Stanley v. Hayes

165 So. 2d 84, 276 Ala. 532, 1964 Ala. LEXIS 396
Supreme Court of Alabama·Decided May 28, 1964·No. 1 Div. 110·Published·Cited by 20 cases

Opinion

*535 PER CURIAM.

Plaintiff, Betty Jean Stanley, appeals from a judgment for the defendant following a verdict directed by the trial court in favor of defendant.

The complaint as amended alleges that plaintiff “ * * * was a guest passenger in a vehicle owned and operated by Defendant’s intestate and which said vehicle was being driven at said time * * * on a public highway in Alabama, * * * the Defendant’s intestate did wantonly injure the Plaintiff by driving her said automobile at a wantonly excessive rate of speed and wantonly causing, allowing or permitting the said vehicle to turn over on said road several times, and as a direct and proximate cause of said willfulness and wantonness the Plaintiff was willfully and wantonly injured in this: (injuries are here catalogued).”

The plaintiff undertook to prove her allegation that defendant’s intestate was driving the vehicle at the time by questions to plaintiff as follows: “Have you ever driven this automobile that was involved in the accident?” and, “Who was in the automobile with you ?”

The trial court sustained objections to these questions presumably on the ground that the plaintiff was disqualified to answer because of § 433, Title 7, Code 1940, often referred to as the “dead man’s statute,” which reads as follows:

“In civil suits and proceedings, there must be no exclusion of any witness because he is a party, or interested in the issue tried, except that no person having a pecuniary interest in the result of the suit or proceeding shall be allowed to testify against the party to whom his interest is opposed, as to any transaction with, or statement by, the deceased person whose estate is interested in the result of the suit or proceeding, or when such deceased person, at the time of such transaction or statement, acted in any representative or fiduciary relation whatsoever to the party against whom such testimony is sought to be introduced, unless called to testify thereto by the party to whom such interest is opposed, or unless the testimony of such deceased person in relation to such transaction or statement is introduced in evidence by the party whose interest is opposed to that of the witness, or has been taken and is on file in the cause. No person who is an incompetent witness under this section shall make himself competent by transferring his interest to another.”

As said in Southern Natural Gas Co. v. Davidson, 225 Ala. 171, 142 So. 63 (3, 4), this section applies, among other conditions, when (1) the witness has a pecuniary interest in the result of the suit, and (2) the deceased acted in a representative relation to the party against whom the evidence is offered, and (3) he testifies to a transaction with the deceased. The facts in the case at bar show the existence of (1) and there is no contention that (2) is involved. The question is whether the allegations of the complaint, if so, show a transaction with deceased.

An application of this statutory exclusion was made in the case of Southern Natural Gas Co. v. Davidson, supra, but denied in the case of Gibson v. McDonald, Admr., 265 Ala. 426, 91 So.2d 679. In this latter case, this court summarized the situation by observing that there was an automobile accident at a street intersection in Birmingham, in the early hours of January 28, 1953, to which there were no eyewitnesses except the drivers of the two cars, both of whom were killed, and Ruby Gibson (appellant), who was riding as a guest in the Buick car driven by Josephus Per *536 ry. The other vehicle was driven by one Fortenberry, intestate of defendant.

In the Gibson case, we observed: “ * * * To put it another way, does the testimony sought to be introduced fall within the category of testimony ‘as to any transaction with, or statement by, the deceased person whose estate is interested in the result of the suit or proceeding ?’ ” (265 Ala. 428, 91 So.2d 681).

We said in the Davidson case, supra:

“ * * * that to come within the influence of the statute (dead man’s statute) the testimony ‘must be [of] some act done by the deceased, or in the doing of which he personally participated.’ In both of these cases [previously cited] the evidence related to what was called ‘collateral facts,’ but there is excluded all ‘negotiations, interviews and actions between the parties.’ It was also shown that a ‘transaction’ involved the idea that ‘something (was) done by both parties acting in concert, in which both took part,’ and does not include matter which did not come to his knowledge by personal dealings with the deceased. (Cases cited)
******
“It is said in 5 Jones on Evidence, §§ 2228 and 2261, that such a rule of exclusion as our section 7721 applies to tort actions as well as others. Our cases make no distinction. The authorities do not seem to be influenced by the kind of suit, but the character of the incidents related by the witness. Our cases exclude conversations, orders, and all forms of communications between the parties, and all their personal dealings and conduct. The evidence of matter which is open and public is not the test. But the test is that it relates to some personal dealings whether others have equal opportunity to see and observe or not. The concurring conduct of the participants constituting the res gestae of a personal conflict or encounter between them has been held to be a transaction within the effect of such a statute. (Cases cited)
“The conduct of Ed Green constituting that which is alleged to have been negligent and a breach of duty to plaintiff causing his injuries and damage, which occurred in his presence, and a part of the res gestae of such negligent conduct was of the nature of personal dealings with plaintiff under the rule, and constituted a ‘transaction’ within the meaning of our statute. Appellant duly excepted to the rulings of the court as to such evidence, and we think that in this there was reversible error.” (Emphasis supplied.) (225 Ala. 173—174, 142 So. 64-65.)

Adverting again to the case of Gibson v. McDonald, supra, decided by this court since the Davidson case, supra, we made some distinctions and observations which we think are pertinent and have application to the case at bar.

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Stanley v. Hayes, 165 So. 2d 84, 276 Ala. 532, 1964 Ala. LEXIS 396 (Ala. 1964).

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