Winter v. Klein

1939 OK 514, 96 P.2d 83, 186 Okla. 74, 1939 Okla. LEXIS 509
CourtSupreme Court of Oklahoma
DecidedNovember 21, 1939
DocketNo. 28744.
StatusPublished
Cited by4 cases

This text of 1939 OK 514 (Winter v. Klein) 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
Winter v. Klein, 1939 OK 514, 96 P.2d 83, 186 Okla. 74, 1939 Okla. LEXIS 509 (Okla. 1939).

Opinion

DANNER, J.

On September 2, 1936, the plaintiff in error, as plaintiff, brought suit in equity in the district court of Blaine county, Okla., against the defendants in error, as defendants, to establish a trust and for an accounting of trust funds in the hands of George Klein at the time of his death or disappearance.

The background of the suit presents an unusual story, the main facts not being seriously in dispute, and, chronicled in the record and in the briefs of the parties, established the following circumstances: That Henry Klein, father of George Klein, died testate in Blaine county on or about the 7th day of July, 1914, That the will of Henry Klein admitted to probate November 16, 1914, named George Klein, a son, as executor. That George Klein qualified and served as such executor until the estate of the deceased was finally closed and the property distributed under the will some time in September, 1916.

In the will Henry Klein devised and bequeathed to his wife, Mary Klein, all of his estate, real and personal, for her sole use and benefit so long as she lived, and at her death he directed what portion of the estate was to go to each child and each grandchild. The estate consisted of 400 acres of farm lands, a small amount of livestock, 1,700 bushels of wheat, around $600 in cash, and rent due from Henry H. Klein, a son of the testator, amounting to around $2,100.

In the petition it is alleged that on or *75 about the 25th day of September, 1916, immediately following the closing of the estate of Henry Klein, deceased, Mary Klein, the surviving widow of Henry Klein, entered into a contract in parol with her son George Klein, the defendant, whereby in consideration of the sum of $25 per month, the said Mary Klein employed and retained the said George Klein to take over the active management and control and to look after and care for all the property bequeathed to her under the will of her deceased husband, Henry Klein, including the income therefrom, with authority to invest the proceeds, rent the lands and collect the rents therefrom. That from said 26th day of September, 1916, to the 26th day of July, 1927, the said George Klein, as trustee for Mary Klein, received a large amount of income from the lands in his charge, which income he commingled with funds of his own, and that from such trust funds he acquired title to a large amount of real estate and personal property, aggregating, so it alleged, $50,000 or more, the legal title to which was taken in the name of the said George Klein, the equitable title thereto in truth and in fact belonging to the said Mary Klein, and on her death on April 10, 1925, to her heirs.

It is further alleged that from the 25th day of September, 1916, up to the death of his mother, Mary Klein, the said George Klein never repudiated the trust agreement, and that after the death of his mother he promised and agreed to account to his brothers and sisters for the funds he received from the estate of Mary Klein in trust for the use and benefit of her heirs; that no administrator of the estate of Mary Klein, deceased, had been appointed until the 8th day of October, 1936, on which date the appointment of the plaintiff, H. H. Winter, grandson of Mary Klein, was made by the county court of Blaine county.

It is further alleged that on or about the 26th day of July, 1927, the said George Klein disappeared while delivering cattle to market in Wichita, Kan. That the legal title to the property claimed to have been held in trust by the said George Klein, due to his disappearance, has become vested in the defendants, Julia Klein-Schultz, Georgia V. Klein-Tucker, Rosa I. Lorens and Lavern F. Klein, under a decree of distribution entered in the county court of Blaine county, Okla., in the estate of said George Klein, deceased. That the foregoing heirs at law of said George Klein, deceased, are forced trustees and received the real estate and personal property of the estate of said George Klein, deceased, impressed with the trust agreement of George Klein, deceased, and should be required to account for the interests of Mary Klein, deceased, to the plaintiff, as administrator, for the use and benefit of the brothers and sisters of said George Klein, deceased, and who are the heirs at law of said Mary Klei^p.

The answer of the defendants is sufficient to challenge every material allegation of the plaintiff’s petition, essential to recovery, not specifically admitted.

On the conclusion of the presentation of the plaintiff’s evidence the trial court sustained demurrers of the defendants to the evidence. From this order, and the order denying plaintiff’s motion for a new trial, the plaintiff appeals. The question presented to the trial court, and here, is, admitting the truth of all of plaintiff’s evidence, together with such inferences and conclusions as may reasonably be drawn therefrom, and eliminating all opposing inferences, whether there is any competent evidence tending to support plaintiff’s petition. Brown v. Wrightsman, 175 Okla. 189, 51 P. 2d 761; Starmer v. Mid-West Chevrolet Corporation, 175 Okla. 160, 51 P. 2d 786; Save Sales Company of Toledo, Ohio, v. Futral, 180 Okla. 145, 69 P. 2d 349.

In order to recover in the action it was, of course, necessary for the plaintiff to prove by competent evidence the allegations of his petition. In reading the record we are impressed by the fact that the trial court was extremely liberal in the reception of evidence given in behalf of the claims of the plaintiff. As is frequently the case in actions'of this na *76 ture, much incompetent and irrelevant testimony found its way into the record. This fact, however, is of small consequence in view of the question presented for our determination.

In the nature of the action the burden was on the plaintiff to establish a trust and that trust funds were used by George Klein in paying for the property upon which a trust is sought to be impressed. 65 C. J. 437, 26 R.C.L. 1355. S. A. Apple et al., Adm’rs, v. Hert, 122 Okla. 153, 252 P. 823, 55 A.L.R. 1271. The evidence in this respect must be clear and convincing. 65 C. J. 448; Anson et al. v. Anson et al., 169 Okla. 309, 36 P. 2d 915; Gaines Bros. Company et al. v. Gaines, 176 Okla. 576, 56 P. 2d 869; In re Bruner’s Estate, 179 Okla. 339, 65 P. 2d 1209.

The plaintiff relies principally upon ttie following evidence produced on the trial: That upon the death of Henry Klein he bequeathed to Mary Klein, his wife, for her use during her lifetime, three quarter sections of land. At that time George Klein was the owner of one quarter section of land; that there were about the same number of bushels of wheat produced from each of the three quarter sections of land owned by Mary Klein as was produced from the quarter section owned by George Klein; that in 1914, George Klein sold 5,060 bushels of wheat for $4,074.23; in 1915, $4,838 worth of wheat; in 1916, $1,986 worth of wheat; in 1917, the first year of the World War, he sold $6,235.77 worth of wheat, which was a part of the 1916 crop; in 1917, he sold 4,482 bushels of wheat for $8,677.42.

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Bluebook (online)
1939 OK 514, 96 P.2d 83, 186 Okla. 74, 1939 Okla. LEXIS 509, Counsel Stack Legal Research, https://law.counselstack.com/opinion/winter-v-klein-okla-1939.