appropriated by Maxwell and her children. Barnes and a disinterested witness testified that the reasonable market value of Vick-ery’s personal property at the time of her death was about $50,000.

The court entered judgment for this amount. Defendants appeal.

ISSUES

1. Was appellant Allen deprived of a fair trial as a result of a personality clash between the presiding judge and appellant Maxwell?

2. Was the setting of the damages based on speculation and conjecture?

3. Were the findings properly supported by a handwriting analysis performed by the presiding judge without notice to defendant Betty Allen and without the issue of forgery having been presented?

ANALYSIS

1. After repeatedly warning defendant Vera Maxwell to confine her answers to the questions, the trial judge threatened to direct a verdict against defendants if she didn’t give responsive answers. Defendant Allen characterized these threats and stern warnings as a personality clash between the judge and Mrs. Maxwell which denied her a fair trial.

[552]*552We do not agree. The trial judge was attempting to enforce the rules of evidence which is his duty as a judge. Only after several stern warnings from the judge, did Mrs. Maxwell finally answer the questions put to her. The record as a whole indicates the trial was fair.

2. Defendants next assert that the damages awarded were based on speculation and conjecture, and the result of passion and prejudice of the trial judge.

When a person has wrongfully obtained possession of another’s property and sold it, the real owner may bring an action for the value of the property. Generally, the proper measure of damages will be the fair, reasonable market value of the goods at the time of the taking, plus interest. Mineral Resources Inc. v. Mahnomen Constr. Co., 289 Minn. 412, 184 N.W.2d 780 (1971).

If defendant refuses to allow the goods in question to be examined, thus depriving plaintiff of the opportunity to determine their value, then it has long been held that defendant may be held liable for the value of the best quality of such goods. Beckman v. Raines, 210 Mo.App. 253, 243 S.W. 192, 193 (1922); Bethel v. Linn, 63 Mich. 464, 30 N.W. 84 (1886); Bailey v. Shaw, 24 N.H. 297 (1851).

In proving damages all that is required is that credible evidence is sufficient to enable the .court to make a fair and reasonable estimate. When an item has no market value, its cost may be the only evidence of its value, and may therefore be considered its value. Duka v. Hotel Assoc., Inc., 23 Conn.Sup. 500, 185 A.2d 86 (1962).

Defendants offered no evidence as to the amount, condition, or value of the personal property. Plaintiffs, on the other hand, presented testimony by a disinterested person who was familiar with the items that were taken and because of her own antique business, had knowledge of their value.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Sigurdson v. Isanti County
408 N.W.2d 654 (Court of Appeals of Minnesota, 1987)
Schmalz v. Maxwell
354 N.W.2d 549 (Court of Appeals of Minnesota, 1984)

Cite This Page — Counsel Stack

Bluebook (online)
354 N.W.2d 549, Counsel Stack Legal Research, https://law.counselstack.com/opinion/schmalz-v-maxwell-minnctapp-1984.