Smith v. Smith

19 N.W. 47, 60 Wis. 329, 1884 Wisc. LEXIS 123
Wisconsin Supreme Court·Decided April 8, 1884·Published·Cited by 9 cases

Opinion

Cole, O. J.

In the first place, it is well to refer to the rule of practice firmly established by this court, that it will not reverse the findings of the trial court upon questions of fact, unless it appears that such findings are against the weight of testimony. This rule must have its due influence in the decision of this cause, especially in view of the great conflict in the testimony. It cannot be denied that Mr. Holmes — the common grantor — was over ninety years of age when he executed the deed bearing date April 23, 1878. The defendant, in his sworn answer, alleges that when Mr. Holmes executed the deed to the plaintiff of August 20, 1878, he was “ old, infirm, of unsound mind and memory, and was overpersuaded by the importunities and promises of the plaintiff and of Harry Smith” to make that conveyance, having forgotten what he had done in regard to the title of the property prior thereto. But this was only four months after the conveyance under which the defendant claims the property, and there is nothing to show that there had been any change in Mr. Holmes’s physical or mental condition in the mean time. We could well understand, without such an averment or proof to support it, that Mr. Holmes must have felt, for a considerable period, the weakness of body and mind incident to great age; that his faculties might be so impaired that he could not readily comprehend the nature and effect of contracts, nor remember ordinary business matters which he had transacted, and that he would be [331] more easily influenced by another, and more likely be imposed upon, than one in the vigor of manhood. All this is so natural and probable that we would not require these facts to be established by that clear proof which is demanded to show mental incapacity in younger persons. Of course a less degree of proof also would satisfy us that a man over ninety years of age might easily have been influenced by one standing in a confidential relation to him as the defendant did.

These general remarks are made in view of some of the findings of fact, which it is claimed are not fully sustained by the evidence. Now, in respect to these findings, it is admitted that the plaintiff is the grandson and only heir of Mr. Holmes. The circuit court found that prior to the execution of the deed of August 20, 1878, and on or about the 23d of April, 1878, Mr. Holmes was induced by the defendant to make a conveyance of the property in question to him; that at the time of the execution of that deed Mr. Holmes did not, and could not, read it; that it was not read or explained to him; that he did not know or understand its import; that he executed it under a misapprehension of its contents, believing it to be in some way for the benefit of the plaintiff; that'there was no cdnsideration for the deed, and that it was obtained through.fraud or imposition practiced upon Mr. Holmes by the defendant. It seems to us that there is ample evidence to sustain this finding in every particular, except as to actual fraud practiced by the defendant in obtaining the deed. We would be unwilling to say, upon the proofs, that the defendant was guilty of a, premeditated fraud in procuring that conveyance, or that he used any active means to deceive Mr. Holmes in regard to it, though he might have exercised such a degree of influence to induce Mr. Holmes to make the conveyance as amounts in law to a species of fraud. It is certainly very [332] doubtful if Mr. Holmes did or could read that deed, or even understood its import, when he executed it. This point is left in so much doubt and uncertainty that we cannot say that the court below found erroneously upon it.

It is admitted that Mr. Holmes had previously conveyed the property to the defendant with some parol trust that a part, or all of it, should inure to the benefit of the plaintiff if he showed a disposition to take care of it. That deed Mr. Holmes seems to have kept under his control, and he destroyed it. This much appears from the defendant’s testimony. It is a probable inference that when Mr. Holmes executed the deed in April, 18Y8, he believed it would in some way benefit the plaintiff, as the court finds. Of course if he fully understood the nature of that conveyance, and was at the time in the possession of all his mental powers, he could have entertained no such idea. But it is plain from his conduct that he did not suppose he had absolutely parted with the property in executing that conveyance, otherwise he wrould not have made the deed of August 20, 1878. It therefore seems that one of two suppositions is true: Either Mr. Holmes executed the deed in April under some misapprehension as to its legal effect and import, or he was incapable of transacting the ordinary business of life at that time. For, about four months afterwards he executed another deed convejdng the same property to the plaintiff. If, through mental weakness and failure of memory, he had so soon forgotten the fact that he had absolutely parted with the title a short time before, a strong presumption arises that he did not fully comprehend business transactions in April, as it is not claimed there had been any change in his condition within four months. It is most emphatically a case, considering all the circumstances, where the burden was upon the defendant of proving the perfect fairness of that transaction and the capacity of Mr. Holmes. If the deed of [333] April is for any reason invalid, his title fails. If the deed of August is invalid the plaintiff takes the property as the only heir of Mr. Holmes.

Some importance is due the fact that the defendant had married the only daughter of Mr. Holmes, who had died long prior to 1878. The defendant held, therefore, that relation to Mr. Holmes where undue influence had a field to work upon in the condition and circumstances in which the latter was placed. It is a familiar doctrine that a court of equity scans with great jealousy a transaction where there are any grounds for holding that influence has been acquired and abused, or where confidence has been reposed and betrayed. Smith v. Kay, 7 H. L. Cas., 750, 759.

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Smith v. Smith, 19 N.W. 47, 60 Wis. 329, 1884 Wisc. LEXIS 123 (Wis. 1884).

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