Brind v. International Trust Co.
Brind v. International Trust Co.
Opinion of the Court
This is an action in replevin by J. Fritz. Brind, administrator with the will annexed of the estate of Maria E. Brind, deceased, plaintiff, against the International Trust Company, defendant, to recover of the defendant certain jewelry, deposited with it by the decedent, for delivery, under certain conditions, to Mrs. U. S. Hollister, et ah, intervenors, who now claim the property.
Demurrers to the answer of the defendant and the petitions of intervention were overruled. Answers and rep
It appears that on August 18, 1914, Maria E. Brind, then the wife of the plaintiff, addressed to defendant the following communication:
“Gentlemen:
In view of the fact that I am about to undergo a very serious surgical operation for the removal of a tumor, and in anticipation of the fact that said operation may result in my death, I hereby deliver into your hands the following mentioned articles of personal jewelry, enclosed separately, one in each box, each article as a gift causa mortis to the person for whom it is mentioned, viz., to-wit:
(Here follows a description of each article and the name of the person to whom it is to be delivered.)
The same to be delivered by you to each of said persons in the event of my death as a result of said surgical operation. In the event I do not die from said operation, then each and all of said articles of jewelry to be returned to me on demand. (Signed) Marie Evaline Brind.”
This document, with the jewelry, was delivered to the defendant, which receipted therefor and agreed to act thereunder. It was drawn by decedent’s attorney, and executed after consulting with him and upon his advice. At the time of the death of said Maria E. Brind, November 8, the property was still in the possession of the defendant. It is contended by the plaintiff that his wife did not die as a result of the contemplated operation; hence the gift is invalid, and the property must be returned to him, as administrator. Defendant and intervenors assert that she did die as a result of said operation, or as a result of said operation, and the malady for which it was to be performed; further, that prior to her death she re-affirmed the gifts
H. V. Johnson, attorney for decedent, who drew the instrument in question, testified that he advised her concerning her rights to make what the law called a gift causa mortis, which might be made by a person in imminent danger of death; that if the death took place the gift would stand; that if the death did not occur she could get possession of the things she had given them; that about Novem
The verdict of the jury and the judgment of the court upheld this transaction as a valid gift causa mortis. If such determination was erroneous, plaintiff’s motion for a directed verdict should have been sustained and the judgment entered by the trial court cannot stand.
“A gift causa mortis is subject to the conditions (1) that it must be made in contemplation, fear or peril of death; (2) the donor must die of the illness or peril which he then fears or contemplates, and (3), the delivery must be made with the intent that the title shall vest only in case of death.” •
O’Neill v. O’Neill, 43 Mont. 505-511; 117 Pac. 889, Ann. Cas. 1912 C. 268.
That decedent executed the instrument and made the
We think it clearly appears from the evidence that there was a delivery of the property in question. The articles passed into the possession of the defendant, which receipted for them and agreed to execute the gift. The evidence shows that the box was set' apart by the trust company and the keys retained by the company. Such- a delivery to another for the use of a donee is a sufficient delivery to uphold a gift causa mortis.
Whitman v. Pickens, 33 Colo. 484, 81 Pac. 299; Connor v. Root, 11 Colo. 183-190, 17 Pac. 773.
The first and third essentials of a gift causa mortis, as laid down in O’Neill v. O’Neill, supra, being thus established, there remains for consideration the second — Did Mrs. Brind die of the illness or peril which she feared or contemplated at the time of the execution of the instrument in question? — (not as erroneously and indefinitely stated in the brief of counsel for defendant and intervenors, Did she die “of an ailment or peril?”)
There can, be no better guide for determining just what was the illness or peril which Mrs. Brind feared or contemplated than reference to the instrument which she herself signed and upon which the gift was based. In that instrument she refers only incidentally to the illness or malady for which an operation was to be performed. From a perusal of the writing it is very evident that the cause of her immediate dread,~Tffie~pml in vievToFl^icF’she made "the gTft~wasWhe operation'itself. She says, “In 'áñticipation of the fact that said operation may result in death.” Further, she directed that these gifts were to be delivered “in the event of my death as a result of said surgical operation. In the event I do not die from said operation, then each of said articles of jewelry to be returned to me on demand.” It seems to us impossible to read this document and come to the conclusion that at the time of its execution
The contention that the fact that Mrs. Brind died of the contemplated peril was settled by the verdict of the jury, cannot be upheld. There is no evidence to support it, and the jury was not limited to that question by the instructions, but permitted to consider whether she died of her original disease and the operation.
The principal case relied upon to sustain the existence of this second essential to a gift caima mortis is Ridden v. Thrall, 125 N. Y. 572; 26 N. E. 627, 11 L. R. A. 684, 21 Am. St. 758. By its very language it is inapplicable. The court says: “We therefore confine our decision to the precise facts of this case, and we go no further than to hold that when a gift is made in the apprehension of death from some disease from which the donor did not recover, and the apparent immediate cause of death was some other disease with which he was afflicted at the same time, the gift becomes effectual.” This authority would be applicable only in case Mrs. Brind had not recovered from the operation at the time she died from the tumor. Shall we stretch this rule to cover the instant case where there was a recovery from the operation? Counsel’s own authority, just quoted, answers the question thus: “Sound policy requires that the laws regulating gifts causa mortis should not be extended and that the range of such gifts should not be enlarged.”
On the question of Mrs. Brind’s re-affirmation of the gifts after her recovery from the operation, it is sufficient to point out that this contention is fully answered by the testi
We therefore conclude that the second essential element of a valid gift causa mortis, as laid down in O’Neill v. O’Neill, supra, i. e. that the donor must die of the illness or peril which he then fears or contemplates, was absent in this case; that Mrs. Brind’s recovery from the operation revoked the gifts; that there was no re-affirmance by her; that plaintiff’s motion for a directed verdict should, therefore, have been sustained. The judgment of the trial court is reversed, with directions to enter judgment herein in favor of the plaintiff.
Garrigues, C. J., and Teller, J., concur.
Reference
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- Brind, Administrator v. International Trust Co.
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