Arthur B. Roberts v. Robert Bailey

470 S.W.3d 32, 2015 Tenn. LEXIS 589
CourtTennessee Supreme Court
DecidedJuly 31, 2015
DocketM2013-01950-SC-R11-CV
StatusPublished
Cited by7 cases

This text of 470 S.W.3d 32 (Arthur B. Roberts v. Robert Bailey) is published on Counsel Stack Legal Research, covering Tennessee Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Arthur B. Roberts v. Robert Bailey, 470 S.W.3d 32, 2015 Tenn. LEXIS 589 (Tenn. 2015).

Opinion

OPINION

GARY R. WADE, J.,

delivered the opinion of the Court,

in which SHARON G. LEE, C.J., and CORNELIA A. CLARK, JEFFREY S. BIVINS, and HOLLY KIRBY, JJ., joined.

The plaintiffs filed suit against the defendants to settle a boundary dispute. During the litigation, the defendants, who had for years enjoyed the continuous and exclusive possession of their lands, discovered that their ancestors, husband and wife, had acquired title during the “gap years” and, in consequence, had owned the lands as tenants in common rather than tenants by the entirety. The defendants, proceeding as third-party plaintiffs, filed a motion to quiet title against third-party defendants, also descendants of their ancestors, who each claimed an ownership interest in the disputed lands by inheritance. The trial court granted summary judgment in favor of the third-party defendants. The Court of Appeals affirmed. On remand, the defendants/third-party plaintiffs amended their complaint, seeking to establish title by prescription. The trial *34 court again denied relief, and the Court of Appeals affirmed, holding that the’ third-party defendants’ “undisputed ignorance” of their status as co-tenants in common with their relatives precluded a “presumptive ouster” and, therefore, prevented the defendants/third-party plaintiffs from taking title by prescription. Because the undisputed facts establish that each of the elements, of title by prescription has been satisfied, the Court of Appeals is reversed and the original defendants are awarded title by prescription. This cause is remanded to the trial court for further pro- . ceedings consistent with .this opinion.

I. Facts and Procedural History

On October 2, 1918, N.B. Bailey and his wife, Pearl Bailey, acquired by general warranty deed approximately 100 acres of land, known as the James Farm, in Lou-don County. The property was' described in two tracts: “Tract I,” consisting of approximately fifty-eight acres,-.-and “Tract II,” consisting of approximately ■ forty-three acres. In 1948, N.B. Bailey died-intestate, survived by. his widow, _ Pearl Bailey, and their four children, Robert W. Bailey, Naomi Bailey Littleton, Thelma Bailey Patty, and Pauline Bailey Whitaker. On July 12, 1957, Pearl Bailey, believing that she had a 100% ownership interest in the James Farm, conveyed Tract I by general warranty deed to her son, Robert W. Bailey, and his wife, Fay Bailey; Pearl Bailey reserved for herself a life estate interest in the property. On November 3, 1959, Robert. W. Bailey and Fay Bailey conveyed their respective interests in a 1/4-acre parcel of Tract I to Robert’s sister, .Thelma Bailey Patty, and her husband, Ned Patty; in order to terminate her life estate interest as to the 1/4-acre parcel, Pearl Bailey joined in this convey-anee to' the Pattys. Later, Pauline Bailey WZhitaker, who was divorced, died intestate without any children. On February 4, 1977, Pearl Bailey conveyed all of her interest in Tract TI, in equal shares, to her three living children: Robert W. Bailey, Naomi Bailey Littleton, and Thelma Bailey Patty. 1

On September 3, 1983, Fay Bailey conveyed all of her interest in Tract I by quitclaim deed to her two children, Richard Neal Bailey and Lisa Bailey Dishner; her husband, Robert W. Bailey, did not join in this conveyance. Two months later, Pearl Bailey died, extinguishing her life estate interest. On September 22, 1990, Naomi Bailey Littleton conveyed all of her interest in the .James Farm, which was specifically described as including, only Tract II, by deed to Robert W. Bailey; this deed did not purport to convey any interest in Tract I. On October 8, 1990, Naomi Bailey Littleton died intestate survived by one of her two sons, Dale Little-ton. She was also survived by her grandchildren, Mark Lee Littleton and Kimber Littleton, who are the children of Wayne Littleton, who had predeceased his mother, Naomi Bailey Littleton. On August 3, 1991, Robert W. Bailey executed a deed conveying all of his interest in the James Farm to his children, Richard Neal Bailey and Lisa Bailey Dishner; Robert W. Bailey reserved for himself a life estate interest in the- property. On November 1, 2001, Thelma Bailey Patty, who had survived her husband Ned Patty, died testate. Thelma’s will named her daughter, Charlotte Ann Patty Dutton, as her sole real-estate beneficiary.

On March 27, 2009, Arthur B. Roberts and his wjife, Tia Roberts, filed suit against Robert W. Bailey and his two children, Richard Neal Bailey and Lisa Bailey Dish- *35 ner (hereinafter collectively referred to as the “Baileys”) in an effort to establish a boundary line between the James Farm and the Robertses’ property. The Rob-ertses eventually settled all of their claims against the Baileys and are not a party to this appeal. As a result of the boundary litigation, however, the Baileys became aware for the first time that Pearl Bailey, as a tenant in common with her husband, N.B. Bailey, did not acquire a 100% ownership interest in the James Farm upon the death of her husband in 1948. Because N.B. and Pearl had acquired the James Farm in 1918, the conveyance took place in the “gap years,” 1914 to 1919, during which time a deed to a husband and wife created a tenancy in common with no right of survivorship, rather than a tenancy by the entirety, which vests a surviving. spouse with full ownership in the property upon the death of the other spouse. See generally Moore v. Cole, 200 Tenn. 43, 289 S.W.2d 695 (Tenn.1956); Gill v, McKinney, 140 Tenn. 549, 205 S.W. 416 (Tenn.1918). The Baileys filed a third-party complaint against the descendants of Naomi Bailey Littleton and Thelma Bailey Patty to quiet title as to Tract I, naming as third-party defendants Dale Littleton, Mark Lee Littleton, Kimber Littleton, and Charlotte Ann Patty Dutton (hereinafter collectively referred to as the “Little-tons”). 2 Robert W. Bailey died on February 1, 2013, thereby terminating his life estate interest. There is no dispute as to the ownership of Tract II. ■

In their third-party complaint, the Baileys initially claimed full ownership of Tract I on the theory that the actual intention of the 1918 deed - was to create a tenancy by the entirety between N.B. Bailey and Pearl Bailey, and that, in consequence, Robert W. Bailey and Fay Bailey had received all rights, title, and interest in the property by virtue of the 1957- conveyance of Tract I from Pearl Bailey. In recognition of the confusion created by the gap years, the Baileys asked the trial court to reform the 1918 deed so as to confirm the right of survivorship in Pearl Bailey, meaning that upon N.B.’s death, Pearl would have retained a 100% ownership interest.

In response to' the third-party complaint by the Baileys, the Littletons claimed their respective ownership interests in Tract I on the basis that the 1918 deed had created a tenancy in common between N.B. Bailey and Pearl Bailey, meaning that upon N.B.’s death without a will, Pearl would have retained only a fifty-percent interest, while N.B.’s fifty-percent interest would have passed first to his children in equal shares and eventually to his grandchildren and great-grandchildren. .

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Cite This Page — Counsel Stack

Bluebook (online)
470 S.W.3d 32, 2015 Tenn. LEXIS 589, Counsel Stack Legal Research, https://law.counselstack.com/opinion/arthur-b-roberts-v-robert-bailey-tenn-2015.