Stone v. Morgan
Stone v. Morgan
Opinion of the Court
The claim in this case is in two paragraphs. The first is as follows:
“Estate of William Stone to John D. Morgan, guardian of Samuel Briscoe, Dr., 1886 to 1892. To services rendered under contract with decedent in performing manual labor in attending to his physical wants, to making rails, cutting wood, looking after his farm and pérsonal property, by which the said decedent agreed to will to the said ward the whole of his estate, valued at §13,500.00.”
The affidavit thereto attached is, in substance, that said thirteen thousand five hundred dollars, the balance shown in said account, is justly due and owing to him.
A demurrer was' overruled to this paragraph and proper exception reserved. Appellee, on trial by jury, recovered verdict for $8,112.00, on which judgment was rendered against the estate. The only theory on which the first paragraph can be sustained is that it is an action to recover on the quantum meruit the value of the services rendered. In our opinion this position is not tenable. The first paragraph is a complaint to recover on the alleged special contract therein mentioned. The value of the services is not referred to. The gravamen of the action is to recover the value of the property. It is not an action to recover for the value of the services rendered, but is an action to recover the value of the whole estate. Puterbaugh, Admr., v. Puterbaugh, 7 Ind. App. 280; Knight, Admr., v. Knight, 6 Ind. App. 268; Hershman, Admr., v. Pascal, 4 Ind. App. 330; Taggart, Admr., v. Tevanny, 1 Ind. App. 339; Forester v. Forester, 10 Ind. App. 680.
This paragraph does not show a prima facie indebtedness against the estate. Brown, Admr., v. Sullivan, 3 Ind. App. 211. The record does not disclose whether the verdict was based on one or both paragraphs of the complaint.
The demurrer to the first paragraph of the complaint should have been sustained. For this error the judgment of the trial court should be reversed. So far as any objection has been urged to the second paragraph it may be sufficient. It occurs to us, however, that, under the most favorable construction, in view of the averment that appellee was placed in possession of all the property, the failure to convey or devise it to him would only entitle him to recover nominal damages. If it is true that he has the property he is certainly not entitled to recover its value.
It is not necessary, however, to consider this question. Neither are we required to determine whether the motion for a new trial should have been sustained.
The judgment is reversed, with instructions to sustain the demurrer to the first paragraph of the complaint, with leave to amend each paragraph if desired.
Dissenting Opinion
Dissenting Opinion.
Dissenting Opinion
I am unable to agree with my associates in the conclusion reached, that the first paragraph of the complaint is insufficient, and in the reversal of the cause. After a most careful consideration of all the questions involved in this appeal, I am of the firm conviction that the judgment should be affirmed.
The holding of the majority that the first paragraph is bad on demurrer and that it was reversible error to overrule the demurrer to it, I regard as a radical departure from the established practice, as well as in con
This action was instituted in the Monroe Circuit Court by 'the appellee as guardian of Samuel Briscoe, a minor, and against the appellant, as administrator of the estate of William Stone, deceased. The cause was tried by a jury which returned a general verdict for the appellee in the sum of $8,000.00, on which judgment was rendered.
Three errors are assigned in this court, (1) the overruling of the demurrer to the amended first paragraph of the complaint; (2) the overruling of the demurrer to the second paragraph of the complaint, and (3) the overruling of the motion for a new trial. The demurrers were for want of facts.
The first paragraph is informal and somewhat indefinite in its allegations, but it shows that the estate of the deceased became indebted to the appellee on account of services ‘ ‘ rendered under contract with the decedent in performing manual labor; in attending to his physical wants; to making rails, cutting wood, looking after his farm and personal property, by which the said decedent agreed to will to the said ward the whole of his estate valued at $13,500.”
This paragraph or claim was duly verified by the appellee and in the oath it is stated that said amount ‘ ‘ is now justly due and owing to him.” In filing claims against the estates of deceased persons, the statute does
Under the reform procedure adopted by our code, both legal and equitable jurisdiction is conferred on the circuit court, and both legal and equitable remedies may be blended in the same paragraph of complaint or cause of action. The complaint should demand the relief to which the plaintiff may suppose himself entitled, and if the recovery of money be demanded the amount thereof should be stated. Sections 341,R. S. 1894; 339,R. S. 1881. But a failure to make a demand or an improper prayer for relief will not render a complaint bad on demurrer if the facts pleaded show the plaintiff entitled to any. relief whatever. Baker v. Armstrong, 57 Ind. 189. In speaking of the union or combination of legal and equitable jurisdiction and remedies in the same court under the reform procedure, Mr. Pomeroy, in his work on Specific Performances of Contracts, section 498, uses this language: “In some of the States the courts have gone a step further and have allowed damages, even though the plaintiff knew, or had reason to know at the time of bringing his suit, that a specific performance was impossible; but only when such relief in the equity action is necessary to prevent a failure of justice. As an illustration, if a suit is brought to specifically enforce a parol contract within the statute of frauds, the relief being sought on the grounds of part performance, and
In Sternberger v. McGovern, 56 N. Y. 12, it was decided that if a complaint state facts constituting a cause of action for specific performance of a contract, and also for damages for the breach thereof, a failure of the first will not prevent a recovery on the second, whatever may have been the prayer for relief. See also Pomeroy’s Eem. and Eemed. Eights, sections 76 to 86, inclusive.
