Schmidt v. Schmidt
Schmidt v. Schmidt
Opinion of the Court
Carl Schmidt, husband of appellant and father of plaintiff, died intestate October 29, 1891. At the time of his death he held the title to one hundred and sixty acres of land, on which he resided with his family, and an additional timber or brush tract of nine acres. His sur
The defendant denies all plaintiff’s allegations of wrong, fraud, and concealment on her part. She alleges that at the date of her husband’s death the plaintiff was nearly sixteen years of age, and admits that he inherited a one-ninth share in the estate of Carl Schmidt, deceased, subject to the debts and incumbrances chargeable thereon. She further alleges that >at the date of her husband’s death he was indebted for the full amount of the purchase price of the land then held in his name; that the six children of their marriage were then all minors; that she thereupon took up the burden of caring for her children and paying for the land, and succeeded in doing so; and that the subsequent conveyance of the title to her was made and executed by her children without fraud or undue influence and with full knowledge of the nature and legal effect of the transaction. She also pleads the statute of frauds
As will be seen, the case presents practically the aspect it would bear if the mother had not disposed of the land and the son was in court asking .to have his conveyance to her set aside for fraud or undue influence in its procurement. The conveyance is admitted, and, in order to avoid it, the burden is upon the grantor to clearly establish the alleged fraud, or to show such relation of trust and confidence between himself and the grantee that equity will cast upon her the burden of showing the good faith of the transaction. Perceiving the force of this suggestion, appellee alleges in his petition, and his counsel assert in argument, that almost as soon as he arrived at age, and while he was still a member of the family and under the immediate influence and control of the appellant, and in ignorance of his rights, she procured the deed from him without consideration. Assuming, without deciding, that this claim, if true, discloses a relation of trust and confidence which would require defendant to prove the good faith of the transaction, the fact of the age of the appellee at the date of the deed becomes one of material consideration. Unfortunately the record in this respect is confusing. In one place plaintiff is made to say that he was born December 1, 1872, and if this be correct he was at least twenty-seven years old when he. made the deed. In the list of heirs of Carl Schmidt, deceased, filed in the probate records December 12, 1891, his age is given at fifteen years, which would show his age at the date of the deed to be over twenty-three years. Again he testified that when his father died in October, 1891, he was fourteen years old. This, if literally true, would show his age when he executed the
Neither are we impressed with the showing of the appellee’s ignorance of the nature and extent of his interest in his, father’s estate. A son’s right to inherit from a parent dying intestate is a matter of such general and familiar knowledge that it is hardly possible to conceive of a boy of average intelligence arriving at his majority ignorant of the general legal principle governing such eases. It is not a. matter of technical learning. In its essential features it is a part of the common understanding of the people of every rank, class, and grade. Appellee may not be a man of the highest order of intellect; but his thrift and prosperity demonstrate his business capacity and shrewdness, while his testimony, as shown by the record, indicates no serious lack of mental quality. Indeed, his claim of ignorance concerning his rights as an heir of his father is to a great extent neutralized by his own admissions. Among other things, he says that when he was nineteen years old his mother told him she thought it would be best to sell the farm, and that in such case she would pay the children each $500 and lend them the remainder on interest so they could each buy a farm while land was cheap. The suggestion • was not acted upon, which was perhaps fortunate, in view of the subsequent increase of the property in value. Moreover, it is impossible to believe that this careful, frugal, saving young man of twenty-three ■could have gone through the form of executing and delivering a warranty deed of his own one-ninth interest in this land without any idea of the nature and effect of the transaction. His story is that on the day in question he, with his three brothers, went to town for the purpose of having their photographs taken, and while there Christian asked or suggested that they “go up to Mr. Ward’s office and sign those papers.” This he claims was his first knowledge
We shall not extend this opinion to detail the appellant’s own story, for we are persuaded that, giving the testimony offered by the appellee and on which he relies the utmost weight to which it is reasonably entitled, it falls far short of that clear and convincing character which equity demands for the foundation of a constructive trust. It is far easier as it is far more creditable to human nature to believe that these sons of a widowed mother, feeling the weight of the moral obligation imposed upon them by the request of their dying father, and recognizing their indebtedness to her for care, nurture, 'and support, voluntarily united in making this 'deed, thereby securing to her a comfortable support for the remainder of her life, than it is to believe that the mother by a system of concealment .and deception reared her children in ignorance of their rights, in order to mould them to her will and secure from them a surrender of their patrimony. The transaction was in itself neither unfair nor inequitable. She had taken hold of the property when it was loaded with debt. By her management and labor, aided of course by her children, the debts had been paid and the family kept intact until its younger members were able to care for themselves. These five stalwart young men did not need the property. They could make their way in the world without it. Their mother did need it. The prime of her life and strength had been given to their rearing. Age and its infirmities were' for her already in sight, and their act in thus insuring her against the ills of a dependent old age is one of such commendable nature that it is much to be regretted that any of them should have repented it. Moreover, while the title to the property passed out of the sons, it was not forever lost to them. The appellant had demonstrated her ability to care for it. She was not a waster or spendthrift. She would use no more of it than was required to meet her
The onus probandi is clearly upon the appellee to overcome the legal and natural presumption that he made the deed for the purpose therein expressed, and to show that he was induced to its execution by the fraudulent or inequitable conduct of the appellant. This requirement he has not met, and the conveyance must be upheld. He was therefore not entitled to demand or receive any part of the proceeds of the sale of the land by the appellant, and the judgment below giving to him such relief can not be sustained.
The demand by the appellee based upon defendant’s failure to properly administer upon the estate was denied by the trial court, and, as he has not appealed, we do not consider it.
Of the further demand for an accounting of the rents and profits and of a share in the proceeds of the sale of the nine-aere tract of land, it is sufficient to say that, if ever enforceable, which we do not decide, they are barred by the statute of limitations.
The principles which we treat as controlling in this case are elementary, and there appears to be no occasion for the review or discussion of precedents.
The appellee’s petition should have been dismissed, and the cause will be remanded to the district court for that purpose. — Reversed and remanded.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.