Hansen v. Kiernan ( 1972 )


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  •                                        No. 12077
    I N THE SUPREME COURT O T E STATE OF M N A A
    F H            OTN
    1972
    YENS HANSEN,
    P l a i n t i f f and Respondent,
    LEE KIERNAN, A d m i n i s t r a t o r o f t h e E s t a t e o f
    JOSEPH PATRICK KIERNAN, deceased, e t a l e ,
    Defendants and Appellants.
    Appeal from:         D i s t r i c t Court of t h e Third J u d i c i a l D i s t r i c t ,
    Honorable S i d G. Stewart, Judge p r e s i d i n g .
    Counsel o f Record :
    For A p p e l l a n t s :
    Tipp, Haven and B r a u l t , Missoula, Montana.
    Raymond W e B r a u l t argued, Missoula, Montana.
    For Respondent :
    William R e Taylor argued, Deer Lodge, Montana.
    James J. Masar, Deer Lodge, Montana.
    Submitted:        A p r i l 21, 1972
    Decided:       JUL f 1 1914
    F i l e d : JUL   1.1 lm
    M r . J u s t i c e John Conway H a r r i s o n d e l i v e r e d t h e Opinion of t h e
    Court.
    This i s an a p p e a l from a judgment and d e c r e e of t h e d i s t r i c t
    c o u r c of t h e t h i r d j u d i c i a l d i s t r i c t , Powell County, s i t t i n g w i t h o u t
    a j u r y , o r d e r i n g s p e c i f i c performance of an o r a l agreement e n t e r e d
    i n t o by p l a i n t i f f Yens Hansen and decedent Joseph P a t r i c k Kiernan.
    The c o u r t f u r t h e r o r d e r e d a l l monies t h a t have accrued and w i l l
    become due t o t h e b e n e f i t of d e c e d e n t ' s e s t a t e a s a r e s u l t of t h e
    former p a r t n e r s h i p t o be p a i d t o p l a i n t i f f .
    By h i s amended c o m p l a i n t , p l a i n t i f f asked (1) f o r a de-
    c l a r a t i o n and a d j u d i c a t i o n of t h e r i g h t s of p l a i n t i f f and t h e
    e s t a t e of Joseph Kiernan, deceased, t o monies due under a c o n t r a c t
    f o r deed agreement; ( 2 ) t h a t t h e d i s t r i c t c o u r t e n t e r judgment
    e s t a b l i s h i n g an o r a l c o n t r a c t between p l a i n t i f f and d e c e d e n t ; and
    ( 3 ) a d e c r e e t h a t a s a r e s u l t of t h e c o n t r a c t p l a i n t i f f i s e n t i t l e d
    t o a l l monies t h a t have accrued and w i l l become due under t h e con-
    t r a c t f o r deed.
    Defendant i n t h e i n s t a n t s u i t i s t h e a d m i n i s t r a t o r of t h e
    e s t a t e of Joseph P a t r i c k Kiernan, Lee Kiernan.                       It i s d e f e n d a n t ' s
    p o s i t i o n t h a t a p a r t n e r s h i p e x i s t e d between p l a i n t i f f and decedent
    b u t t h a t t h e p a r t n e r s h i p t e r m i n a t e d w i t h K i e r n a n ' s d e a t h and t h e r e
    i s now due h i s e s t a t e an a c c o u n t i n g of t h e p a r t n e r s h i p a f f a i r s .
    F u r t h e r , a l l testimony r e l a t i n g t o an a l l e g e d o r a l agreement between
    p l a i n t i f f and decedent t o e x e c u t e mutual w i l l s was i n a d m i s s i b l e
    under t h e s o - c a l l e d "dead man's" s t a t u t e , s e c t i o n 93-701-3,                   R.C.M.
    1947.
