Shaughnessy v. Shaughnessy

160 N.W. 769, 135 Minn. 262, 1916 Minn. LEXIS 548
CourtSupreme Court of Minnesota
DecidedDecember 29, 1916
DocketNos. 20,040—(189)
StatusPublished
Cited by10 cases

This text of 160 N.W. 769 (Shaughnessy v. Shaughnessy) is published on Counsel Stack Legal Research, covering Supreme Court of Minnesota primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Shaughnessy v. Shaughnessy, 160 N.W. 769, 135 Minn. 262, 1916 Minn. LEXIS 548 (Mich. 1916).

Opinion

Holt, J.

Both sides plead that on October 28, 1912, Mary Shaughnessy owned a 240-acre farm in Dakota county, this state. On that date, and nearly two years before her death when about 80 years old, she concluded to give it to her children. To accomplish her purpose she engaged an attorney to draw the deeds and directed him what land to include in each. The deeds were to be recorded by him after her death, unless she during her lifetime directed him to record them. The deeds' were drawn, and signed and acknowledged by her. The one deed conveyed 90 acres to the four plaintiffs, and the other conveyed the balance, or 150 acres, to the two defendants. It is estimated that by this division the equity above the encumbrances that each plaintiff would receive would be about $1,100, while that of each defendant would be over $5,000. This action was brought to set aside the deed to defendants, on the ground that the grantor was incompetent mentally to transact business at the time the deed was executed, and, secondly, that it was procured through undue influence brought to bear upon the grantor by the defendants and inducing her to act. The verdict of a jury upon both issues was in favor of plaintiffs. The court embodied the verdict in the findings and ordered judgment for plaintiffs. From the order denying defendants’ motion to [264]*264amend the findings of fact and conclusion of law and denying a new trial, this appeal is taken.

It is impossible to escape the conclusion, after reading the record, that the finding of the court and jury to the effect that Mary Shaughnessy did not have sufficient mental capacity to execute the deeds is not sustained by the evidence. There was some testimony to the effect that advancing old age made Mrs. Shaughnessy feeble physically and mentally during the last few years of her life. The deed, however, was executed nearly two years before she died. There is no suggestion that she then, or at any time subsequent, did not know what property she owned, or who her children were, their circumstances or their claim upon her bounty — taking the trial court’s view that the deeds were to be in the nature of a division of her possessions. A person afflicted with the infirmities of age is not precluded from transacting business or conveying property because the intellect is not as keen as it once was. That in an, old person there may be occasional lapses of memory as to recent events, or an easy wandering from subject to subject in ordinary, everyday conversations with friends and acquaintances, does not signify that, when a matter of business of importance is undertaken, the faculties will not readily respond so that it is done rationally according to the free choice of such person.

But upon the issue of undue influence the evidence is such that we cannot disturb the finding except for prejudicial error in its submission. The jury in determining whether undue influence was used were entitled to consider that Mary Shaughnessy’s mental faculties were not as keen as formerly, and therefore more susceptible to yield to undue influence. Naeseth v. Hommedal, 109 Minn. 153, 123 N. W. 287. The evidence shows that some 9 years before the transaction in question she made her will devising her property in equal shares to her children, except her daughter Bridget, who was to receive $300 more than the others, and $400, which was left to a grandson who had lived with her 5 or 6 years when he was small. She had stated to others that she intended the children to share equally in what she had. For the 5 or 6 years next prior to her death defendants had attended to all business connected with the, farm. During that time Mrs. Shaughnessy lived with her daughter Mrs. Davern,; but defendant Bridget also lived there, occupying a room with [265]*265her mother. Bridget had access to the papers of her mother. Until the deed transaction, Bridget paid for her mother, and as a rule from the income of this farm, $15 a month board to Mrs. Davern. A month or so after the signing of the deeds payments for board ceased, and no exr planation was made to Mrs. Davern. On October 38, 1913, Bridget took her mother to the home of the other defendant on the occasion of the christening of - his infant child. The next day at noon Bridget went to get her mother, but they stopped down town at the office of an attorney, with whom Bridget had previously made the appointment, to have the two deeds signed and acknowledged by her mother. The business done they repaired to Mrs. Davern’s home. The other defendant knew that business was to be transacted at the lawyer’s and within a few days Bridget informed him fully of the transaction, but not a word was said to Mrs. Davern or any of the other plaintiffs. They never knew anything about the deeds until about 4 months after the mother’s death. The deeds were not. recorded until after Mrs. Shaughnessy’s death. Bridget paid the taxes so they could be recorded, but she asked for no contribution from plaintiffs, nor did she inform them of the fact. Taking these and other circumstances disclosed by the record into consideration the jury could come to the conclusion that undue influence exerted by defendants caused the mother to attempt the unequal division by the deeds of October 38, 1913. Circumstantial evidence is in many cases the only proof available to establish undue influence. Graham v. Burch, 44 Minn. 33, 46 N. W. 148; Prescott v. Johnson, 91 Minn. 273, 97 N. W. 891.

We must now determine whether errors, relating to the trial of this issue occurred of such a character as to require a new trial. It appears that the case has been twice tried. At the first trial the court sitting without the aid of a jury decided in favor of plaintiffs. A new trial was granted and a jury was called in as herein stated. No rulings upon the admission or exclusion of evidence upon the issue of undue influence call for discussion. The errors, if any, relate to the charge. The charge as a whole is clear, fair and to the point, and is open to attack in two places only.

It is stated that the court was of the erroneous opinion that Mrs. Shaughnessy by these deeds attempted a testamentary disposition of her [266]*266property, and- so charged the jury. If this were so the deeds did not accomplish the object sought, for they were not executed with the formality required in wills. But we think appellant misapprehended the attitude of the court. In the charge the court said: “I think it also fairly appears from the evidence that the transaction here in question was an attempted distribution of her estate among those who were to have it after her death; in other words it was a final distribution of her estate.” One may distribute his estate while living, whether it be real or personal property, though reserving therein a life estate. Ekblaw v. Nelson, 124 Minn. 335, 144 N. W. 1094. If no question remained in this case of undue influence, or of the fact that the deeds were irrevocably delivered to a third person, by him to be delivered to the grantees upon the death of the grantor, no doubt the title would vest in the grantees in accord with the tenor of the deed. Dickson v. Miller, 124 Minn. 346, 145 N. W. 112.

The jury were instructed:

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Cite This Page — Counsel Stack

Bluebook (online)
160 N.W. 769, 135 Minn. 262, 1916 Minn. LEXIS 548, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shaughnessy-v-shaughnessy-minn-1916.