Schmidt v. Schmidt

424 N.W.2d 339, 228 Neb. 758, 1988 Neb. LEXIS 199
CourtNebraska Supreme Court
DecidedJune 10, 1988
Docket86-546
StatusPublished
Cited by8 cases

This text of 424 N.W.2d 339 (Schmidt v. Schmidt) 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
Schmidt v. Schmidt, 424 N.W.2d 339, 228 Neb. 758, 1988 Neb. LEXIS 199 (Neb. 1988).

Opinion

Gitnick, D.J.

This case commenced as a suit brought by the First National Bank and Trust Company of North Platte, Nebraska, as conservator of Ethel F. Schmidt, plaintiff in the trial court; and upon her death, her son, Albert K. Schmidt, as personal representative of her estate, was substituted as party plaintiff in place of the conservator, to recover for a series of personal checks totaling $35,700, allegedly advanced as loans to Mrs. Schmidt’s son, the appellant, Clifford J. Schmidt, defendant in the trial court. The jury found in favor of Clifford Schmidt and therefore concluded that the sums advanced by the decedent to her son were, in effect, gifts and not loans. The district court for McPherson County granted the motion of the plaintiff for a new trial on the ground that “the verdict [was] against the *760 greater weight of evidence.” Clifford Schmidt, as the defendant, appeals from this ruling, and Albert Schmidt, personal representative, as plaintiff, cross-appeals.

We find that the trial court did not err in granting a new trial and affirm that decision for the reason hereinafter stated.

In coming to this conclusion, we reiterate our previous holdings that a motion for new trial is addressed to the discretion of the trial court, and a new trial should only be granted for a legal cause and where it appears that a legal right has been invaded or denied. It may not be granted for arbitrary, vague, or fanciful reasons. A trial judge should not grant a new trial simply because he has reached a different conclusion than did the jury. Bentz v. Nebraska P.P. Dist., 211 Neb. 844, 320 N.W.2d 763 (1982); Kremlacek v. Sedlacek, 190 Neb. 460, 209 N.W.2d 149 (1973). Where a party has sustained the burden and expense of trial and has succeeded in securing a verdict of the jury on the facts in issue, he has the right to keep the benefit of that verdict unless there is prejudicial error in the proceeding in which it was secured. A verdict should not be set aside where the evidence is in conflict or where reasonable minds may reach different conclusions or inferences, as it is within the jury’s province to decide issues of fact. A verdict by a jury based upon conflicting evidence will not be set aside on appeal unless it is clearly wrong. Otto Farms v. First Nat. Bank of York, ante p. 287, 422 N.W.2d 331 (1988); Poppe v. Petersen, 221 Neb. 877, 381 N.W.2d 534 (1986).

A review of the evidence in this case shows conflicts in the testimony of various witnesses, which the jury resolved in the defendant’s favor.

The evidence was that Ethel Schmidt, mother of Clifford Schmidt, had written 14 checks totaling $35,700 to Clifford Schmidt from November 14,1977, through December 31,1982. Clifford Schmidt had assisted his mother in writing checks for her signature and paying bills and in attending to her financial affairs over the later years of her life. The testimony of Clifford Schmidt was that the various checks which he received from his mother had been given to him as “[a] gift or to help me out,” as he needed financial help from time to time, and that he intended to pay back the sums received if he could. There was no *761 evidence in the record that the decedent ever treated the checks as a loan. No notation appears on any of the checks that they were either a gift or a loan, except that in the check register, in the notations to check Nos. 108 and 117, pertaining to the 14 checks payable to Clifford Schmidt which are the basis for this action, Clifford Schmidt had written thereon, “loan.” He explained that he felt a sense of obligation to repay the amount of the checks if “I ever got to where I could” and apparently for this reason had noted the word “loan” thereon, but this had never been discussed with his mother. While one other check payable to the defendant, check No. 115, also bore the word “loan” in the check register entry pertaining to it, it is not among the checks sued on, as set forth in the amended petition and as detailed on a summary exhibit received in evidence. Other evidence concerning whether the checks sued upon were induced by the undue influence of the defendant over his mother was obviously resolved by the jury in the defendant’s favor when it returned its verdict.

The evidence clearly raised issues of fact, and the jury chose to believe the defendant’s version of the facts. There is sufficient evidence in the record to support the jury’s decision. However, another issue raised in the cross-appeal of the plaintiff requires us to affirm the trial court’s decision to grant a new trial and to discuss other issues raised in the plaintiff’s cross-appeal.

On the cross-appeal, the plaintiff assigns as error the failure of the trial court to give certain requested instructions, the sustaining of objections to evidence relating to other checks designated as gifts to other family members as being beyond the scope of direct examination of the defendant, and the overruling of objections of plaintiff’s counsel to the defendant’s testimony as to conversations with his mother on direct examination as the answers constituted hearsay testimony.

We turn first to the requested instructions of plaintiff’s counsel and the instructions of the court as given, as the plaintiff contends the trial court did not adequately explain the concept of undue influence, which was an issue in this case. We have carefully examined the instructions as given by the trial court on this issue. Essentially, these instructions have been *762 extracted from our decision in McDonald v. McDonald, 207 Neb. 217, 298 N.W.2d 136 (1980), and, when read as a whole, adequately and fairly present the matters covered in the requested instructions of plaintiff, and plaintiff’s contention in this regard is without merit. However, because this matter is being remanded for a new trial, and in order to avoid any further appeal, we point out that the instructions, as given, did not detail the elements necessary to establish a case of undue influence, although neither party’s counsel complained thereof. As we have previously said in another decision, the elements necessary to be established to warrant a finding of undue influence are (1) that the person who made the gift was subject to undue influence; (2) that there was opportunity to exercise undue influence; (3) that there was a disposition to exercise undue influence for an improper purpose; and (4) that the result was clearly the effect of such undue influence. See McDonald v. McDonald, supra.

We turn next to the plaintiff’s assignment of error that the trial court permitted the defendant to testify concerning conversations he had with his mother, which the plaintiff contends constituted inadmissible hearsay.

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Bluebook (online)
424 N.W.2d 339, 228 Neb. 758, 1988 Neb. LEXIS 199, Counsel Stack Legal Research, https://law.counselstack.com/opinion/schmidt-v-schmidt-neb-1988.