    The u n c o n t e s t e d f a c t s i n d i c a t e t h a t i n 1932 Joseph Kiernan,
    a s i n g l e man 43 y e a r s of a g e , e n t e r e d i n t o an o r a l p a r t n e r s h i p
    agreement w i t h Yens Hansen, a s i n g l e man 28 y p a r s of age.                              The
    p a r t n e r s h i p agreement provided t h a t Hansen and Kiernan would pur-
    chase a 331 a c r e ranch known a s t h e " ~ a c k l i nPlace" n e a r E l l i s t o n ,
    Montana, f o r t h e purpose of engaging i n t h e r a n c h i n g and c a t t l e
    r a i s i n g business.           The p a r t n e r s h i p f l o u r i s h e d and i n 1940 t h e y
    purchased a d d i t i o n a l p r o p e r t y known a s t h e            at       Creek Place"
    c o n s i s t i n g of approximately 419 a c r e s .
    A t v a r i o u s times d u r i n g t h e p e r i o d 1932          -   1941, both
    Hansen and Kiernan s0ugh.t o u t s i d e employment t o e a r n c a s h and each
    contributed h i s earnings t o t h e partnership.                           While i t may seem
    unusual t h a t such an u n d e r t a k i n g was only supported by an o r a l
    agreement, i t should be noted. t h a t Hansen and Kiernan had known
    each o t h e r s i n c e 1914, and Kiernan had r e s i d e d a t ans sen's grand-
    p a r e n t s ' ranch f o r a number of y e a r s p r e v i o u s t o 1932.                 There i s
    e v e r y i n d i c a t i o n t h a t t h e y were n o t only good f r i e n d s , b u t were
    a l s o amiable and d i l i g e n t b u s i n e s s p a r t n e r s .
    O January 23, 1941, t h e p a r t n e r s executed formal w r i t t e n
    n
    a r t i c l e s of c o p a r t n e r s h i p .   The a r t i c l e s provided, among o t h e r
    t h i n g s , t h a t t h e y would:
    'I*        *
    become c o p a r t n e r s i n t h e r a n c h i n g and
    farming b u s i n e s s under and by t h e name, f i r m and
    s t y l e of 'Kiernan & Hansen. ' 9         :     *
    %
    "That t h e term of s a i d p a r t n e r s h i p 9 9
    : :      shall*
    end whenever t h e p a r t i e s may t e r m i n a t e s a i d p a r t n e r -
    s h i p by mutual consent w i t h o r w i t h o u t a w r i t t e n
    agreement of d i s s o l u t i o n .  ;k  *
    "At t h e t e r m i n a t i o n of t h i s p a r t n e r s h i p , by e x p i r a -
    t i o n of t h e term o r by r e a s o n of any o t h e r c a u s e
    d.      -L
    -1-
    t h e d e b t s of t h e p a r t n e r s h i p s h a l l be d i s -
    charged; and a l l money o r o t h e r a s s e t s of t h e p a r t -
    n e r s h i p then remaining, s h a l l be d i v i d e d between
    t h e p a r t i e s , s h a r e and s h a r e a l i k e ik 9 9:. I '
    :
    I n 1942 Hansen was d r a f t e d i n t o t h e United S t a t e s army
    a t t h e age of 38.              Before l e a v i n g f o r a c t i v e duty Hansen, r e -
    cognizing t h e u n c e r t a i n t i e s of wartime m i l i t a r y s e r v i c e , executed
    a w i l l whereby he bequeathed and d e v i s e d h i s p e r s o n a l and r e a l
    p r o p e r t y t o Joseph IGernan, l e a v i n g o n l y h i s "good w i l l 1 ' t o h i s
    heirs-at-law.                The w i l l was mailed t o Kiernan and d e p o s i t e d by
    him i n h i s s a f e t y d e p o s i t box.        A t a l l times a f t e r r e c e i v i n g     an sen's
    w i l . 1 , Kiernan had access and control over the will.
    At trial, over the objection of defendant's counsel, Yens
    Yanseii testified that in 1942 due to his impending military ser-
    vice he and Kiernan entered into an oral agreement to execute mutual
    . ~ reciprocal wills whereby each of them would give, devise, and
    r
    bequeath to the other all of his right, title and interest in all
    of their real and personal property except a certain homestead be-
    longing to Kiernan.    He testified that pursuant to such agreement
    h e executed the aforementioned will, thus fully performing his part
    oZ   the agreement.
