Miskey's Appeal
Opinion of the Court
— The opinion of the Court was filed by
This was a proceeding on the equity side of the Court below. It was a bill, the purpose of which was to procure a decree, setting aside a voluntary conveyance, made by a son to his father, of the whole of his estate upon . certain trusts therein stated. The property conveyed was personal estate, and by the terms of the deed the income was to be received by the grantor during his life. After his death, the grantee was to pay ten thousand dollars, at his discretion, to the only child of the grantor, and the remainder of the estate was to be divided equally between his father, mother, and sister.
The value of the property conveyed was about $70,000, and the only consideration for it stated in the deed was the sum of five dollars, which, it is said and not denied, was never paid. Jacob A. Miskey, the grantor, had a wife and one child, a son, about fifteen years of age, at the time of his death. No provision whatever was made for the wife and none for the child, except the payment of $10,000, in the manner stated. The deed contained no power of revocation. Miskey’s wife and child were living apart from him at the time of his death, and for some sixteen months prior thereto, the separation having been
There is considerable testimony in the case of persons who saw Jacob A. Miskey with greater or less frequency, and saj that they never, or very seldom, saw him intoxi
James M. West, a member of the bar, who occupied an office in the rear of that of A. Miskey & Son, said: “I suppose I saw young Jacob Miskey every day. Had to pass his office-door to get into mine. ... I think he was the hardest drinker for a man of his age that I ever knew. ... I don’t think I ever saw him when he was entirely sober. He would be tolerably free from liquor in the early part of the morning, but by two or three o’clock in the afternoon he would be very drunk. This was a constant occurrence. He manifested it very often by making most terribly uncouth noises in his room, to the great annoyance of myself and those in my office. ... I have had occasion to go into his office, and found him frequently in such a condition that he would be unable to understand and apparently to answer a question that I would ask him. . . . Personally, he had all the appearance of being a habitual drunkard, very much bloated, and the general appearance of a man who drinks hard. ... As far as I can judge, most of the time he was not in condition to attend to any business at all. What little business I had with them I always transacted with the father on that account. I did not consider him fit to attend to business. ... I mean to say this: that my judgment was that he went to bed drunk at night, was so thoroughly saturated with the liquor that it wasn’t
Frederick Lay, also a member of the bar, having an office in the same building, across the hall from A. Miskey & Son, testified: “He was unquestionably a constant drinker, there is no doubt about that. . . . His appearance was that of a man who was, to put it plainly, soaked in whisky. . . . He really looked to me, and his speech and action indicated that he was a man who was semi-idiotic, imbecile. I wish to be understood that it was not the mere temporary effect of whisky, but he seemed to have got to that point where he was becoming — well, idiotic is the only expressive word.”
William P. Jones, who was a bartender, first at Prosser’s, on Market street, and afterwards at Price’s restaurant, on Chestnut street, said he first knew Jacob A. Miskey at Prosser’s in 1865, where he would come about three times a week, get a drink and his flask filled, and was then a moderate drinker. Afterwards he saw him at Price’s until in July, 1875. At the latter place, the witness testified, “he used to come there twice every day. I was behind the bar. He would come there about nine or ten — about ten — and get whisky, and I would fill his flask generally every morning, and also at noon. At dinner time he would get his flask filled.” . . . “When I saw him at Price’s he used to drink more. It grew on him. I can hardly describe it. He would take about half of an ordinary bar tumbler full of whisky.”
