Treece v. Treece

1961 OK 259, 366 P.2d 625, 1961 Okla. LEXIS 461
CourtSupreme Court of Oklahoma
DecidedOctober 31, 1961
Docket39295
StatusPublished
Cited by5 cases

This text of 1961 OK 259 (Treece v. Treece) is published on Counsel Stack Legal Research, covering Supreme Court of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Treece v. Treece, 1961 OK 259, 366 P.2d 625, 1961 Okla. LEXIS 461 (Okla. 1961).

Opinion

HALLEY, Justice.

This action was commenced by Lulu Ann Treece to cancel a deed made to her son, Walter V. Treece. The parties will be referred to as they appeared in the trial court. Both parties waived jury and no special findings of fact or law were requested.

The trial court found the issues generally in favor of the defendant, denied plaintiff any relief and entered judgment in favor of defendant quieting title to the land in him. Plaintiff has appealed and challenges *627 the judgment on the ground that it is not supported by the evidence and is contrary to law.

The plaintiff in her brief states the issues on appeal as follows:

“The subject of this action concerns the execution of the alleged warranty deed of January, 1957 and the question of whether or not said warranty deed was supported by consideration or was obtained by fraud or misrepresentation.”

The plaintiff, however, does not argue in her brief that the deed was not in fact executed. There was sufficient evidence adduced at the trial to show that the deed was signed by the plaintiff, acknowledged, and delivered to the defendant. This meets the requirements of execution as set out in the second paragraph of the syllabus of Gilliland v. Shuman, 197 Okl. 365, 170 P.2d 549, 166 A.L.R. 850, as follows:

“The word ‘execution’ when used in connection with instruments conveying real property, and particularly deeds, connotes all acts which are necessary to the operation of the instrument including signing, sealing when necessary, attestation and acknowledgment, when required by statute, and delivery to the grantee or some one in his behalf.”

The plaintiff’s contentions appear to be that the evidence shows a fiduciary or confidential relationship between plaintiff and defendant, that the circumstances surrounding the execution of the deed were suspicious, and that the burden therefore shifted to the defendant to show clearly that the conveyance was not the result of fraud or undue influence and was for a commensurate consideration. Plaintiff cites in support of such contentions the cases of Flowers v. Flowers, 94 Okl. 134, 221 P. 483; Rector v. Bay, 91 Okl. 14, 215 P. 415; Roberts v. Humphreys, Okl., 356 P.2d 370. In those cases, each of which was brought to cancel a deed, this Court found that there was evidence of a confidential relationship or that the grantor was unduly influenced to execute the deed in controversy.

In the Flowers case, supra, the grantor .was 93 years old, practically blind and could neither read nor write. He was taken to a bank by his son, the grantee, where the deed was prepared and he signed the deed by his mark, at which time nothing was said as to the character and contents of the instrument. This was an unusual and suspicious manner of executing a deed to practically all of his property and done at a time and place where he did not have the advice of a disinterested third person to advise him fully of the consequences and let him understand that he was parting with his home irrevocably.

In the Rector case, supra, the grantor was impaired physically and mentally by a stroke to the point that she was apparently incapable of looking after her own affairs or dealing intelligently with business matters. During that time the grantee, a neighbor and close friend of the grantor, ingratiated himself into the confidence of the grantor to the point where the latter could be said to be almost under the control of the grantee.

In the Roberts case, supra, the grantor was 73 years of age and the condition of her health was such that she was confined to' her bed and convinced that death was imminent. The grantor testified that the grantee, her sister, told her to sign the deed or she would beat her up.

We do not believe that the facts in the case at bar are so similar to the facts in the cases cited by plaintiff as to be controlled by them. The general rule in determining the validity of deeds from parent to child is that the existence of fraud or undue influence depends on the facts of each particular case. Wills v. Dissing, Okl., 356 P.2d 339; Higgins v. Pipkin, Okl., 360 P.2d 231.

In the instant case although plaintiff was approximately 78 years of age at the time of the execution of the deed, there was evidence of neither physical nor mental *628 weakness except plaintiff’s testimony that her eyes were failing and that she had been treated by two doctors. Plaintiff called no witnesses to confirm this trouble or treatment and defendant called several witnesses to dispute it.

There was a definite conflict of testimony concerning the length of time that the deed was left with plaintiff before she executed it. She says just a few minutes. The defendant and his witnesses indicate that it was several days. The trial judge was probably influenced by the reasonableness of the testimony of defendant’s witnesses. At the time the deed was explained to and left with plaintiff, she lived alone and had ample time for thought and reflection on the matter as well as opportunity to discuss it with other relatives or friends.

Through the years defendant had been very helpful to his mother and she had mentioned to others that she intended to give her property to him. As a matter of fact in 1953 she deeded to him a life estate subject to her life estate in this same property. There is no dispute about the 1953 deed. Therefore after the passage of a few years and at a time when she was well beyond the age of three score and ten, it was not strange that she would execute a deed giving a larger interest in the property to her oldest son and thereby prefer him over her other children with whom she had not had as much contact. The time and manner of execution of the deed in question do not appear suspicious or unusual to us. Plaintiff’s allegation that the deed was secured by fraud on the part of the defendant was not established by satisfactory and convincing evidence as required in this class of case. Roddy v. Roddy, Okl., 288 P.2d 1117.

The case of Schatz v. Wintersteen, 201 Okl. 660, 208 P.2d 1136, 1139, is similar in some respects to the present case. In speaking there of the parent-child relationship and undue influence, we said:

“The fact that the relationship of father and son existed between the parties is not in itself sufficient to raise the presumption of fraud and undue influence. It is only when in addition thereto a confidential relationship is shown to exist between them that the presumption arises and casts the burden upon the party claiming the benefits of the transaction to prove the same to be fair and free from fraud. Flowers v. Flowers, supra; Weitz v. Moulden, supra. (109 Okl. 119, 234 P. 583)
“In the case of Lillie v. Lyon, Ex’r., 195 Okl. 597, 159 P.2d 542, 543, this court said:
“ ‘The mere existence of confidential relation between testator and beneficiaries under his will does not raise a presumption that the beneficiaries have exercised undue influence over the testator and does not cast upon the beneficiaries the burden of proof upon the issue of undue influence.’

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Ellis v. Potter
1969 OK CIV APP 4 (Court of Civil Appeals of Oklahoma, 1969)
English v. Rainwater
1965 OK 35 (Supreme Court of Oklahoma, 1965)
Bowen v. Hamilton
1964 OK 120 (Supreme Court of Oklahoma, 1964)
McManus v. Hull
1962 OK 253 (Supreme Court of Oklahoma, 1962)

Cite This Page — Counsel Stack

Bluebook (online)
1961 OK 259, 366 P.2d 625, 1961 Okla. LEXIS 461, Counsel Stack Legal Research, https://law.counselstack.com/opinion/treece-v-treece-okla-1961.