Parker v. O'Bryen
Parker v. O'Bryen
Opinion of the Court
This is an action, begun in the probate court of Shelby county, for the allowance of a demand in favor of appellant against the estate of his mother, Rebecca Parker, deceased, founded upon a promissory note. The probate court allowed said demand against the estate. Upon appeal to the circuit court, and a trial de novo there, before the court and a jury, the court, at the close of all the evidence in
The note sought to be allowed against said estate is as follows:
“$800. June 24, 1902. At my death I promise to pay to the order of Robert B. Parker $800 for value received, negotiable and payable without defalcation or discount, and with interest from maturity at the rate of-per cent per annum, and if interest be not paid annually to become as principal and bear the same rate of interest.
Due at my death. Rebecca Parker.”
It appears that the father of this plaintiff died intestate in January, 1902, owning a tract of land in Shelby county, consisting of one hundred and sixty acres, upon which he lived with his family. He left surviving him a widow, Rebecca Parker, and four children, viz., Robert B. Parker (this plaintiff), Louis F. Parker, Mrs. Maggie B. Elliott and Mrs. Mary Broughton. The widow continued to reside at the old home. At the father’s death and thereafter, it appears that all of the children resided elsewhere, except this plaintiff, Robert. There is testimony to the effect that he, at the time of the execution of the note in controversy, was living in the house with his mother.
Shortly after the father’s death, it appears that an arrangement was entered into between the two sons and their mother to purchase the interests of the two daughters in the farm. This was finally agreed upon, and their interests were purchased by the two sons and the mother for $1600. It appears that the deed was prepared in April, 1902, executed June 4, 1902,
What the transaction was between the mother and these two sons is to be gleaned largely from the testimony of Louis F. Parker, the only witness who testified below on behalf of the plaintiff, his testimony being received without objection. In brief, his version of the affair is to the effect that, after his father’s death, his two sisters were insistent upon getting’ their interests out of the father’s estate, and were threatening partition proceedings; that his mother wag fearful lest she be disturbed in her use and enjoyment of the home place, and that she prevailed upon the witness and plaintiff to join her in purchasing the daughters ’ interests, to prevent a partition of the land. In any event, such purchase was made, the mother and the two sons each paying $533.33, a total of $1600.
In this transaction it seems that the sons first arranged with their mother for her to give them a deed to all of her interest in the .land, to take effect presumably at her death, in order that they might ultimately acquire the entire property. This plan, however, was abandoned for the reason, as it seems, that it was thought better for the sons to take notes, payable at the mother’s death, sufficient in amount to consume all of the latter’s interest in the property.
It is quite clear that the daughters were kept in entire ignorance of the execution of these notes by the mother, and that they knew nothing of what took place between their brothers and their mother, except that their interests in the land had been purchased as aforesaid. It seems that one of the daughters, Mrs. Elliott,
The mother, Rebecca Parker, died intestate on April 27, 1910, being then eighty-one years of age. Lonis was appointed administrator of her estate. There was testimony, in defense, to the effect that before administration was begun upon Mrs. Parker’s estate, and without divulging to the other heirs the existence of these notes, plaintiff and his brother, Louis, undertook to “settle” with the other heirs for something like seventy-five dollars; that failing in this, plaintiff declared that he and his brother intended “to get every cent” of their mother’s estate, and that they had some notes which they would present.
Though Louis held a note identical with that filed by plaintiff, in the probate court, he, as administrator, represented the estate in the trial there had with respect to the allowance of his brother’s demand, without employing counsel to defend on behalf of the estate. It further appears that this plaintiff, Robert Parker, owed his mother’s estate $500 upon a note executed by him, but that no effort was made by Louis, as administrator, to offset this against his brother’s claim.
After the trial in the probate court, upon the request of the heirs, who appealed from the judgment there rendered, the probate court appointed an administrator ad litem, one E. M. O ’Bryen, to represent the estate thereafter in the litigation.