    Plaintiff further testified that during the 33 months he
    spent on active duty Kiernan continued to operate the partnership;
    that he sent home to Kiernan the sum of $800 to be expended for the
    ranching partnership; and, that upon his discharge he contributed
    an additional $800 to the partnership.
    In 1945 the partners purchased additional propercy known
    as the "~onovanPlace" consisting of approximately 360 acres.       In
    1960, they purchased another ranch consisting of approximately 800
    acres.    In 1960 Kiernan became afflicted with arthritis which re-
    quired him to use a cane and eventually crutches in order to get
    around.   This so restricted Kiernan's activities that the partners
    agreed to sell their partnership and, in effect, retire.
    In 1966 the partners entered into an agreement with two
    prospective purchasers for the sale and purchase of all of the
    real and personal property of the partnership.       The partnership
    was sold under a contract for deed agreement the terms of which
    provided for a down payment and a balance due of $85,200 to be
    paid in ten equal annual installments, the first due on November
    15, 1967.
    An escrow agreement, warranty deed, abstract of title and
    insurance policies were held in escrow by the Deer Lodge Bank &
    Trust Company.    An escrow receipt was issued to the parties which
    recited the escrow agent would:
    the survivor of us   +i
    "Credit payments to Sellers, by escrow check
    made payable to both sellersf1.
    Hansen testified that in the fall of 1966 he and Kiernan
    made a "special trip down here to the bank in Deer Lodge on account
    of that" escrow receipt. ftik 9c 9 it didn't leave any provision for
    * *. "
    of the escrow receipt changed:
    ;
    He testified he and Kiernan explained
    to the bank cashier (since deceased) that they wanted the wording
    " * 9 so that if anything happened to either
    2   ;
    one or the other of us, that the money would
    automatically go to the other one *
    interlineation to read:
    +.
    ;"
    As a result of this meeting, the escrow receipt was modified by
    "Credit payments to Sellers, checking account # 14-509f'.
    This change was signed by Hansen and initialed by Kiernan.
    Checking account #14-509 had been used by the partners
    during the existence of their partnership.
    right to draw on this account.
    Each partner had the
    After the sale of the partnership
    assets, Hansen and Kiernan continued to use this account for their
    personal use.
    Following the sale of the partnership assets Hansen and
    Kiernan continued their association and friendship.        They took
    motor trips together to Alaska and California; they purchased a
    residence in Missoula in joint tenancy with the right of survivor-
    ship; they had two savings accounts,both in joint tenancy; and they
    purchased corporate stock also in joint tenancy.
    On April 8, 1968, Joseph Kiernan passed away.        No will was
    ever located.    Plaintiff brought the instant action for specific
    performance of the oral agreement entered into between himself and
    Kiernan in 1942 to execute mutual or reciprocal wills.        Here, the
    problem is to determine who is entitled to the balance of the
    payments due under the contract for deed agreement paid after
    ~iernan'sdeath and those still to be paid---Hansen or ~iernan's
    heirs under the intestacy laws?
    The trial court held that there had existed an oral agree-
    nent between Hansen and Kiernan to execute mutual wills; that
    Hansen had performed his part of the agreement; that Kiernan had
    failed and neglected to perform his part of the agreement; and,
    therefore, specific performance of the agreement by the adminis-
    trator was ordered.
    Defendant raises eleven issues for review on appeal which
    we believe can be more succinctly stated as:
    1.   Whether the trial court erred in refusing to hear
    defendant's preliminary motion to strike because of a local court
    rule requiring the filing of briefs with such preliminary motions.
    2. Whether testimony relating to conversations and agree-
    ments between the plaintiff and decedent were properly admitted
    under the "dead man 1 sI' statute, section 93-701-3, R.C.M. 1947.
    3.   Whether defendant's post-trial motion to dismiss
    should have been granted, due to the running of the statute of
    limitations.
    4. Whether plaintiff was guilty of laches.
    5.   Whether the attempt to enforce the oral agreement
    varied the terms of the written articles of copartnership.
