Stauffer v. Martin

88 N.E. 363, 43 Ind. App. 675, 1909 Ind. App. LEXIS 111
CourtIndiana Court of Appeals
DecidedMay 21, 1909
DocketNo. 6,727
StatusPublished
Cited by7 cases

This text of 88 N.E. 363 (Stauffer v. Martin) is published on Counsel Stack Legal Research, covering Indiana Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Stauffer v. Martin, 88 N.E. 363, 43 Ind. App. 675, 1909 Ind. App. LEXIS 111 (Ind. Ct. App. 1909).

Opinion

Hadley, J.

This was an action brought by appellants to equalize assessments pending the distribution of the estate of Daniel Martin, deceased, father of appellants -and appellees. Trial was had upon the petitions of appellants and answers of appellees, and judgment rendered in favor of appellees.

A motion for a new trial was made by appellants, which was overruled. This ruling is the only error assigned. It is urged that a new trial should have been granted, on the grounds of the insufficiency of the evidence, and that the finding is contrary to law.

The evidence is very meager, and consisted wholly of the [677]*677introduction of deeds, proof of the value of the lands included therein, and identity of the parties. The deeds show that on December 8, 1882, deceased conveyed to appellees David, John and Franklin Martin eighty acres of land for the consideration of $4,400 each in the cases of David and John Martin, and $4,200 in the case of Franklin Martin; that on the same day David Martin executed a mortgage for $1,400 on said land to appellee Abraham Martin, and John Martin executed a mortgage for $1,400 on said land to the grantor, Daniel Martin, which mortgage on said day was assigned to Abraham Martin, and Franklin Martin executed a mortgage for $1,200 on said land to the grantor, Daniel Martin; that each of said mortgages has since been paid and satisfied; that on December 11, 1882, the deceased executed and delivered the following deeds: One to appellant Lizzie Gordon for forty acres, for the consideration of $2,000, one to appellant Fanny Loucks for forty acres, for the consideration of $2,000, one to Anna Tyrer, deceased, mother of appellee Otis Tyrer for twenty acres, for the consideration of $1,000, one to appellant Esther Stauffer, for forty acres, for the consideration of $2,000, and one to Maria Martin, another daughter, since deceased, for twenty acres, for the consideration of $1,450.

1. It was shown that the various tracts of land described in the respective deeds were reasonably worth, at the time of said conveyance, the amount of the consideration expressed therein. Upon this evidence, appellants confidently assert that they were entitled to a judgment in their favor, basing their claim upon the legal principle, well established, that where a father makes a voluntary conveyance of his real estate to his children, it will be presumed that the same was made as an advancement, and the burden is then upon the grantee of such conveyance to rebut this presumption. Ruch v. Biery (1887), 110 Ind. 444 ; Scott v. Harris (1891), 127 Ind. 520; Culp v. Wilson (1892), 133 Ind. 294.

[678]*6782. [677]*677And if there was any evidence that [678]*678the conveyances here shown were voluntary in a technieal sense — that is without any consideration — our task would be easy and this opinion would end here. But such is not the ease. On the contrary, the deeds introduced by appellants, and upon which they rely, recite that they are made upon a money consideration equal in amount to the value of the land. Such a deed does not raise a presumption that it is an advancement. 14 Cyc., 171; Kiger v. Terry (1896), 119 N. C. 456, 26 S. E. 38; Miller’s Appeal (1884), 107 Pa. St. 221; Newell v. Newell (1841), 13 Vt. 24.

3. Further than this, three of the appellees gave mortgages on said lands for nearly one-third of their value and paid them. There is no evidence that the conveyances were voluntary. Appellants insist that the fact that the deeds were all made near the same time indicated a family settlement. But the expression of a money consideration in a deed imports that that consideration was paid, and we cannot say, in the face of the court’s ruling to the contrary that this presumption is overthrown by an indicated fact that contradicts it. »

4. Appellants offered to prove declarations of the decedent, showing that said conveyances were made as advancements, which declarations were made some ten days or two weeks after the deeds were delivered. The evidence was excluded. Declarations of a donor, that conveyances are advancements or gifts, are incompetent unless made before, at the time, or immediately after, the transaction and as a part of the res gestae. Harness v. Harness (1875), 49 Ind. 384; Joyce v. Hamilton (1887), 111 Ind. 163; Thistlewaite v. Thistlewaite (1892), 132 Ind. 355.

5. On the trial appellant Lizzie Gordon was called in her own behalf, and, after showing that she was one of the parties to the action, her counsel exhibited to her a book, and propounded to her this question: “I will ask you, Mrs. Gordon, to look at this book which I offer you, and state to the court if you know what that book is, ’ ’ To [679]*679-which witness replied: “Yes, sir.” Then she was asked to ‘ Tell the court what that book is. ’ ’ Upon objection, counsel offered to prove as follows: ‘ ‘ That this is a family book, a record book, kept and owned by the father of witness, Daniel Martin, in his lifetime, in -which were recorded transactions in the way of transfers or gifts of property to his children. ’ ’ The court sustained the objection. Under §522 Burns 1908, §499 R. S. 1881, the witness was incompetent to testify to the facts embodied in the offer to prove. Such facts did not come within the rule now well established, that parties otherwise incompetent under this statute are competent to testify as to matters occurring in the lifetime of decedent, open to the observation of all the friends and acquaintances of the deceased. Lamb v. Lamb (1886), 105 Ind. 456; Wallis v. Luhring (1893), 134 Ind. 447; McDonald v. McDonald (1895), 142 Ind. 55. We cannot conceive how witness could have testified to the facts embraced in the offer to prove without testifying upon information gained from her father, or upon facts occurring in his lifetime, and which were not necessarily open to the knowledge and observation of his friends and acquaintances. It was proposed to prove more by her than merely the identity of the book. It was proposed to show whose it was, by whom kept, for what purpose kept, and what it purported to show, all relating to matters occurring in the lifetime of the deceased.

6. Witness would have been competent to testify to the fact that the entries and statements in the book were in her father’s handwriting, if she was otherwise qualified so to speak; but she was not competent to testify that she had seen him making entries therein, or that he had made declarations in the absence of the other parties, concerning it.

7. The source of the information about which she proposed to testify is not shown by the record; and since it is a rule, made so by statute, that she was incompetent and her ability to testify on some matters being an exception, the record should clearly show that her testimony comes [680]*680within the exception before tve are authorized to adjudge that the court erred in excluding it.

8.

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Bluebook (online)
88 N.E. 363, 43 Ind. App. 675, 1909 Ind. App. LEXIS 111, Counsel Stack Legal Research, https://law.counselstack.com/opinion/stauffer-v-martin-indctapp-1909.