Young v. Smith

191 N.W.2d 516, 1971 N.D. LEXIS 127
CourtNorth Dakota Supreme Court
DecidedAugust 31, 1971
DocketCiv. No. 8707
StatusPublished

This text of 191 N.W.2d 516 (Young v. Smith) is published on Counsel Stack Legal Research, covering North Dakota Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Young v. Smith, 191 N.W.2d 516, 1971 N.D. LEXIS 127 (N.D. 1971).

Opinions

TEIGEN, Judge.

This is an appeal from a judgment adjudging a warranty deed null and void and quieting the title to the land in question in the plaintiff. The case was tried to the court without a jury and the defendant has demanded a trial de novo in this court.

The action was commenced in the district court of Barnes County to determine adverse claims to four hundred acres of farm [517]*517land located in Barnes County and a certain lot located in Valley City upon which the plaintiff’s home is located. The defendant, Frank L. Smith, answered, denying generally the claims of the complaint and affirmatively alleging that he owns the property by virtue of a warranty deed executed and delivered by the plaintiff, Mrs. Young, to the defendant Smith on December 9, 1965, and praying that the action be dismissed. The plaintiff has replied, claiming that the warranty deed was obtained by false and fraudulent statements and promises and without any consideration, and that it was obtained through the exercise of undue influence. The case came on for trial and was treated by the parties and the court as an action to set aside and annul the deed on the claims of failure of consideration induced by false and fraudulent promises and representations, and the exercise of undue influence in its execution and delivery.

It appears that the plaintiff, Bertha Young, was a widow of the approximate age of eighty-five years at the time the deed was executed and delivered, and of the age of approximately eighty-eight years at the time of the trial. Her third husband died in 1958 and since about that time she had lived in her home in Valley City. Pri- or to that time she had lived with her respective husbands on the farm in issue here. The defendant Smith is the son of the plaintiff by her first marriage. He is her only child. There was a child born of the plaintiff’s second marriage but he died in infancy. The defendant Smith was about sixty-five years of age. He is married and has five children, all of whom are grown. It appears that the property in question was acquired by Mrs. Young by purchase from her savings. Mrs. Young, in her deposition which was read at the trial, valued the farm land at about $40,000 and her home in Valley City at between $5,000 and $6,000.

Mr. Smith lived in the family home on the farm until he married in 1925. He and his wife remained in North Dakota for about a year and a half and then moved to Oklahoma in the fall of 1926. They later moved to Wichita, Kansas, where the family still resides. He was engaged in the sand, gravel and excavating business at Wichita. In about 1956 his older son took over the operation of the business. Mr. Smith is also a pipefitter. In 1956 Mr. Smith returned to North Dakota to visit his mother and stepfather and to work .in the area. The farm lands have been rented to tenants on a share basis since the death of Mrs. Young’s last husband in 1958. Subsequent to 1956 Mr. Smith spent considerable time in North Dakota, most of it in the Valley City vicinity. He worked on various construction jobs in Jamestown and Fargo and also did work on his mother’s farm and, after the death of Mrs. Young’s husband in 1958, he also did work on the home which she had purchased in Valley City. He lived part of the time with his mother, part of the time in rented quarters, and later he purchased a home in Cassel-ton, North Dakota, which he still owns.

In 1960 Mrs. Young suffered a stroke. She had been under constant medication since that time and had been in and out of hospitals on a number of occasions. Following a series of hospitalizations in the summer of 1963, Mr. Smith placed his mother in a nursing home in Valley City for a period of three to six weeks. In the spring of 1964 he investigated the possibility of having a guardian appointed for his mother to handle her business affairs. Although he contacted several of her close friends and relatives, no one would testify that she was mentally incompetent. During this period prior to the execution and delivery of the deed, there was discussion between the mother and son pertaining to a transfer of the real property by the mother to the son. The testimony is in conflict as to the nature of these talks. However, Mrs. Young did, some days prior to December 9, 1965, go to her attorney’s office to discuss the matter with him. He was her attorney of long standing, having handled various transactions for her in the past. On December 9, 1965, Mrs. Young [518]*518and Mr. Smith drove to Mrs. Young’s attorney’s office. Mrs. Young remained in the automobile and Mr. Smith advised the attorney that she wished to see him. The record indicates that a deed had been drawn by Mrs. Young’s attorney. It is the deed in question, conveying Mrs. Young’s property to Mr. Smith. It was executed by Mrs. Young at that time, in the automobile, in the presence of her attorney who witnessed and acknowledged her signature. The deed conveys the property to Mr. Smith but excepts and reserves to Mrs. Young a life estate with the full right to the use and occupation thereof, together with all rents, issues and profits from the property for aud during the remainder of her life. There is no issue as to delivery and, at the request of the parties, the deed was recorded by Mrs. Young’s attorney in the office of the register of deeds of Barnes County. The execution and delivery of the deed from Mrs. Young to Mr. Smith occurred on December 9, 1965. Twenty days later, on December 29, 1965, the same attorney, as attorney for Mrs. Young, wrote a letter to Mr. Smith in which he advised him that his mother had engaged his firm to bring an action against him for fraudulently obtaining the deed unless he would immediately reconvey the land to her. In this letter he states that Mrs. Young was very upset, claiming that the deed was obtained by misrepresentation and fraud. Subsequently, there was an attempted negotiation between the attorney for Mrs. Young and an attorney employed by Mr. Smith to settle the matter. In these negotiations Mr. Smith, through his attorney, offered to reconvey the land if Mrs. Young would pay him $10,000, which, according to his attorney’s letter in evidence, Mr. Smith claimed was due him from Mrs. Young for expenses incurred and moneys due for services rendered. No settlement was effected and this action was commenced by the service of a summons and complaint on June 15, 1966. We were advised at the arguments on this appeal that subsequent to the trial of this action and before argument in this court Mrs. Young passed away. It appears that although the relationship between mother and son became somewhat strained subsequent to the commencement of the action that, nevertheless, they kept in touch with each other. A letter postmarked February 16, 1967, written by Mrs. Young to her son, was introduced in evidence. It states:

“The flowers are lovely. I have them, in the TV lamp, using it as a vase. Is truly cold, here these days. Everyone is well, including myself. Mrs. Marty Marsh passed away. Have not heard from Sadie [Sadie is Mr. Smith’s wife] and the families for some time. Thanks many times for the beautiful flowers.
Love
Mother”

In his testimony Mr. Smith explained that the flowers were sent to her for Mother’s Day sometime earlier.

It is the contention of Mrs.

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Bluebook (online)
191 N.W.2d 516, 1971 N.D. LEXIS 127, Counsel Stack Legal Research, https://law.counselstack.com/opinion/young-v-smith-nd-1971.