Whiteman v. Backus

135 S.E. 390, 102 W. Va. 454, 1926 W. Va. LEXIS 57
CourtWest Virginia Supreme Court
DecidedOctober 26, 1926
Docket5684
StatusPublished
Cited by4 cases

This text of 135 S.E. 390 (Whiteman v. Backus) is published on Counsel Stack Legal Research, covering West Virginia Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Whiteman v. Backus, 135 S.E. 390, 102 W. Va. 454, 1926 W. Va. LEXIS 57 (W. Va. 1926).

Opinion

Liveuy, Judge:

Elizabeth H. Backus, widow, died intestate on September 30, 1921, and her administrator instituted this suit against her son Thomas E. Backus and daughter Susannah D. Backus, charging that his decedent accumulated during-her widowhood beginning in 1897, $13,561.10, derived from pension, sale of coal, inheritance from Coffman estate, sale of land, timber, rights of way for pipe line, and oil and gas rental and bonuses; that she was of frugal habits, and that her estate was in the hands of the two defendants, and asked for a discovery *456 of, accounting for, and recovery of the property and moneys in their hands belonging to the estate. There were three other children, her heirs at law, namely, Mary E. Hildreth, Louisa E. Webb and Amanda D. Backus, and the suit is for their benefit. This suit is a controversy between brothers and sisters over the division of the maternal estate. The bill also charged that Thomas and Susannah had conspired together to defraud the mother out of her money and had succeeded in doing so. The original bill was against Thomas, who denied the charges, and after depositions were taken, an amended bill was filed making Susannah a party defendant, and charging the conspiracy. The answers denied the conspiracy, and denied that defendants had in their hands any property belonging to the estate. Susannah in her answer set up for cross-relief a claim for services rendered her mother. The evidence deals with the relations existing between defendants and the mother affecting her property.

The decree complained of requires Thomas to pay to the administrator $787.84, with interest from September 6, 1921, being part of a sum deposited on interest in a bank by the mother which sum amounted in all to $1,359.28 on September 6, 1921; and that Susannah pay to the administrator the remainder of that principal sum, namely, $507.85, with interest from September 6, 1921; and that Thomas also pay to the administrator the further sum of $100.00 with interest from September 8, 1921, being a part of $488.86 which was on deposit in another bank in the name of the mother, and on the said date withdrawn by Thomas, $388.86 of which was applied by him to payment of funeral expenses and medical bills and the like incident to the death of the mother. The decree absolves defendants from the charge of fraud and conspiracy, and denies to Susannah her prayer for affirmative relief.

The errors assigned against the decree are that the evidence does not justify the decretal judgments; that the court excluded and refused to consider legal evidence tendered on behalf of defendants; and that it was error to refuse affirmative relief to Susannah. Cross-error is assigned by appellee to the effect that the decretal judgments should have been for more *457 money against each of the defendants, because they failed to show that the use of moneys received by them from the mother over a period of twenty years had been strictly accounted for.

A vast volume of depositions and documents constitutes the evidence. The mother became a widow in 1897, and at that,, time owned in her own right a farm of about 214 acres. Thomas, her only son, lived near by, and she naturally turned to him for help in the conduct of her affairs. He responded. Susannah never married, and continued to live with her mother until the latter’s death, ministering to her in her old age and sickness. About one year before her death the mother was taken to the home of Thomas near by, where she died September 30, 1921. She received a pension which was expended by her for groceries and the like. She sold the coal under the land and placed the money in the bank. She received moneys from pipe line rights of way over the land, and from an oil and gas lease executed by her in 1907, and other inconsiderable sums from other sources. She was frugal. The evidence indicates that she and Susannah had mutual interests in the personalty on the place, and they lived together, expending their savings for their mutual benefit. Thomas was assisting, and acted for his mother in her business transactions. The other daughters married, and at two periods in the widowhood of the mother two of them and their families resided with her on the farm and received partial support while there. • One of the sisters of defendants at one time borrowed about $1,100.00 from the mother, and it is contended that it was never repaid. Another sister received a gift of about $300.00. Thomas kept no books of his dealings for the mother or of the funds which came into his hands for her; nor did she keep any books. Much of the evidence is to show his dealings. In 1906, she deeded to him about 97 acres of the farm for a consideration of $800.00, reserving a lifetime support. In May, 1918, she deeded to Susannah about 60 acres in fee for services rendered, also reserving lifetime support.

A short time before the death of the mother, she had in the “Wallace Bank” the sum of $488.86 derived from the gas lease, and the sum of $1,359.28 deposited in the Union National *458 Bank on a certificate of deposit. The decree deals with these amounts, necessarily refusing plaintiff any relief against Thomas because of his dealings and accounts with the mother prior to the time these two sums were withdrawn from the banks by him; and refusing Susannah relief for services claimed to have been rendered the mother in her last days. On the conflicting and unsatisfactory evidence the court was justified in this regard, and we will not disturb the decree on the cross-assignment of error by appellee, nor upon the assignment- of error of appellant Susannah to the effect that she should have had affirmative relief for alleged services. She received the deed for sixty acres for services; and after that time, without express contract clearly shown, her services (and it was natural that she would do so), are presumed to be gratuitous. A decree based on conflicting and unsatisfactory evidence is not generally disturbed. Ross v. McConnaughy, 85 W. Va. 199.

So, we will now consider the decree in so far as it has rendered judgment against Thomas and Susannah in favor of the administrator, arising out of the two sums on deposit in the banks. First, as to the $100.00 judgment against Thomas, we find that on September 6, 1921, he withdrew from the “Wallace Bank” the $488.86 on deposit, at the mother’s direction, to pay funeral expenses, doctor bills, taxes on the land for 1921, and, according to the evidence of Thomas, he was to keep for himself any sum left after these expenditures. He expended this money in payment of the items directed to be paid (and which were for the benefit of the estate), but there was left in his hands $100.00 unexpended, and which he appropriated to his own use. We do not find competent evidence to sustain his statement that he was directed to keep the surplus, if any. His evidence on that point cannot be considered, for it relates to a personal communication between himself and the deceased and falls within the inhibition of Sec. 23, Chap. 130, Code. Susannah and John Backus and Virgil Backus, sons of Thomas, corroborate Thomas in the statement that the $488.86 was directed to be withdrawn from the bank by Elizabeth, the mother, to pay the funeral ex *459 penses, doctor bills, taxes, &c., but they do not say that he, Thomas, was to have the surplus.

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Bluebook (online)
135 S.E. 390, 102 W. Va. 454, 1926 W. Va. LEXIS 57, Counsel Stack Legal Research, https://law.counselstack.com/opinion/whiteman-v-backus-wva-1926.