    6. Whether the trial court ruled specifically on the
    objections raised at trial.
    Issue 1. We find that prior to trial defendant had properly
    filed and noticed a motion to strike certain portions of plaintiff's
    amended complaint.    On the date set for hearing of the motion the
    trial judge summarily denied the motion, because of defendant's
    failure to file a brief in support of the motion in accordance
    with a local court rule.
    While defendant has raised this issue on appeal, it has
    not been argued either in defendant's brief or during oral argument
    before this Court.    We can only surmise that this specification
    of error has been abandoned and we will not consider it further,
    except to say that such rules of practice may be adopted and
    enforced by the district courts in accordance with section 93-502,
    R.C.M. 1947, and Rule 83, M.R.Civ.P.
    Issue 2.     Section 93-701-3, R.C.M. 1947, provides that the
    following persons cannot be witnesses:
    "3.
    ()    Parties or assignors of parties to an
    action or proceeding, or persons in whose behalf
    an action or proceeding is prosecuted against an
    executor or administrator upon a claim or demand
    against the estate of a deceased person, as to
    the facts of direct transactions or oral communica-
    tions between the proposed witness and the deceased,
    excepting when the executor or administrator first
    The purpose of this statute is twofold: (1) it prevents
    the living party, by reason of the death of his adversary, from
    gaining an undue advantage over the administrator, and (2) it
    removes the temptation for the commission of perjury.      Leffek
    v. Luedeman, 
    95 Mont. 457
    , 463, 
    27 P.2d 511
    ; Johnson v. Mommoth
    Lode, 
    136 Mont. 420
    , 422, 423, 
    348 P.2d 267
    ; Novak v. Novak, 
    141 Mont. 312
    , 316, 
    377 P.2d 368
    .
    The statute, section 93-701-3(3),   allows two exceptions
    to the prohibition of a surviving party acting as a witness in an
    action for a claim or demand against an estate.    The first is when
    the executor or administrator first introduces evidence of such
    a claim or demand.    We are not concered here with this exception.
    However, the second exception provides that the surviving party
    may be a witness I Iwhen it appears to the court that, without the
    testimony of the witness, injustice will be done. I I   We must now
    determine if the trial court abused its discretion under this
    second exception.
    In Johnson v. Mommoth Lode, 
    136 Mont. 420
    , 423, 
    348 P.2d 267
    , this Court said:
    '
    I
    f
    :  9
    :   before a witness, who is declared to be
    incompetent by this statute, will be allowed to
    testify to prevent an injustice, a foundation
    must be laid by the introduction of other evi-
    dence, which shows that in all probability the
    proponent has a meritorious cause of action. It
    (Emphasis supplied)
    What then is the "other evidence" that tends to show that
    plaintiff's claim here is meritorious?            (1) There is the will
    executed by Yens Hansen in 1942, which bequeaths and devises all
    of his real and personal property to Kiernan.            (2)   There is the
    testimony of Katie Hansen, plaintiff's sister, who stated that she
    had known Joseph Kiernan all of her life and that in the fall of
    1966, I(iernan and plaintiff had had dinner with her after their
    trip to the Deer Lodge Bank & Trust Company to change the escrow
    receipt.          She testified:
    - well, I remember that Joe [Kiernan] made
    I II   -1-
    4b
    the remark that everything was taken care of---
    that they had been to the bank, and that the
    papers were all in order, so that if anything
    happened to either of them, why it was a right
    of survivorship, and that if one of them would
    pass away, the other one would get it 7k ik *. 11
    (3)   There are the two savings accounts in Hansen's and Kiernan's
    names as joint tenants with right of survivorship.             ( ) There
    4
    are the shares of corporate stock also held in joint tenancy with
    right of survivorship..            (5) There was a purchase of a residence
    in Missoula, again with joint tenancy with right of survivorship.