There is much evidence in the record relative to the profits derived by the sons from the farm, after they and their mother had purchased the daughters’ interests therein, which it is unnecessary for us to relate in detail. Prom the evidence adduced, however, it would seem that the mother was merely allowed to remain and occupy the house, and that she, for some years at least, made her own living in large part, by raising chickens, selling eggs, butter, etc., and that
The defense was that the note was executed by Mrs. Parker without consideration, and that it was procured from her by undue influence exercised over her by the sons in their own behalf. Plaintiff does not contend that the note here is valid as a mere gift by the mother to take effect at her death, but contends that it is supported by an ample consideration; that consideration being the joining of Robert and Louis with their mother, at her request, in the purchase of the interests of the two daughters, to prevent the partitioning of the land, as is claimed, and to enable the mother to have the place as a home during the remainder of her life. In this connection it may be said that Mrs. Broughton testified to the effect that she did not desire the land partitioned, nor want to get her interest therein, but that she sold her interest at her mother’s request, and to satisfy the latter; and that partition proceedings were not threatened or contemplated.
Appellant also contends that no confidential relation was shown to exist between Mrs. Parker and her
But we think it altogether clear that the court committed no error in sustaining the motion for a new trial. Indeed, it appears beyond doubt that the evidence was such as to require the submission of the issues to the jury. It is true, as appellant says, that a promissory note imports a consideration. But this is a matter merely affecting the burden of proof. The transaction attending the execution of these notes was a most remarkable one, to say the least. The effect of it was that Mrs. Parker and the sons each paid $533.33 for the purchase of the two-fifths interest of the daughters in the land — Mrs. Parker filing her election to take a child’s share. Coincident with the final consummation of this transaction, Mrs. Parker gives to each of the sons a note for $800, payable at her death. By the transaction, therefore, this plaintiff, for the payment of $533.33, acquired a one-third interest in the two-fifths interest of his sisters in the land —which in itself is said to have been a good bargain— and also a note for $800 from his mother. It is not contended that there was any consideration for the note except that plaintiff joined his mother and brother in this transaction, at her request, as is claimed, to prevent a partition of the land by plaintiff’s sisters. It is denied that plaintiff and his brother were seeking to have the land partitioned, but on the contrary the sole contention is that the fear which the mother is said to have entertained on this score was brought about by the attitude of her daughters. And as we have said, there was evidence going to deny the latter.
At the time in question Mrs. Parker had her dower and homestead rights in the land, of which no one could deprive her, without her consent. Whether she
As to the defense of undue influence, we think it altogether clear that this too was. a question for the jury. The evidence shows that this plaintiff and his brother secretly transacted this matter with their mother, who was then quite advanced in years. That she wás entirely in the hands of her sons in the matter, is to be inferred from all the facts and circumstances in evidence. Her daughters were away from the home, and the entire matter was apparently concealed from them, not only at the time but during the entire eight years intervening before the mother’s death. There is some dispute as to whether this plaintiff was living with his mother upon the farm at the time the notes were executed. Louis, in testifying, said that his mother “never made her home” with either him or plaintiff. However, elsewhere in his testimony, he stated that at the time of the execution of the notes his mother was living with Robert, this plaintiff. At any rate the evidence adduced relative to the situation of the parties, the character of the transaction involved, and the attendant circumstances, was such as to cast upon plaintiff the burden of showing that absolute fairness characterized the transaction, and that no. advantage was taken of his aged mother.
Touching this question it is said in Street v. Gass, 62 Mo. l. c. 228: “The rule on this point is of universal recognition and'finds application commensurate with the existence of confidential relations. It is, however, chiefly invoked between parent and child,
Many other authorities might be referred to in this connection, but to do so would here serve no useful purpose. The only question now before us is whether the action of the lower court in granting a new trial should be sustained. No 'extended discussion of the questions inhering in the case is necessary for a determination of that which alone is now here for decision. That there are questions of fact to be passed upon by a jury we think is beyond dispute, and hence the trial court was clearly right in granting a new trial.
We may say, however, that under the circumstances shown in evidence respecting the relations between plaintiff and his aged mother, and the nature of the transaction itself and the circumstances attending it, we think that the burden was upon the plaintiff to show that this note was founded upon a valid consideration, that no advantage was taken of his mother, and that the note was not the product of undue influence or any species of imposition. The presumption afforded by the note is but prima facie, and is overthrown by proof of a confidential relation and the procurement of the note as a part and parcel of a transaction highly advantageous to the plaintiff.
The action of the circuit court in granting a new trial is affirmed.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.