Steen v. Steen

169 Iowa 264
CourtSupreme Court of Iowa
DecidedFebruary 23, 1915
StatusPublished
Cited by13 cases

This text of 169 Iowa 264 (Steen v. Steen) is published on Counsel Stack Legal Research, covering Supreme Court of Iowa primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Steen v. Steen, 169 Iowa 264 (iowa 1915).

Opinion

Gayitor, J.

Upon and prior to the 23d day of October, 1911, John Steen was the owner of the land in controversy, consisting of about 100 acres. On that day, he and his wife, Jerusha Steen, one of the defendants, conveyed the same by warranty deed to his son, the defendant herein, John M. Steen. This deed recites a consideration of $10,000.00 in hand paid and was duly recorded.

John Steen died on the 30th day of December, 1911. The plaintiffs and the defendant, John M. Steen, are his children, and Jerusha Steen is his widow. This action is brought by the plaintiffs as heirs at law of John Steen to set aside this conveyance on two grounds.

1st. That John Steen, the grantor, was incompetent to make the same at the time it was made, by reason of advanced age, infirmity, and sickness, and that he did not and could not comprehend the full effect of his act, and by reason of mental weakness, did not understand he was conveying the property, and that the deed was without any consideration.

2nd. That he was unlawfully influenced to make the deed; that undue influence was exercised over him at a time when he was sick .and infirm, and his mind weak, and he was easily influenced; that this undue influence was exercised by the grantee in the deed, John M. Steen, and the other defendant, mother of John M. and wife of John Steen, in this, — that they excited undue prejudice against the plaintiffs and other influences which it is not necessary to set out here.

John Steen, at the time of his death, was about eighty-two years of age. He had nine children living, three girls and six boys.

This ease was tried in open court before the court, and, [267]*267after a full submission, the court found for the defendants, dismissing plaintiffs’ petition and entering a decree in favor of the defendants on their cross-petition, quieting title in them against the claims of the plaintiffs. From this decree plaintiffs appeal, and urge:

1. That upon the evidence submitted the court erred in finding for the defendants, and in not finding affirmatively both want of mental capacity and undue influence, as charged by the plaintiffs.

2. That incompetent testimony was admitted over the objection of the plaintiffs.

This case is triable de novo here, and it is our duty to review the entire record and exclude from our consideration all evidence that is not competent and relevant to the issue tendered, and all evidence that comes from the lips of witnesses who were incompetent to deliver it.

The first error relates to the action of the court in permitting Jerusha Steen, the widow, to testify on the part of defendants, to personal transactions had with her husband touching this matter, and the general rule is invoked to bar such testimony, reliance being had on the provisions of Sec. 4604 of the Code of Iowa; Hanson v. Gallagher, 154 Iowa 192, 199; Clarity v. Sheridan, 91 Iowa 304, and Cochrane v. Breckenridge, 75 Iowa 213.

Whether the court erred in the admission of this testimony depends upon the construction that must be given to the last clause in this section, which reads: “But this prohibition shall not extend to any transaction or communication as to which . . . the testimony of such deceased . . . shall be given in evidence.”

The plaintiffs, in support of their contention, offered themselves as witnesses and were examined upon this trial, fully detailing all that transpired within their knowledge, and all the facts and circumstances relating-to the habits, life, and condition of the deceased, about and prior to the time of the making of this instrument.

[268]*268It appears that after this deed was executed and about the 13th day of November, 1911, an action was brought by some of the children of John Steen, deceased, to have a guardian appointed for him. A hearing upon that application was had and John Steen, now deceased, was called by the plaintiffs and examined in open court before the jury, and his testimony taken down in shorthand. At the conclusion of his testimony, the cause against him was dismissed by the attorney representing the plaintiffs in that cause, with this remark: “Uncle John, (referring to John Steen), I don’t think you need any lawyers or witnesses. I am going to withdraw this ease, but I made up my mind to satisfy myself.”

Upon the trial of the present case, the testimony of John Steen, so taken at that hearing, was introduced in evidence by these plaintiffs, and is as follows:

“My name is John Steen. I will be 82 years old next birthday. I was bom and raised in Pike County, Ohio, and settled in Harrison County in 1865. I first bought a farm ovér near Mondamin, and later moved to Calhoun Township. I have nine children living. John is 25 years of age and married. I have always been on good terms with my children. I have never been very sick, I have worked pretty hard and never been idle much. I worked along until the last two or three years. I was on the farm and had charge of the cattle and stock and horses. I did not farm much, I saw it was too much work for me and I quit and turned over the farm to my son Joe, and I went down to Missouri Valley and bought me a house there. I stayed there and run my business until a short time ago, and I then moved out onto the farm because it was too much work for my boy, and John was the next boy he was. hauling the wood and getting nothing for it and doing a whole lot of work for me, and we concluded we had better come together, and I sold him 100 acres of land and he was to build a house and keep me and his mother as long as we lived. And so I lived along with him and we are living there [269]*269now, and are building a bouse to live in right closé to John’s. He has always been good to me and is the only one that ever' did wait on me. He hauled wood and corn and grain and hay, and I did not want him to be working there alone and so we moved up there. When I made the deal with John, we had writings about it. I sold him 100 acres, the old home, and he was to give me $10,000.00 for it, and he paid me $4,000.00 down and then I took a contract for the balance, and he was to pay what we needed out of that for our help. I don’t know where he got the $4,000.00 that he paid me, but I think he made a mortgage. The $6,000.00 is in separate contract and he takes care of my wife and me as long as we live, and whatever we cost' him on that account. And then he pays me 5% per cent on that $6,000.00, and, of course, when we are gone, the rest will be paid out. I won’t be there to count it and he and they can count it, that will be the difference. He has been buying things for us ever since we made the deed. We are just there as a family.”
Feb. 1915]
Q. “He is going to pay you the other $6,000.00 by keeping you and your wife ? ’ ’
' A. “Yes, sir.
“He has to take care of us in every respect. We are not supposed to do anything unless we want to. He has to take care of us as long as we live, through sickness and health until we pass out. Now we may live that all up, and maybe not. I made this arrangement with John before I sold my' house and lot at the Valley. We had this understanding and I made him a deed to the land and he commenced to build a' house, and he is putting up a' good house and he furnishes the house. He gets his money to build the house out of the cornfield. He farmed the place last year and has got lots of corn.

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Bluebook (online)
169 Iowa 264, Counsel Stack Legal Research, https://law.counselstack.com/opinion/steen-v-steen-iowa-1915.