    (6) There is the escrow receipt which shows that a change to the
    document was made.          (7) There was an undisputed lifelong associa-
    tion between Hansen and Kiernan without any indication whatsoever
    that there was ever any discord or mistrust between them.             (8) There
    is evidence that          an sen's will was mailed to Kiernan in 1942, and
    held by Kiernan in his safety deposit box, (9) There is ample
    evidence of a successful partnership that existed between these two
    men under both an oral agreement and written articles of co-
    partnership.              Finally, after the sale of the partnership, Hansen
    and Kiernan continued their association by traveling together,
    living together and looking after each other until ~iernan'sdeath.
    Considering all of the "other evidence" as a whole, we
    cannot say that plaintiff failed to lay a sufficient foundation
    for the admission of his testimony relative to an oral agreement,.
    entered into between himself and Kiernan to execute mutual wills.
    Nor will we reverse without a positive showing that the district
    court abused its discretion.                This Court said in Novak v. Novak,
    
    141 Mont. 312
    , 316, 
    377 P.2d 368
    :
    I      it [the court] had the advantage of
    -1,
    4b    ;
    k
    observing the witnesses during their testi-
    mony and was in a better position than this
    court to determine whether or not injustice
    would result if the plaintiff were not per-
    mitted to testify. "
    Issue 3.          Defendant alleges his post-trial motion to dismiss
    should have been granted due to the running of the statute of limi-
    tations.       He argues that if there ever was an agreement to execute
    mutual wills, that such an agreement was an oral agreement entered
    into in 1942, and is now barred by sections 93-2601 and 93-2604,
    R.C.M. 1947.              In support defendant cites Pincus v. Davis, 
    95 Mont. 375
    , 
    26 P.2d 986
    .
    Rule 8 c ,
    ()           M.R.Civ.P.,    provides that a defense of the
    running of the statute of limitations is an affirmative defense
    and can only be raised by answer.               Grogan v. Valley Trading Co.,
    
    30 Mont. 229
    , 
    76 P. 211
    ; State ex rel. IColbow v. District Court,
    
    38 Mont. 415
    , 
    100 P. 207
    .              Here, defendant failed to plead the
    statute of limitations in his answer and therefore waived such
    defense.
    However, defendant argues that Pincus holds that this
    Court may raise the statute of limitations on its own motion as
    a bar to a claim against an administrator under section 91-2710,
    R.C.M.      1947.       Cocanougher v . Cocanougher, 1 4 1 Wont. 28, 
    375 P.2d 1014
    ,       Defendant i s c o r r e c t i n t h i s c o n t e n t i o n however b o t h
    Pincus and Cocanougher a p p l y t o c a s e s where t h e c l a i m a g a i n s t t h e
    decedent a r o s e many y e a r s p r i o r t o an a c t i o n b e i n g f i l e d .                  They
    i n v o l v e obvious cause of a c t i o n which t h e p l a i n t i f f s f a i l e d t o
    do a n y t h i n g about.          Such i s n o t t h e c a s e h e r e .
    ldhile we may d i s p o s e of t h i s argument by s a y i n g t h a t de-
    f e n d a n t h a s waived h i s r i g h t t o r a i s e t h i s d e f e n s e under Rule
    8 ( c ) , M.R.Civ.P.,          we go f u r t h e r and s a y t h a t t h e s t a t u t e of l i m i -
    t a t i o n s i s not a v a l i d defense.                 The c a u s e of a c t i o n d i d n o t a r i s e
    u n t i l t h e r e was a b r e a c h of t h e agreement t o e x e c u t e mutual w i l l s .
    P l a i n t i f f had no knowledge of t h i s breach u n t i l a f t e r t h e d e a t h
    of Joseph Kiernan.                W f i n d i s s u e 3 t o be w i t h o u t m e r i t .
    e
    I s s u e 4.      Whether p l a i n t i f f i s g u i l t y of l a c h e s even though
    n o t p l e a d by d e f e n d a n t ?
