Wyman v. Dunne

359 P.2d 1010, 83 Idaho 179, 1961 Ida. LEXIS 169
CourtIdaho Supreme Court
DecidedFebruary 23, 1961
DocketNo. 8856
StatusPublished
Cited by2 cases

This text of 359 P.2d 1010 (Wyman v. Dunne) is published on Counsel Stack Legal Research, covering Idaho Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wyman v. Dunne, 359 P.2d 1010, 83 Idaho 179, 1961 Ida. LEXIS 169 (Idaho 1961).

Opinion

TAYLOR, Chief Justice.

August 6, 1958, plaintiff (appellant) commenced this action, as guardian of the estate of Hattie M. Straus, to recover from defendant (respondent) certain corporate stocks alleged to be the property of the ward. August 8, 1958, the ward died. Thereafter plaintiff was appointed executor and as such was substituted as plaintiff.

At the time of her death, the deceased was a widow, 83 years of age, and had been a widow approximately ten years. She had no children. The plaintiff and his sister, nephew and niece of deceased, are her sole heirs and chief beneficiaries under her will.

About 1951 the defendant, a neighbor who had been driving decedent’s car and rendering other service for her, upon decedent’s invitation, moved into her home and thereafter lived at the home together with decedent and a housekeeper. The court found that:

“defendant assisted not only in ordinary household chores but administered [182]*182to the personal needs of Hattie Straus herself. That as time progressed Mrs. Straus became physically enfeebled and plagued with Parkinson’s disease, anemia, diabetes, a stroke which left her partially paralyzed and general complications attending old age and during all of this time defendant faithfully and selflessly carried out her wishes and cheerfully and devotedly administered to her every need and request. In 1953 Mrs. Straus named defendant in her will as the legatee of a modest sum of money and several years later executed to him a deed to her home, retaining unto herself a life estate. The relationship between defendant and Mrs. Straus was very close and she regarded him warmly, fondly and affectionately. He did not advise her in business affairs but dutifully carried out her own requests and desires with regard thereto.”

The defendant’s service to decedent was continuous from 1950 until the date of her death, and consisted of driving her automobile, taking her places where she desired to go, such as to her farms, the bank, hairdresser’s, and to the grocery store, so long as she was able to go out in the car. He assisted the housekeeper, brought the groceries to the house, and was the only person in the house to look after decedent’s needs during the night. To enable her to awaken him when she needed help in the night, he arranged a can on the dining-room table-with a string attached leading to the bed in her bedroom. By means of the string she was able to pull the can from the table and waken defendant with the resulting noise. During certain periods in 1958 when a nurse was employed in the home, defendant assisted the nurse in the personal care-of decedent, turning her and lifting her in and out of bed and to the toilet, and took her out for rides in a wheelchair. These services were performed willingly and with kindness, and the deceased preferred the care and attention of the defendant to that of the housekeeper or nurse.

In her will, executed in 1953, deceased made a bequest to the defendant of $1000, her Buick automobile and an upright piano. By codicil, executed in June, 1954, she devised her home to defendant. In November, 1956, pursuant to request of the defendant, the -deceased executed and delivered to defendant a deed conveying to him the home, subject to a reserved life estate. Negotiations leading to the execution of this deed resulted in two written agreements executed simultaneously therewith.. The first (Exh. 3) was between the plaintiff and his sister, and defendant. This-agreement recites the substance of the will and codicil, and the desire of decedent to-convey the home to defendant, subject to a life estate in her. It then recites:

“Whereas, It is the desire of the respective parties to settle all present, [183]*183past and future claims of every nature of Lue S. Dunne in respect to any claims under the Will and Codicils and in respect to her property and of all property rights if there is a lawful marriage between Lue S. Dunne and Hattie M. Straus or in event of a marriage between them, and of all property rights and claims, including marital rights and property rights if any there are now, or shall be hereafter. * * *
“And in consideration of said transfer of the home by deed, subject to the life estate, at this time to the said Lou S. Dunne, he hereby agrees to accept the deed in full and complete settlement of all claims of every character and nature against the property and estate of Hattie M. Straus, and as a full and complete determination of marital rights and property rights of said Lue S. Dunne, past, present and future, and agrees to make no claim against the property and estate of said Hattie M. Straus.”

The second (Exh. 4) is an agreement between the deceased, Hattie M. Straus, and defendant, and, among other things, recites:

“Whereas, It is the mutual desire of the respective parties hereto to settle past, present and future claims of every nature, including all property rights by Will, Codicil or otherwise and marital rights of every nature. * * *
“And whereas, It is now the desire of the first party to make a gift deed to the second party, upon certain considerations hereinafter set forth, subject to • a life estate reserved in the first party.
“Now therefore, In consideration of the mutual consideration herein set forth and the sum of One ($1.00) Dollar and other good and valuable consideration paid by each party to the other,
“The first party agrees to deed to the second party, the following described property, to-wit: The home at 1205 Franklin Street, Boise, Ada County, Idaho described as follows:
“Lot 11 of Block 72 of the Original Townsite of Boise City, Ada County, Idaho.
“subject to the life estate reserved to the first party, * * *
“And in consideration of said transfer of the house by deed at this time subject to a life estate, the second party agrees to provide a home for her during her .lifetime and relinquishes any and all past, present or future claims, of every kind and character, or, by reason of marriage or future marriage of the parties, to first party’s property or estate now or hereafter; or by reason of first party’s intestacy or testamentary disposition by her other than as [184]*184provided in said above will and codicils, it being the intent of the parties to settle all property rights by this agreement and said above will and codicils, which will and codicils the second party accepts as such. * * *
“In further consideration the first party hereby waives any claim to the property of the second party by reason of marriage or otherwise.”

The evidence supports the further finding of the court that:

“On July 8, 1958, at her own suggestion and following her own desire, Hattie Straus gave- to defendant eight stock certificates representing shares of stock of Standard Oil Company of New Jersey, Union Pacific Railroad Company and The Idaho First National Bank, all having an aggregate market value of approximately $15,000.00. Being unable to write because of the Parkinson’s disease she endorsed the certificate by her mark in the presence of Dr. George Baker who had been her attending physician for approximately two years and Mr. and Mrs.

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606 P.2d 473 (Idaho Supreme Court, 1980)

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Bluebook (online)
359 P.2d 1010, 83 Idaho 179, 1961 Ida. LEXIS 169, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wyman-v-dunne-idaho-1961.