It occurs to me that more technical rules of pleading and practice ought not to be applied to claims against estates than are applied to the ordinary civil actions, and that is what the majority opinión does if I correctly understand it.
A large discretion is given to the trial court in the settlement of decedents’ estates. It is the ultimate guardian of the interests of the estate, and when it is satisfied that substantial justice has been done, it may disregard technical errors of pleading and practice. If the pleading is sufficient to bar another action for the same subject-matter, and sufficiently apprise the defendant of what he is required to meet, this court ought not disturb the discretion reposed in the trial court upon a barren technicality. I am of the opinion that there was no error in overruling the demurrer to the first paragraph.
In the second paragraph of his complaint, the pleader has adopted formal pleadings and within the rule announced in Wallace v. Long, supra, Her simian Admr., v. Pascal, 4 Ind. App. 330, he is bound by the theory adopted. It is alleged that the decedent, William
The first objection urged against this paragraph is, that the contract declared on is within the statute of frauds, and therefore is not enforcible.
In Wallace v. Long, supra, a contract somewhat similar was held to be within the statute. It was there alleged that the ward faithfully performed the contract on her part, but there was no allegation that possession had been taken under the contract. It was said that ‘ ‘ if the statute of frauds presents no obstacle to the enforcement of the contract, then so far as the record discloses, none exists. It cannot, of course, be denied that if the contract had been in writing, or' if in pursuance of an oral contract, the plaintiff had been put in complete possession and she had otherwise fully performed on her part, specific performance could have been enforced.” This case differs from that in this essential respect: It is here averred ‘ ‘ that in pursuance of the said agreement the said decedent put his said son in possession of all said real estate and of a part of said personal property.” This averment takes the contract out of the statute. “It is not essential that the contract should expressly stipulate for the delivery of possession; if the possession is taken in pursuance and execution of the agreement, and with the knowledge of the vendor it is a good part performance, although the contract be silent in respect to it. ” Pomeroy Spec. Perf., section 117; Drum v. Stevens, 94 Ind. 181 (183).
If an action for specific performance will lie upon the facts alleged, surely an action for damages will lie. In such cases the plaintiff may elect to sue in equity for specific performance or at law for damages. Snodgrass v. Snodgrass, 32 Ind. 406. If he is entitled to specific performance but choose damages in lieu thereof, the market value of the property agreed to be conveyed or devised is the measure of damages. Puterbaugh, Admx., v. Puterbaugh, 7 Ind. App. 280; Case v. Wolcott, 33 Ind. 5; Hopkins v. Lee, 6 Wheat. 108.
As the effort is to recover the value of the property, it is contended that it is equivalent to an action for specific performance, and that the same rules of pleading apply as in cases of specific performance; that it appears from the complaint that the ward at the time he entered
There may be some reason for the rule contended for when the contract is executory as to both parties, but when the infant has performed his part of the contract he may have specific performance. Yerkes v. Richards, 153 Pa. St. 646. Waterman’s Spec. Perf., sections 265, 197, 196 and 226 and notes.
It is here averred that the infant fully performed the contract on his part. There is nothing in this paragraph to disclose that the infant has ever been dispossessed of the property, but no objection is made to it in this respect. It is in any event good for nominal damages. There was no error, in my judgment, in overruling the demurrer.
The majority opinion concedes the sufficiency of the second paragraph. The first and second paragraphs both declare on the same transaction; the only difference being that the allegations of the second are more specific than those of the first. Conceding that the first paragraph is bad and the second good, as determined by the majority opinion, it is clear that all the evidence that
The statutes expressly forbid an appellate court to reverse a case under the circumstances shown by the record before the court. The sections of the statute are as follows:
“But no objection taken by demurrer, and overruled, shall be sufficient to reverse the judgment, if it appear from the whole record that the merits of the cause have been fairly determined.” Section 348,R. S. 1894; section 345, R. S. 1881.
“The court must, in every stage of the action, disregard any error or defect in the pleadings or proceedings which does not affect the substantial rights of the adverse party; and no judgment can be reversed or affected by reason of such error or defect.” Section 401,R. S. 1894; section 398,R. S. 1881.