    Rule 8 ( c ) , M.R.Civ,P.,                 r e q u i r e s t h a t such a d e f e n s e must
    be p l e a d t o be r e l i e d upon.                F a i l i n g t o s o p l e a d , we w i l l n o t f u r t h e r
    c o n s i d e r d e f e n d a n t ' s i s s u e 4.      United S t a t e s v . Eytcheson, 
    237 F. Supp. 371
    ; Weir v. S i l v e r Bow County, 
    113 Mont. 237
    , 
    124 P.2d 1003
    ;
    S t a t e e x r e l . Boorman v , S t a t e Board of Land Commrs., 
    109 Mont, 127
    , 
    94 P.2d 201
    ,
    Issue 5.         Whether t h e a t t e m p t t o e n f o r c e t h e o r a l agreement
    v a r i e d t h e terms of t h e w r i t t e n a r t i c l e s of c o p a r t n e r s h i p ?          In
    a s s e r t i n g t h i s i s s u e , defendant contends t h e p a r t n e r s h i p remained
    i n e f f e c t u n t i l t h e d e a t h of Kiernan and t h e r e f o r e c o n t r o l s t h e
    d i v i s i o n of p a r t n e r s h i p a s s e t s a s between t h e p a r t n e r s . The t r i a l
    c o u r t found t h a t t h e s a l e of a l l p a r t n e r s h i p p r o p e r t y i n 1966
    terminated t h e partnership.                        The p a r t i c u l a r u n d e r t a k i n g of t h e
    p a r t n e r s h i p was a "ranching and farming b u s i n e s s i ' .                   The termina-
    t i o n of t h a t u n d e r t a k i n g by t h e s a l e of t h e ranch "lock, s t o c k and
    b a r r e l " a s t e s t i f i e d by p l a i n t i f f , brought t h e p a r t n e r s h i p evidenced
    by t h e w r i t t e n agreement t o an end.                      S e c t i o n 63-503, R.C.M.         1947.
    Under the particular facts of this case, the trial court correctly
    concluded that the written partnership agreement was not a bar
    either to plaintiff's testimony or his claim.
    Issue 6. Whether the trial court properly ruled on
    evidentiary matters? We have carefully examined the record and
    find no merit to this issue.
    The judgment of the district court is affirmed.
    1
    Associate Justice
    /           Chief justice
    1       1       Fon. Charles Luedke. District
    Judge, sitting for Mr. Justice
    Castles.
    Mr. Justice Haswell and Mr. Justice Daly dissenting:
    We dissent.
    plaintiff's claim for relief in the instant case is
    bottomed on establishing a valid and enforceable oral agreement
    between plaintiff and decedent in July 1942, whereby each agreed
    to make a will leaving his interest in the partnership property
    to the other.    The existence of such an oral agreement rests
    entirely on the uncorroborated testimony of plaintiff, the survivor,
    concerning a conversation he had with decedent almost thirty years
    previously.     In our view, plaintiff is an incompetent witness to
    so testify, such testimony is inadmissible in evidence under
    Montana's deadman statute [section 93-701-3(3),    R.C.M.   19471,
    and plaintiff's claim fails.
    This statute provides in pertinent part:
    IIPersons who cannot be witnesses. The following
    persons cannot be witnesses:
    "3. Parties or assignors of parties to an action
    or proceeding, or persons in whose behalf an action
    or proceedings is prosecuted against an executor or
    administrator upon a claim or demand against the
    estate of a deceased person, as to the facts of
    direct transactions or oral communications between
    the proposed witness and the deceased, excepting
    when the executor or administrator first introduces
    evidence thereof, or when it appears to the court
    that, without the testimony of the witness, injustice
    will be done. >k f: 2"
    Previous decisions of this Court indicate that the
    purpose of the deadman's statute is twofold:      (1) to prevent the
    survivor from gaining an undue advantage over the deceased's
    estate, and (2) to remove the temptation for the commission of
    perjury by the survivor giving testimony that in all probability
    cannot be denied by any living person.   Novak v. Novak, 
    141 Mont. 312
    , 316, 
    377 P.2d 368
    ; Johnson v. Mommoth Lode, 
    136 Mont. 420
    ,
    
    348 P.2d 267
    ; Cox v. Williamson, 124 Bfont. 512, 227 P,2d 614;
    Leffek v. Luedeman, 
    95 Mont. 457
    , 
    27 P.2d 511
    .