Being asked how Miskey ranked as a whisky drinker, as a moderate one or otherwise, he answered: “Otherwise. I should say he excelled any one I ever saw.” . . . “I have seen him intoxicated. For the last three years I could hardly tell when he was not intoxicated. He was of very full habit, flushed about his face. He indicated a man that drank very hard. A man that did not know him would say that. I have frequently seen him stagger, generally before three, somewhere in the neighborhood of one, when he came to dinner. Q. So far as you were able to judge during the last three years, what was his mental capacity ? A. He didn’t really seem to know, sometimes, what he had said to me a few minutes before. I judge it was excessive drinking that did it. . . . Q. In your opinion, was he or was he not a habitual drunkard ? A. He was ; a confirmed drunkard for the last three years. I could scarcely tell when he was sober ; if he was, it was in the morning when he first came.” George H. Stocker,
The foregoing are mere fragments of a huge mass of testimony of a similar character, -which abundantly justifies the findings of the master, on this branch of the case, in the following words:
“He became more and more the victim of his intemperate and insatiable thirst for whisky. His sprees were frequent, and more than once he had the delirium tremens. He would come home and be brought home by policemen and others at all hours of the night drunk, and when in that condition he would behave himself in a rude, noisy, and unkind manner to his wife and child, breaking the furniture, and behaving in such a manner that the house was not a quiet and desirable home, and he annoyed and disturbed his neighbors. His debauches would last
The result of these debauches, and the excessive amount of whisky he drank, began to tell upon his physical condition. He became slovenly in his habits; his appearance became that of a drunkard; he was bloated and besotted and maudlin-looking; he appeared to be saturated with liquor; he was bloated, and had the general appearance of a man who drinks hard. In the early part of the day he would be tolerably free from liquor, but towards the afternoon he would be well drunk, and would make uncouth noises in his office, such as loud hallooing, imitating cats, barking like a dog, and various other noises. Some of the witnesses describe him as having the appearance of a man soaked in whisky. At the taverns where he had his debauches his performances were so filthy as to be unfit for further description in this report. He reeled in the streets of the city, in the highways of Germantown, and became a shame and a disgrace and humiliation to his own and his wife’s family. . . - At one time Mr. Anthony Miskey consulted physicians in reference to the propriety of putting him in an asylum, but this unfortunately was never done.
He was attended repeatedly bjr his physicians in his sickness, produced by his excessive use of whisky, and he was by them remonstrated with on the subject, but it was of no avail . . . The master has no hesitation in reporting as a fact that at the time of the execution of the deed Jacob A. Miskey was an habitual drunkard, and had been so for several years previously thereto. . . . He had “a fixed habit of drunkenness.” He was “habituated to intemperance whenever the opportunity offered.” And he himself made the opportunity of filling his flask, silently drinking by himself, hiding his stores of whisky in unusual places about the house and getting continually drunk. And this state of things continued during the last six or eight months of his life, covering the period of the execution of the deed of trust. A patient and attentive examination of the testimony satis
The finding of the master, that Miskey was an habitual drunkard, has no relation to the proceeding in habitual drunkenness. It does not affect it one way or the other. He does not declare that, because he has so found, the deed of trust is void, but he uses the facts found by him to show the character of Miskey’s mental qualifications to appreciate and execute the deed. He thus states the bearing of the fact of habitual drunkenness found by him upon the case: “Yet this fact, and all others in this connection, have a material bearing upon the main question, whether the deed was the intelligent act-, unin
On the question of parental influence, the master finds that Jacob A. Miskey never passed beyond the parental influence or control of his father. He was with his father as clerk before he attained majority, and, on the day he became of age, his father took him into partnership, and this relation continued for eighteen years. After that, and to the time of his death, he continued under his father’s care and influence. A strong mutual affection at all times subsisted between them, and the master reports that there was no reason to doubt “what a very intelligent witness said about them : ‘There was no man alive that could do with Jacob Miskey what his father could; I think he would do for his father what he would not do for any living person on earth, ‘from his affection and regard for his father.’ ” After the dissolution of the partnership, which was the act of the father, in 1873, he was still employed and paid some compensation by his father for some months, his rent and other bills were paid through his father’s bank account, and the counsel who defended him in the proceeding in habitual drunkenness were employed and paid by his lather. During his last sickness, and for some time before, Anthony Miskey came to his son’s house every day, controlled him in the use of money, paid the servants, and gave orders, shortly before his son’s death, that Jacob’s wife or son should not be left alone in the room with him. Many other facts showing the character and extent of the influence and control exercised by Anthony Miskey over his son, as set forth in the master’s report, are fully established by the testimony, and, indeed, are not contradicted by any opposing testimony. The master also finds that there was no reasonable motive shown for the deed, as Jacob’s lather was a man of wealth and his mother and sisters were well provided for, and, in his rational moments, he always regarded his wife and son with great affection. He further finds, upon uncontradicted testimony, that, apart from the facts off execution and acknowledgment, there is no evidence that Jacob A. Miskey read the deed or heard it read, or that he clearly understood its effect; and that there was no affirmative evidence to show that he knew there was no power of revocation in the - deed, or that he had a deliberate intent to make the deed irrevocable. The master sums up his report on this branch of the case thus: “ The whole testimony in the cause, with all the circumstances surrounding the deed, satisfies the master that
In Russell’s Appeal, 25 P. F. S., on p. 289, Agnew, C. J., referring to the effect of the absence of a power of revocation in a marriage settlement, and the necessity of an intent to make the gift irrevocable appearing in the case, says: “The cases cited by the master show very distinctly that the actual intent of the donor is necessary, and in the absence of a certain intent to make the gift irrevocable, the omission of a power to revoke is prima facie evidence of a mistake, and casts the burthen of supporting the settlement upon him, who, without consideration or a motive to benefit him or protect the donor, claims a mere gratuity against one who is sui juris and capable of taking care of his own estate.” The report of Mr. Robb, the master in that case, which was ordered to be printed with the opinion- of the Court, contains a most able and exhaustive review of the law in such cases. He cites a number of recent English cases, which were fully recognized as authoritative in the opinion of the Court. Among others is that of Wollaston v. Tribe, Law Rep., 9 Eq., 44, in which it was held that a person taking a benefit under a voluntary gift which is not subject to a power of revocation has thrown upon him the burden of proving that the gift was meant by the donor to be irrevocable, and that a voluntary gift not subject to a power of revocation, but not meant to be irrevocable, may be set aside by the donor. In Coutts v. Acworth, Law Rep., 8 Eq., 558, it was held that the party taking a benefit under a voluntary settlement or gift containing no power of revocation has thrown upon him the burden of proving that there was a distinct intention on the part of the donor to make the gift irrevocable. In Hall v. Hall, Law Rep., 14 Eq., 365, it was decided that “where, in a voluntary settlement of real estate, a revocable deed would have answered the settler’s purpose as well as an irrevocable one, the absence of a power of revocation is privia facie evidence of mistake, and that evidence can only be rebutted by showing that the settler had his attention pointedly called to the fact that the instrument was irrevocable, and that he could have equally effected his purpose by a revocable one.”
Of course, it. is not pretended, and the master in the
It needs only to be added in this connection that there was no affirmative proof of a distinct intention on the part of Jacob A. Miskey to make this gift irrevocable, nor is there any proof that his attention was ever called to the subject.
In regard to the effect of the parental relation, and the influence thereby exerted upon the transaction, the authorities are very clear, and are strikingly applicable to the facts of this case. This Court has aflopted and enforced the most advanced equity doctrines upon this subject. In Darlington’s Appeal, 5 Norris, 518, Mr. Justice' Trunkey, in delivering the opinion of this Court, said: “ Constructive fraud often exists where the parties to the contract have a special, confidential, or fiduciary relation, which affords the power and means to one to take advantage of or exercise undue influence over-the other. Whenever from such relation considerable authority or influence necessarily exists on the one side and a corresponding reliance and confidence is placed on the other a party will not be suffered to abuse this authority or influence by extracting any advantage to himself. A transaction between persons so situated is watched with extreme jealousy and solicitude, and if there be found the slightest trace of undue influence or unfair advantage redress will be given to the injured party. Owing to the near connection between the parties in many relations, the transaction itself is considered so suspicious as to cast the burden of proof upon the person who seeks to support it, to show that he has taken no advantage of his influence or knowledge and that the arrangement is fair and conscientious.” In Turner, v. Collins, Law Hep., 7 Ch. App., 329, the Lord Chancellor Hatherly said: ‘ If the father himself takes a benefit there arises the jealousy of the Court and we have to consider how the child’s intention was produced. And even if we find the intention which the instrument describes, still the question arises, how
