Buuck v. Kruckeberg
Buuck v. Kruckeberg
Opinion of the Court
On January 31, 1947, one Carrie Blume and her son Walter C. Buuck, the appellant herein, were the owners, as joint tenants with right of survivorship, of certain real estate in the city of Fort Wayne, Indiana, and on said day the said Carrie Blume
In support of his contention that the deed in suit was procured through the exercise of undue influence the appellant relies upon the fact that he is the only son and heir of Carrie Blume, that the appellee was a stranger to her fireside and paid no consideration for the property conveyed to him although it had a reasonable market value of $18,000 to $20,000 and that at the time said deed was executed Carrie Blume was seriously ill in mind and body. Such a situation, the appellant asserts, shocks the conscience of the court and imposition or undue influence must be inferred. If these facts presented the entire picture disclosed by the evidence we believe there would be merit in the appellant’s contention, Stayner v. Nye
The appellant’s position in reference to his mother’s mental condition at the time she executed the disputed deed may be summarized as follows: All the medical experts who testified agreed that at such time Carrie Blume was mentally sick; that her trouble was a form of insanity known as paranoia which is characterized by seemingly normal conduct and conversation by one so afflicted; that the only evidence in the case tending to prove her of sound mind is the opinions of lay witnesses based on what they saw her do and. what they heard her say and therefore such evidence is of no probative value and leaves- the proof of her insanity undisputed.
During the course of the trial the appellant called one William L. Hofius as a witness. He testified that he is a minister and institutional chaplain of the Lutheran Church and as such has been conducting religious services and administering to the spiritual needs of institutional patients in Fort Wayne since 1941. During 1943 he made regular calls upon a member of the Lutheran Church who was confined in Carrie Blume’s nursing home and thereby became well
These rulings were made upon the theory that the testimony of the witness concerned matters communicated to him as a clergyman as to which he is made an incompetent witness by Burns’ 1946 Replacement, § 2-1714. The statute, however, made the witness incompetent only as to “confessions or admissions” made to him “in course of discipline enjoined by” his church. It is apparent that the testimony of Rev. Hofius concerned neither a confession nor an admission on the part of Carrie Blume made to him in the course of any disciplinary action enjoined upon him by his church. He was clearly a competent witness and it was error to strike out his testimony and to refuse to receive his opinion based thereon as to Carrie Blume’s soundness of mind. Knight v. Lee (1881), 80 Ind. 201; Gillooley v. The State (1877), 58 Ind. 182. The appellee tacitly admits this but insists
Upon the question of the soundness' of mind of a grantor at the time of the execution of a deed the opinion of a lay witness, intimately acquainted with such grantor for a number of years, who has observed and conversed with her at various times before and after the time inquired about, is admissible. Folger v. Barnard (1920), 73 Ind. App. 523, 125 N. E. 460. This rule disposes of the appellee’s first contention above indicated which it seems to us, goes to the weight to be given such an opinion rather than to its admissibility. After the court refused to permit Rev. Hofius to express his opinion as to Carrie Blume’s sanity, the appellee attempted to cross-examine him on the testimony he had already given. At this point the court said, “Now Judge (referring to appellee’s counsel) there is no probative evidence here of any kind or character. I don’t see why there should be any cross-examination.” And thereupon the entire testimony of the witness was stricken out. From this incident the appellee assumes that the evidence, had it remained in, would not have influenced the court’s ultimate decision and indicates conclusively that any error involved was harmless. The record indicates that the court’s rulings were prompted by the impression that it was dealing with a wholly incompetent witness and therefore any testimony he had given or might give could have no probative value. We find nothing in the record indicating that the court’s attitude toward this evidence would have been such had it believed the witness to be competent and his testimony therefore
R. C. Parrish and Ralph J. Miller, both of whom had been Carrie Blume’s attorneys in various transactions during her lifetime, were permitted to testify concerning matters communicated to them in the course of their professional business. At her death Ralph J. Miller was appointed executor of her estate and was so acting when this case was tried below. In such capacity he made a formal waiver of privilege and relying upon such waiver the court heard testimony by both him and Parrish as to a long series of confidential communications. The appellant insists that this was error in that the statutory privilege protecting communications by a deceased person to her lawyer can be waived by her executor or other personal representative only in support of his trust. That Ralph J. Miller, in his representative capacity, is not a party to this suit and the property involved in no event can become an asset of Carrie Blume’s estate and thereby a matter of her executor’s concern in connection with his trust. This is true, it is urged, because the appellant and Carrie Blume held title to said property as joint tenants with right of survivorship and if the deed to the appellee
On the other hand the appellee contends that the right to prohibit disclosure of communications between attorney and client belongs to the client who may waive it at his pleasure and after his death the right of waiver accrues to the decedent’s personal representative if the purpose of the waiver is to supply evidence which tends to uphold the decedent’s acts.
In our opinion neither of these contentions is applicable to the facts in this case. It is true the right to prohibit the disclosure of confidential communications munications between attorney and client belongs to the client and after the client’s death accrues to his personal representative, but where the client’s interest has been assigned and the client or his estate cannot, in any event, have any interest in the matter assigned, it seems proper to say that the privilege is transferred to the assignee for the purpose of waiver, so far as the communications affect merely the realization of the transferred interest. VIII Wigmore on Evidence, § 2328 (3rd ed.). Under the issues here joined the appellee’s realization of the interest transferred to him by the deed in dispute depends upon Carrie Blume’s mental capacity to make it. Her estate can in no way be affected by the determination of that question. It therefore follows that the right to waive the exclusion of any confidential communications made by Carrie Blume to her lawyers which would tend to establish her mental capacity to make such deed rests with the appellee. We think the use of Parrish and Miller as witnesses by the appellee constitutes the exer
Because of the erroneous exclusion of the testimony of Rev. William L. Hofius the judgment is reversed and the cause remanded with instructions to sustain the appellant’s motion for a new trial.
Royce, J., and Martin, J., concur with opinion.
Concurring Opinion
CONCURRING OPINION
I agree with the majority that this case must be reversed because of error in excluding the testimony of the Rev. William L. Hofius. In my opinion this is all that is necessary or proper for this court to decide in this case. Sec. 2-3233, Burns’ 1946 Replacement, providing in part as follows: “The Supreme Court may reverse or affirm the judgment below, in whole or in part, and remand the cause to the court below, but the court shall not reverse the proceedings any further than to include the first error.” (My emphasis).
I express no opinion as to the sufficiency of the evidence or on the tenuous reasoning (not relied upon or presented by the briefs of the parties) for holding the court did not err in permitting R. C. Parrish and Ralph Miller to testify as to matters communicated to them in the course of their professional relationship with the decedent.
Martin, J., concurs in this opinion.
Note. — Reported in 95 N. E. 2d 304.
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