Peterson v. Lindquist
Peterson v. Lindquist
Opinion of the Court
The plaintiff brings suit as administrator of Stina Lindquist to set aside an alleged transfer to defendant of promissory notes and a mortgage for $2,000 and interest. The transfer, if made at all, was made by the deceased during her last sickness and about a month prior to her death:
a. It was made without any consideration only an alleged oral contract to care for his mother during her life and to pay her funeral expenses.
b. It was obtained by fraud and undue influence, and when the mother was feeble-minded and incompetent and helpless, and in the power of the defendant.
c. There was in fact no transfer of the notes and mortgage. The alleged transfer was not signed by the deceased, and she never delivered to the defendant either the notes or the mortgage.
No one can read and consider the evidence without coming to the conclusion that defendant ivas a bad and undutiful son, and that his testimony is worthy of no credit. He had two deceased brothers, John and Charlie. He managed to get all the estate of Charlie, and he did his best to get and to hold the estate of John.
To secure her rights the mother was forced to retain a lawyer and to incur expense and delay. She retained C. B. Miller, an attorney and member of Congress, of Duluth, Minnesota, and it took him three years
The testimony is -in keeping with that of the sister, Lottie Richards, of Duluth. She testifies: “One day Oscar came to my house, and mother was there, and he asked her to settle up with him for her interest in the estate of John. Mother said, ‘You will have to go and see my attorney/ and he threatened her 'and swore at her and called her names. He threatened her so much, my mother would not let my husband leave the house. He laid off from work until we got my younger brother Julius to stay with her in the daytime until Oscar left town. She was afraid of him.”
A short time before the decease of the mother, Lottie, with her husband, went to visit the mother, and insisted that she should have a doctor. Oscar refused, and ordered them out of the house, and while they were in the house he gave them no chance to speak with the mother, and of course he said not a word to them about the transfer of the notes and mortgage.
The testimony fairly shows that Oscar has not the virtue of truth and honesty, so that what he says concerning a contract with his deceased mother has no probative force. --------
Q. What did you say?
A. I said, “Sign them over if it was to be any good.” He said: I directed her that the assignment would be better than a will.
And so, when she was too weak to sign her name, too weak in body and in mind, he got her to touch her hand to the penholder while making a mark. But while she lived she retained possession of her notes and mortgage, and she never thought of turning them over to her cruel and dishonest son, who doubtless brought her to his house for the purpose of robbing her, and not to show her any kindness, not to secure for her medical treatment. It will bode ill for the cause of justice when such a transaction meets the sanction of any court.
It is true that the testimony of Erik Johnson, who filled out the assignment blank, is that she appeared quite rational and was able to sit up and to direct him to fill out the blank, but he was near to Oscar’s house. He was a trader, and in giving his testimony he felt disposed to argue the case, and he volunteered to come from Wisconsin to this state to give his testimony. The chances are he did not do it for nothing. The testimony of the several witnesses residing at.or near Palermo show that when the sick woman left for Wisconsin she w.as not competent to do business, and of course her mental and physical condition was not improved by the duration of her sickness and her approach to death. When she made her mark on the paper she was absolutely at the mercy of her cruel and dishonest son, who refused to permit her other children to converse with her. Eor him to insist on her making the transfer was to put her between the Devil and the deep sea. She was in no position to say no. It may be true that the helpless mother did freely and knowingly consent to do an unkind and unmotherly act by making the assignment and the marking, but the chances are it is not true.
It is impossible to determine the facts with any real certainty. We see not the wireless waves and the operation of electricity or of the mind, and yet we know there are times and conditions when a strong mind dominates and enforces a weak mind. We know that when the body is captive the mind is not free. In any view of the case to decide for the defendant would be to give sanction to a mean unconscionable act, while
It may be worthy of note, the deceased never delivered the notes or the mortgage to defendant. She kept them in her trunk until she died.
Oscar testifies: She got to his place November 15, 1912, made the assignment December 12, died February 2.
Q. The mortgage and notes were left in her trunk until she died ?
A. Yes, I had seen them at Palermo.
Q. She never gave them to you ?
A. No, she didn’t.
Q. She kept them all the time ?
A. Yes, she kept them.
Q. Until she died ?
A. Yes.
It also appears that when he learned that she had proved up on a homestead of her son John near Palermo, he thought she might be worth looking up and went there to see her. He went to her shack near Palermo, remained with her an hour about noon, went back to Palermo and loafed around without going to bed until the next day about noon, when he took the train for home. And that was the first time he had seen his mother in seventeen years, except for an hour at Duluth when he cursed her and swore at her and threatened her.