“No judgment shall be stayed or reversed, in whole or in part, by the supreme court, for any defect in form, variance, or imperfections contained in the record, pleadings, process, entries, returns, or other proceedings therein, which by law might be amended by the court below, but such defects shall be deemed to be amended*62 in the supreme court; nor shall any judgment be stayed or reversed in whole, v or in part, where it shall appear to the court that the merits of the cause have been fairly tried'and determined in the court below.” Section 670,R. S. 1891; section 398,R. S. 1881.
There may be some occasion for holding it to be reversible error to overrule a demurrer to a bad paragraph of complaint when there are two paragraphs of complaint founded upon separate transactions, or where the proof under one cannot be made under the other; but where the same proof can be made under a good paragraph, it is inconceivable how a defendent can be harmed.
Courts should exist for the purpose of determining controversies and administering justice, not for the sake of disciplining the parties and prolonging litigation by a resort to barren technicalities, and especially should this be true in the settlement of decedents’ estates.
The first cause for a new trial is that the court erred in submitting the cause to the jury for trial. The contention is that the action is one for specific performance, an equity case, and triable by the court without the intervention of a jury. The action is not a suit in equity, but is an action at law for damages, and was properly triable by á jury.
The second, cause for a new trial is that the verdict is not sustained by sufficient evidence and is contrary to the law. It is insisted with much force and a large array of authorities that the evidence fails to establish such a contract as the courts will specifically enforce or give damages measured by the value of the thing agreed to be conveyed or willed. There was some evidence, although meager and unsatisfactory, as it appears to us, that tended to prove the contract and of possession taken under it. It is well settled that specific performance
Exceptions were taken to certain instructions given to the jury by the court on its own motion.
Appellee’s counsel insist that the instructions are not properly in the record. The record shows that the instructions were duly filed ‘1 and are as follows, to-wit. ” Following this statement are copied into the record a series of instructions, numbered from one to ten, consecutively, which instructions are signed by the presiding judge. This, we think, brings them properly into the record, and the presumption is that they were all the instructions given by the court. Lower v. Franks, 115 Ind. 334.
Objection is taken to that portion of instruction numbered three, which is in these words :
“As I said, before you can find for the plaintiff, you must find that he has proven the material averments of his complaint, by a preponderance of the evidence. You must find that Stone and Briscoe entered into a contract*65 as set out in the complaint. It is not, however, incumbent on the plaintiff to prove a contract in direct terms, hut he must prove such a state of facts and circumstances from which a contract can he inférred.” We discover no valid objection to this instruction. It is equivalent to saying that a contract may be established by indirect or circumstantial evidence. In judicial investigations facts are often as well established by inferences from circumstances as from direct evidence. Barr v. Chicago, etc., R. R. Co., 10 Ind. App. 433.
Objection is also made to instruction numbered six. It in effect told the jury that if it found that the contract was entered into between the deceased and the ward and possession of the property taken under the contract, the measure of the damages would be the value of the estate, both real and personal, which was agreed to be conveyed or willed.
It is insisted that the instruction is bad because the measure of the damages is not limited to the property of which possession was actually taken under the contract. The law is that when the contract is not within the statute of frauds the value of the property agreed to be conveyed is the measure of damages. If the contract were in writing the plaintiff would be entitled to recover the value of the property, although no part of it was ever taken into possession. It is not necessary to take a parol contract out of the statute that all the property should be taken into the possession of the plaintiff. Even if it be conceded that this instruction is bad it was corrected by. a subsequent instruction in which the court limited the recovery to the fair cash value of all the real and personal property the possession of which had been turned over to 'the ward under the contract.
In two elaborate printed briefs, filed by counsel for appellant, no objection is made to this instruction. It was only incidentally alluded to by them in the oral argument and no authority was cited to show that it is incorrect. Under such circumstances if any objections exist they should be deemed waived. But this aside. We find no infirmity in the first part of the instruction. If it is incorrect in any respect it must be in the last part or clause. It is not true that a parol contract will be enforced when the vendee has made full performance on his part. The contract must be taken out of the statute of frauds by possession taken under it.
It is possible to so construe the instruction that the last clause was intended as explanatory of the first, and that by complete performance on the part of the vendee is meant the payment of the purchase-price and taking possession under the contract. Assuming without deciding that the instruction is incorrect it does not follow that it harmed the appellant. It must be considered in connection with all the other instructions given. In a subsequent instruction the court said to the jury that the measure of the damages under the contract would be the value of the property, the possession of which was turned over to the appellee’s ward. To say that a parol contract for the sale of lands may be enforced upon complete performance on the part of the vendee may be incorrect as an abstract proposition, but when the measure of damages is limited to the value of property of which possession was taken it conclusively appears that the
There are other causes for a new trial discussed by counsel, but a careful examination of them convinces me that they are not well founded. I am of the opinion that the judgment should be affirmed.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.