Kenneth L. Dunbier v. J. T. Stanton, Executor, 170 Neb. 541

103 N.W.2d 797 (1960) · Supreme Court of Nebraska · June 10, 1960 · No. No. 34730

Summary

The Supreme Court of Nebraska reviewed the denial of Kenneth L. Dunbier’s claim against his father’s estate based on an alleged oral agreement concerning farming proceeds, property, and government bonds. The court held that the evidence did not sufficiently establish the alleged contract, rejected arguments based on gift, fraud, or undue influence because those issues were not properly pleaded, and affirmed the judgment for the executor. The court also addressed the effect of accepting bonds as a settlement and the standard of review in a law action tried without a jury.

Holdings

  1. The pleadings did not establish Kenneth's ownership of all bonds as a matter of law. A general settlement or payment defense is not an implied admission that a specific cause of action existed, and admissions are limited by the context in which they are made.
  2. The Supreme Court would not consider theories that were not raised by the pleadings and proof in the district court.
  3. The district court's findings were not clearly wrong, and the evidence did not sufficiently establish the alleged contract or the authenticity and date of the purported written agreement.
  4. The evidence supported the finding that Kenneth accepted the $9,000 in government bonds in full settlement of the rents and other obligations then disputed between him and Tony.
  5. Kenneth was not entitled to recover additional rents because the evidence concerning rents, taxes, insurance, and expenses was insufficient to support a determination that any balance was due.

Questions Presented

  1. Whether the executor's pleadings admitted Kenneth's ownership of all government bonds involved as a matter of law.
  2. Whether Kenneth could assert on appeal that the bonds were gifts or that Tony's disposition of them resulted from incompetency, fraud, or undue influence when those issues were not raised in the pleadings or presented to the trial court.
  3. Whether the district court's findings rejecting the alleged oral contract, the purported 1941 written agreement, and the claim for bond proceeds were clearly wrong.
  4. Whether Kenneth's acceptance of $9,000 in government bonds constituted an accord and satisfaction of disputed rents and other obligations.
  5. Whether the evidence supported recovery of additional rental proceeds for 1955 and 1956.

Disposition

affirmed

Cases Cited (25)

  • Fitch v. Martin, 83 Neb. 124, 119 N.W. 25; 84 Neb. 745, 122 N.W. 50(followed)
  • Cate & Foristall v. Hutchinson, 58 Neb. 232, 78 N.W. 500(followed)
  • O'Neal v. First Trust Co., 160 Neb. 469, 70 N.W.2d 466(followed)
  • Giacomini v. Giacomini, 163 Neb. 798, 81 N.W.2d 194(followed)
  • Lash v. Erisman, 167 Neb. 606, 94 N.W.2d 32(followed)
  • Hild v. Hild, 135 Neb. 896, 284 N.W. 730(followed)
  • Lewis v. Hiskey, 166 Neb. 402, 89 N.W.2d 132(followed)
  • Grant v. Williams, 158 Neb. 107, 62 N.W.2d 532(followed)
  • Plummer v. Fie, 167 Neb. 367, 93 N.W.2d 26(followed)
  • Granger v. Byrne, 160 Neb. 10, 69 N.W.2d 293(followed)

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