Moore v. Moore
Moore v. Moore
Opinion of the Court
This is a suit in equity in which the plaintiff and the defendant Moore are brothers, and the sole surviving heirs at law of Mary J. Moore, who died on May 30, 1923.
The bill seeks a cancellation of a deed given to the defendant by Mary J. Moore on March 10, 1922. It alleges that the mother “was not of sufficient mental capacity to understand the effect of said instrument or the circumstances under which it was made and/or brought about and was incapable of making a valid deed; that . . . [the] mother solely intended ... to thereby procure a fund of money by mortgaging the said premises whereby her extreme wants and needs might be supplied and paid for; that no monetary consideration passed to the mother from the . . . [defendant], Moore, who stood in the highest degree of confidential relationship to his mother, and who likewise stood in a confidential relationship to the . . . [plaintiff]; and that
The answer of the defendant, in substance, stated that said deed was a valid deed, given for a good and sufficient consideration, and denies the material allegations of the bill regarding the decedent’s physical and mental condition and her incapability of making said deed or of understanding the effect thereof. It also alleges loches on the part of the plaintiff.
The case was referred to a master who made two reports, one upon the matter of cancellation and one upon the matter of accounting. The case comes before this court on appeal by the defendant from an interlocutory decree overruling his exceptions and confirming the reports and from the final decree. The plaintiff has taken no appeal to the final decree, and as to him it must stand. The evidence is not reported and the findings of fact by the master must stand unless clearly wrong.
As found by the master the pertinent material facts are as follows: The premises were bought in 1911 by the defendant Moore in the name of the decedent, with money, part of which was furnished by him and part by two mortgages, one for $3,500 and one for $300. The second mortgage was discharged in 1919, and the money advanced by the defendant was repaid to him by the decedent. At the time of this purchase the defendant also purchased for himself the adjoining premises where he has resided with his wife and children ever since. At the time of the hearing he was about fifty-one years of age and was in fairly comfortable circumstances.
At the time of the hearing the plaintiff was forty-nine years old, and had for several years been connected as a salaried man in the business of making and selling automobiles and accessories. Since 1911, with his wife, daughter and son, he resided with the decedent until her death; furnishing to her board in return for the use of the house, rent free.
"The decedent died on May 30,1923, at the age of seventy-one years, four months and twenty-one days. According to
“In 1916 the decedent had a fall whereby her elbow was dislocated and her nose broken. As a result of this, it was very difficult for her to use her arm in writing, combing her hair, dressing herself and going up and down stairs. In 1918 she was obliged to call in her attending physician, Dr. Knudson, for an ailment which the doctor diagnosed as arterio sclerosis or hardening of the arteries and Bright’s disease. The disease assumed such proportions that at least as early as 1920 the doctor advised her to give up teaching as tending to aggravate the .disease. She, however, continued to teach until the fall of 1921. During the school year from September, 1920, to June, 1921, inclusive, a great deal of the manual part of her teaching, such as making reports, writing on the blackboard and keeping records, was done for her by her assistant teachers. During this period and for the remainder of her life, she had to have assistance in conveying her food to her mouth because of her physical ailments.
“In August, 1921, she had an attack of dizziness and a slight shock, causing her to fall on the stairs of her home. At this time she was laid up for one or two weeks. During this attack, she had some hallucinations, claiming that people were poisoning her and that her casket was in the attic. These hallucinations did not continue, but as a result of the shock her mouth was thereafter drawn down on one side. At the opening of the school year in 1921, she decided to give up teaching, but returned to school for the purpose of organizing it and getting it going, and remained there until November 1, 1921. She hoped that on her retirement, she would receive the full pension of half pay, but discovering
“On November 1, 1921, when the decedent retired from teaching, the . . . [plaintiff] was receiving $15 a week salary. He had not been very successful in business and had held several positions. His wife had helped out somewhat by doing dressmaking at home. In consequence of the decedent’s retirement from teaching, the . . . wife, in November, 1921, was obliged to extend her activities as dressmaker by taking steady employment outside the house. Up to that time . . . [she] had taken care of the decedent, but thereafter, on account of her occupation as a dressmaker, she was not able to do so and a housekeeper was employed by the . . . [plaintiff].
“The decedent was under the doctor’s care from 1918 until the time of her death. After she gave up teaching, she was practically confined to the house and gave up all active participation in outside affairs. Her eyes had been affected for some time, and Dr. Knudson had forbidden her to read because of possible aggravation of her disease. She would read the headlines of the newspapers, but for the most part some one read to her. She took occasional walks with an attendant until a short time before her death.
“About February 25, 1922, the decedent had another attack of dizziness, rendering her unconscious for a whole day, from which she did not entirely recover for four days afterwards. A nurse named Miss Butler, ’ with hospital training but not a graduate nurse, was sent by Dr. Knudson to take care of the decedent, and she stayed until May 30, 1922. From that time until the day of her death, the decedent was under the constant care of a succession of nurses. During the attack of February 25, 1922, she was very weak and somewhat delirious. Her temperature on that date was one hundred and one.
“About two or three days before March 10, 1922, William J. Drew, Esquire, an attorney at law of high standing and
"I find that at the time of the execution of the deed, the only resources of the decedent were the said No. 36 Richwood
In contradiction of the defendant’s explanation regarding the deed that “two or three days before its execution his mother told him, no one else being present, that she had decided to give him the property, whereupon he said, ‘Very well, I will get Mr. Drew to draw the deed,’” the master found on all the facts that, while the decedent was not insane or mentally incompetent, her mind was not sufficiently alert, owing to her illness, to grasp the legal effect of the deed unless the same was explained to her; that she did not intend to convey said property outright to the defendant, but did intend to arrange for the raising of money thereon; that the details whereby this was to be accomplished did not occupy her attention; that she did not understand at the time of the execution of the deed that she was giving the whole property away without condition and without consideration; that the defendant knew his mother’s state of health and her financial situation, and had reason to know that she understood the object of the transfer to him was the obtaining of a mortgage on her property for her support, and that she did not intend to convey the equity outright.
The assertion by the defendant (found by the master to be false), that the decedent gave him the property, the existence of confidential relations between him and the decedent, his failure to make sure the decedent understood the legal
It is plain the defendant as the financial agent of the decedent was bound to account to his principal for the estate conveyed and for the uses of it, whether the estate was retained by him, mortgaged or sold. Since the bill was filed the premises have been sold for $9,500, out of which the mortgage of $3,000 has been paid and the sum of $5,000 deposited in court to await the disposition of the suit. We find no error in the account as stated by the master and confirmed by the court.
Decrees affirmed.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.