    In conformity with such purpose, this Court has required
    that before a witness, who is declared to be incompetent by this
    statute, will be allowed to testify to prevent an injustice, a
    foundation must be laid by the introduction of other evidence which
    indicates that in all probability the proponent has a meritorious
    cause of action.   Johnson v. Mommoth Lode, supra, and cases cited
    therein; Potlatch Oil & Refining Co. v. Ohio Oil Co., CCA 9, 
    199 F.2d 766
    , cert. den. 
    345 U.S. 926
    , 
    73 S.Ct. 786
    , 97 L ed 1357;
    Phelps v. Union Central Life Ins. Co., 105 Flont. 195, 71 Y.2d 887.
    I n our view, t h i s f o u n d a t i o n evidence must i n d i c a t e t h e
    p r o b a b i l i t y of t h e e x i s t e n c e of such o r a l agreement, and n o t simply
    e s t a b l i s h f a c t s equally consistent with i t s existence or explain-
    a b l e on u n r e l a t e d grounds.          This requirement i s p a r t i c u l a r l y
    important where, a s h e r e , t h e terms of t h e a l l e g e d o r a l agreement
    a r e d i r e c t l y c o n t r a r y t o t h e terms of t h e t h r e e p e r t i n e n t w r i t t e n
    agreements admitted i n evidence - - - t h e p a r t n e r s h i p agreement, t h e
    o r i g i n a l escrow agreement, and t h e modified escrow agreement.                              It
    h a s been s o h e l d by t h i s Court i n p r e v i o u s c a s e s i n v o l v i n g a l l e g e d
    o r a l agreements t o make a w i l l                  Langston v . C u r r i e , 
    95 Mont. 57
    , 26 P ,
    3
    2d 160; Cox v . Williamson, s u p r a , and p a r t i c u l a r l y i n c a s e s where
    t h e o r a l agreement m o d i f i e s o r c o n f l i c t s w i t h a w r i t t e n c o n t r a c t .
    Bauer v . Flonroe, 
    117 Mont. 306
    , 
    158 P.2d 485
    ; Davison v . Casebol t ,
    
    154 Mont. 125
    , 
    461 P.2d 2
    ,
    I n t h e i n s t a n t c a s e t h e r e i s simply no evidence of t h e
    e x i s t e n c e of an o r a l c o n t r a c t t o d e v i s e and bequeath e x c e p t f o r
    t h e testimony of p l a i n t i f f , t h e s u r v i v i n g p a r t n e r .       The making of
    a w i l l by p l a i n t i f f no more proves t h e e x i s t e n c e of an o r a l con-
    t r a c t by decedent t o e x e c u t e a w i l l i n p l a i n t i f f ' s f a v o r , t h a n t h e
    e x e c u t i o n of any c o n t r a c t o r document by one person c r e a t e s a
    r e c i p r i c o l o b l i g a t i o n on t h e p a r t of t h e o b l i g e e .   Nor does any
    of t h e o t h e r evidence l i s t e d i n t h e m a j o r i t y opinion prove an o r a l
    c o n t r a c t by decedent t o d e v i s e and bequeath h i s p r o p e r t y t o p l a i n -
    tiff.      The l a p s e of some 24 y e a r s between 1942 and d e c e d e n t ' s d e a t h
    i n 1968, w i t h o u t enforcement o r mention of t h e a l l e g e d o r a l c o n t r a c t
    by p l a i n t i f f adds n o t h i n g t o t h e r e q u i r e d foundation.
    Absent any f o u n d a t i o n t h e r e f o r , we would h o l d t h a t t h e
    d i s t r i c t c o u r t abused i t s d i s c r e t i o n i n a d m i t t i n g t h e testimony
    of p l a i n t i f f under t h e deadman's s t a t u t e , and a c c o r d i n g l y t h a t
    la in tiff' s     c l a i m must f a i l .
    

Document Info

Docket Number: 12077

Filed Date: 7/11/1972

Precedential Status: Precedential

Modified Date: 3/3/2016