Johnson v. Johnson
Johnson v. Johnson
Opinion of the Court
This is a'suit by Narvol Johnson and LaFaun Johnson Fleming as guardians of their father, Arthur Johnson, to rescind certain instruments relating to the conveyance of the father’s property to their younger brother, Calvin Johnson.
At the time of the trial Arthur Johnson was 72 years of age. Because of illness he was feeble and apparently more senile than is usual for that age. He and his wife, who died in 1953, had been industrious and frugal and had acquired considerable money and property. He owned business property on Center Street in Kanab, Utah, consisting of his grocery store, and several shops, stores, and cabins, which he rented, all of which produced a rental income of about $1,300 per month. This town property had an appraised value of $150,000. He also owned some property outside the town, used in a ranch operation, valued at about $13,000.
It appears that the youngest son, Calvin, was closer to his father than these plaintiffs, the two older children, in more than one sense of the word. He assisted in the handling and management of the business and gradually increased his control until he finally dominated his father’s affairs. Meanwhile, these plaintiffs had married and left the family. LaFaun now lives with her husband and family in Midvale, Utah; and Narvol operates a service station in Kanab.
In regard to the documents challenged in this action, the evidence discloses:
On the 20th of July, 1955, the father Arthur Johnson made a deed to Calvin to the ranch property above referred to. It was prepared by an attorney who testified that at the time of its execution Arthur Johnson stated to Calvin, "You have paid for that property” or words to that effect.
Oh the 20th of May, 1956, in a similar transaction Arthur made and delivered a deed to Calvin for the town property in Kanab. It is a bit strange that at the time of the execution and delivery of this deed under which Calvin claims, the attorney prepared and the parties entered into an agreement by which Calvin was to purchase the same property for $50,000. It provided for monthly payments of $300, with no interest to be charged while Arthur Johnson was alive. And further, that at the same time the attorney prepared a will which Arthur Johnson executed, naming Calvin as executor, devising his property in equal shares to his three children.
Calvin had the deed to the town property recorded shortly thereafter, but the purchase contract has never been recorded. In May, 1957, plaintiffs discovered the fact that the business property had been conveyed to Calvin. When he was confronted
In assaying the sufficiency of proof, the plaintiffs here have significant help in the rule that when a confidential relationship is shown to exist and a gift or conveyance is made to a party in a superior position, a presumption arises that the transaction was unfair.
There can be no doubt about the existence of a confidential relationship here of the very kipd for which the above rule was fashioned. The evidence shows that his father reposed great confidence in Calvin. This is epitomized by his cooperating with, him in making final arrangements about his property for the. eventuality of death..
In corroboration of the presumption discussed above there is affirmative evidence tending to support the idea that Calvin was taking unfair advantage of his father to get the family property for himself and deprive the plaintiffs of it. It is important to have in mind that Arthur Johnson was aged, and was feeble in body and mind. He had suffered a great deal of illness and had undergone two serious operations, all of which apparently made him prematurely senile, some details so indicating we will recite below.
It was Calvin who talked to the attorney about preparing the papers referred to above, by which on the same day Arthur Johnson executed two documents on his. town property which appeared to be inconsistent with each other, the deed and the contract; and the will might also be considered inconsistent with them. The latter quite strongly suggests that he desired to’ treat his children equally by dividing the property among them and may well have
In determining whether such a conveyance was procured by duress and undue influence the state of the subject’s health of body and mind may be considered as bearing on his will to resist and the likelihood of it being overcome.
On April 30, 1956, he entered the Kane County Hospital; on May 18, 1956, the hospital record shows the following notation: “Dr.' Fulstow in, patient up and about, apparently does not know where he is.” On that day he was released from the hospital. It was two days later in Calvin’s home that he executed the deed, contract and will. Upon the basis of the facts shown we see nothing unreasonable in the finding that Calvin Johnson used duress and undue influence in getting his father to execute the documents in question. This renders it unnecessary to be concerned further as to whether he was competent to make a will in the absence thereof.
There is another aspect of this appeal: defendant assigns error of the trial court in refusing his timely demand
The trial court properly regarded this proceeding as in essence an action in equity to declare void instruments by which Calvin Johnson purported to obtain his father’s property. The fact that one of the documents involved in the transaction is a will is simply an incident to the entire picture. This does not transform this action into a will contest. Due to the nature of the action it was within the prerogative of the court to refuse the request for a jury.
Affirmed. Costs to plaintiffs (respondents).
. Omega Investment Co. v. Woolley, 72 Utah 474, 271 P. 797, quoting 2 Pomeroy, Equity Jurisprudence, see. 956.
. In re Swan’s Estate, 4 Utah 2cl 277, 293 P.2d 682.
. See discussion in Fox v. Pierccy, 119 Utah 367, 227 P.2d 763.
. In re Lavelle’s Estate, 122 Utah 253, 248 P.2d 372.
. Bancroft’s Probate Practice, 2nd Edition, Sec. 171, 57 Am.Jur., Wills, Sec. 765, Sternberg v. St. Louis Union Trust Co., 394 Ill. 452, 68 N.E.2d 892.
Dissenting Opinion
(dissenting in part).
I concur except I think this is an action to recover real property and under Section 78-21-1 defendant was entitled to a jury trial. That section provides that “[I]n actions for the recovery of specific real or personal property, with or without damages * * * an issue of fact may be tried by a jury, unless a jury is waived or a reference is ordered.” We have held a number of times that this statute is controlling.
Defendant did not claim the right to a jury under this statute. He claims that this is a law action because it is a will contest. He seems to concede that the action to recover the real estate is a suit in equity because it seeks to set aside a
. Norback v. Board of Directors, 1934, 84 Utah 506, 37 P.2d 339; Petty v. Clark, 1942, 102 Utah 186, 129 P.2d 568; Same case on retrial, 1948, 113 Utah 205, 192 P.2d 589; Holland v. Wilson, 1958, 8 Utah 2d 11, 327 P.2d 250.
. See my dissenting opinion in Valley Mortuary v. Fairbanks, 1950, 119 Utah 204, 233, 225 P.2d 739, 754.
Reference
- Full Case Name
- Narvol A. JOHNSON and LaFaun J. Fleming, as the Guardians of the Person and Estate of Arthur Johnson, an Incompetent, Plaintiffs and Respondents, v. Calvin C. JOHNSON and Anna R. Johnson, His Wife, Defendants and Appellants
- Cited By
- 11 cases
- Status
- Published