This is the very kind of influence which existed in an eminent degree between Anthony Miskey and his son. In Heguenin v. Baseley, 14 Ves., 273, Lord Eldon thus presents the subject: “ Take it that she intended to give it to him, it is by no means out of reach of principle. The question is, not whether she knew what she was doing, had done, or proposed to do, but how-the intention was produced ; whether all that care and providence was placed round her as against those -who advised her, which, from their situation and relation with respect to her, they were bound to exert on her behalf.” In Hoghton v. Hoghton, 15 Beav. 278, the master of the rolls said: “I am of opinion, as I lately held in a case of Cook v. Lawotte, that whenever one person obtains by voluntary donation a large pecuniary benefit from another, the burden of proving that the transaction is righteous, to use the expression of Lord Eldon in Gibson v. Jeyes, falls on the person taking the benefit. But this proof is given if it be shown that the donor knew and understood what it was that he was doing. If, however, besides obtaining the benefit of this voluntary gift from the donor, the donor and donee were so situated towards each other that undue influence might have been exercised by the donee over the donor, then a new consideration is added and the question is not, to use the words of Lord Eldon in Huegenin v. Basely, whether the donor knew what he was doing, but how this intention was produced, and though the donor was well aware of what he did, yet if his disposition to do so was produced by undue influ
In Rhodes v. Bate, Law Rep., 1 Ch., App. Cases, 252, Lord Justice Turner said : “1 take it to be a well established principle of this Court that persons standing in a confidential, relation towards others cannot entitle themselves to hold benefits which those others may have conferred upon them, unless they can show to the satisfaction of the Court that the person by whom the benefits have been conferred had competent and independent advice in conferring them. This, in my opinion, is a settled general principle of the Court, and I do not think that either the age or the capacity of the person conferring the benefit or the nature of the benefit conferred affects this principle.” In Savery v. King, 5 House of Lords Cases, p. 627, the Lord Chancellor said: “I must not be understood as questioning the position that a son may give up all or any portion of his property to his father without consideration. Undoubtedly he may do so, but then it is incumbent on the father, accepting such a benefit, to satisfy the Court before which the transaction is impeached that the son fully understood what he was doing; that no artifice or contrivance was made use of to induce him to do the act complained of, and that the son had competent means of forming an independent judgment. The father is bound to make this out.”
The same doctrine was asserted and applied in the cases of Comstock v. Comstock, 57 Barb., 453, and Boyd v. Be LaMontagnie, 73 N. Y. Rep., Court of Appeals, 498, and by this Court in cases of wills giving benefits to the persons who were instrumental in procuring their execution, in Boyd v. Boyd, 16 P. F. S., 283 ; Cuthbertson’s Appeal, 38 Leg. Ink, 124, and in Jones’ Appeal, 39 Leg. Ink, 52, which was a voluntary deed set aside by the Court below, affirmed by this Court, Sharswood, C. J., saying: “It is sufficient to invalidate any instrument executed by a person of weak intellect, to show that the person in whose favor it is framed held a situation of confidence with respect to the maker of such instrument.”
In reference to the matter of “independent advice” it is to be observed that the deed was prepared by Mr. W. L. Hirst, a very eminent member of the bar of this Commonwealth, but that gentleman had previously been, and was at the time, the counsel of Mr. Anthony Miskey, and, in point of fact, he was employed and paid by the latter
It has seemed to us appropriate to dwell with rather more than usual fullness upon our review of the case, because of the unusual character of the questions involved and the relief involved, the very large amount at stake, and the earnestness, zeal, and ability with which the argument was conducted by the learned counsel on both sides. In brief, the controversy presents to us the case of a voluntary conveyance by a son to his father, mother, and sister of his entire estate, less a small provision for the only child of the grantor, the latter having at the time a wife for whom no provision was made, and a son for whom there was an inadequate provision, the father being of affluent circumstances, and the mother and sister being entirely comfortable and requiring no provision ; the deed containing no power of revocation, and there being no proof that the grantor was conscious of that fact, or that his attention was called to it, and a revocable deed being just as serviceable for his purpose as one that was irrevocable; the grantor being at the time, and for many years previously, a person of grossly intemperate habits, in an almost constant state of intoxication, with mind and body greatly impaired and enfeebled thereby; the relation of parent and child existing between the principal grantee and the grantor, and there being no proof by any of the grantees independently of the deed itself that it was the intelligent, deliberate, and free act of the grantor done of his own desire and accord, and no proof that the transaction was righteous and conscionable, and the evidence indicating with great force that the execution of the deed was procured by the active exertion of the parental influence of the father, the deed having been executed without independent advice of counsel representing the grantor alone, and having been prepared by one who was counsel for the father. In our judgment,
Decree affirmed at the costs of the appellants.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.