Ordered that judgment be entered in favor of the plaintiff as demanded in the complaint.
Reversed and remanded.
Dissenting Opinion
(dissenting). This is an action which is prosecuted by an administrator to set aside the assignment of a certain mortgage, and to secure possession of the notes secured thereby. The plaintiff alleges the execution and delivery to the deceased of the notes and mortgage by one Larson, and that the same were the property of the deceased at the time of her death. The defendant, on the other hand, claims that the notes and mortgage were duly assigned to him in payment of services rendered and money expended, and in consideration of his promise
I can see no legal reason for reversing the judgment of the trial court. The only questions involved are whether there was a delivery, and whether fraud and undue influence were proved.
As far as fraud and undue influence are concerned, the plaintiff introduces no positive testimony, but inferences merely, and opposed to these inferences are not merely the positive denial of the defendant himself, but the positive .testimony of the doctor, who last attended the deceased, of the two persons who witnessed the assignment of the mortgage, and the indorsement of the notes, and of the justice of the peace who acknowledged the assignment. These witnesses are, with the exception of the doctors, the only disinterested witnesses in the case. They testify that the assignment was willingly signed and without any fraud, compulsion, or duress, and that the deceased was in a proper mental condition to execute the same. Their testimony is also positive that the assignment was made for the purpose of paying the said Oscar for his services rendered and for his care of the deceased.
Though the doctor at Palermo testifies that before the deceased left Palermo she acted in an eccentric manner, he in no place testifies that she really lacked in legal capacity. The doctor in Wisconsin testifies that shortly before the execution of the instrument, although her vitality was not very good, he could see nothing unusual as far as her mental •capacity was concerned.
There is, in short, in this case nothing on which to base any claim of duress or fraud, except the fact that until shortly before the assignment of the mortgage the plaintiff had taken but little interest in his mother. The testimony, however, shows that this was true of all of the children, and that this was no doubt due to the attitude of mind of the deceased herself. As far as I can learn, indeed, there are no equities in the case. Since the deceased left some other property, namely, her claim in North Dakota, and a house, there seems also to have been some provision for her remaining son and daughter.
The case, indeed, is a peculiar one. Throughout it seems to illustrate not the pleasant and usual simple and unselfish annals of the poor, but those which are sordid and selfish. The Lindquists were natives of Sweden. They emigrated to this country when Oscar was but a child, and
Though, indeed, it is unquestionably the law that transfers of this kind should be carefully scrutinized by the courts of equity, I find no proof of undue influence in the case which is before us. I see no reason, indeed, why the deceased should have been solicitous for the welfare of her other children, and, as I have said before, some property was left for them.
It is also maintained that a gift obtained by a child from a parent, to whom he stands in a confidential relation, is prima facie void, and the burden of proof is on the donee to show that it was a free unbiased act of the donor. This, undoubtedly, is the law; but not only has the burden of proof been met, but the proof tends to show that the transfer was for a valid consideration, namely, money expended, care bestowed, and the promise to take care of the deceased during the remainder of her life.
Nor is there any merit in the contention that no delivery is proved. The evidence shows that .the assignment was recorded,by the defendant a short time after it was made. He testifies that it was given to him. lie also testifies that he was told that he could take the notes from the trunk whenever he desired. They were in his possession at the time of the trial, and prior thereto. There is certainly a presumption of due delivery, and this presumption has not been overcome. Hall v. Cardell, 111 Iowa, 206, 82 N. W. 503; Cecil v. Beaver, 28 Iowa, 241, 4 Am. Rep. 174; Nowlen v. Nowlen, 122 Iowa, 541, 98 N. W. 383.
It is to be noted that at the time the assignment of the mortgage was made the notes were also indorsed by the deceased, and the indorsement was witnessed by the same parties that witnessed the assignment of the mortgage.
No point can be made on the ground that part of the testimony of the defendant, Oscar Lindquist, involved a transaction with a deceased person, as this testimony was either elicited from the witness by the plaintiff himself, or, if given on cross-examination, was not objected to, ■
I am of the opinion that the judgment of the District Court should be affirmed.
Reference
- Full Case Name
- ALBERT PETERSON, as Administrator of the Estate of Anna Stina Lindquist v. OSOAR LINDQUIST
- Cited By
- 1 case
- Status
- Published