Bash v. Sims

210 So. 2d 180
CourtLouisiana Court of Appeal
DecidedApril 30, 1968
Docket10917
StatusPublished
Cited by9 cases

This text of 210 So. 2d 180 (Bash v. Sims) is published on Counsel Stack Legal Research, covering Louisiana Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bash v. Sims, 210 So. 2d 180 (La. Ct. App. 1968).

Opinion

210 So.2d 180 (1968)

Mrs. C. W. BASH, Administratrix of the Succession of Fred Davis, Plaintiff-Appellant,
v.
Mildred SIMS, Defendant-Appellant.

No. 10917.

Court of Appeal of Louisiana, Second Circuit.

January 11, 1968.
On Rehearing April 30, 1968.

*181 Morgan, Baker, Skeels & Coleman, Shreveport, for plaintiff-appellant.

J. C. Smith, Shreveport, for defendantappellant.

Before GLADNEY, AYRES and BARHAM, JJ.

GLADNEY, Judge.

This action was brought by Mrs. C. W. Bash, Administratrix of the Succession of Fred C. Davis for the purpose of having canceled and erased from the Conveyance Records of Caddo Parish an act of conveyance purporting to be an act of sale between Fred C. Davis and the defendant, Mildred Sims, dated September 3, 1965, and to have the Succession of Fred C. Davis recognized as the true and lawful owner of the real estate described in the deed, and other property of Fred C. Davis.

The defendant asserted that the deed purporting to bear the name of Fred C. Davis was signed by him and resulted from a verbal agreement in which Davis agreed to convey to her all property owned by him in consideration of services to be rendered until his death and that thereafter she would become the unconditional owner of the property remaining.

Upon the issues presented the trial court rendered judgment rejecting the demands of plaintiff for the cancellation of the deed and awarding the defendant, Mildred Sims, $2,500 for services rendered and further *182 ordered the defendant, Mildred Sims, to convey to the Succession of Fred C. Davis all of the property transferred by the decedent to the defendant and not expended in his care. The parties in interest have appealed devolutively and suspensively and each side has filed answers to the appeal.

Plaintiff asserts that the lower court erred in awarding funds in any amount to Mildred Sims, but that should the court hold defendant is so entitled then in such event the sum found to be due Mildred Sims should be placed on the tableau of distribution in the Succession of Fred C. Davis, and defendant be paid as an ordinary creditor of the succession; that the court erred in failing to order the erasure and cancellation of the deed; and that the court was in error in its taxation of the court cost.

The defendant on this appeal declares she is aggrieved by the judgment of the trial court ordering her to convey to plaintiff the immovable and other properties of defendant not expended in the care of Davis, and alternatively, it is urged the court erred in granting to defendant an insufficient amount of $2,500 and that she should be decreed the owner of all the property of which defendant should die possessed, with costs being assessed against the plaintiff.

Fred C. Davis was approximately 75 years of age at the time of the death of his wife in 1960 and was very nearly blind at that time. There was one son of the marriage who died shortly before Davis. The testimony of neighbors and friends indicated that even prior to 1960 Davis was dependent on other people for almost everything to be done outside of the home. Davis lived in the Southern Hills area of Shreveport until July 20, 1965 at which time he purchased a home in the Cedar Grove area. Shortly thereafter he became seriously ill and entered the P & S Hospital August 30, 1965 where he was attended by Dr. Joe E. Holoubek. The doctor testified Davis was critically ill with anemia and heart failure; the anemia, in his opinion, being due to an inadequate diet. Upon his release from the hospital on September 11, 1965 the patient was placed in a nursing home. Shortly thereafter Davis died in the nursing home on October 9, 1965 at the age of 81 years.

Mildred Sims, a single woman, testified that she met Davis in 1960 and did numerous things for Davis but she did not see him for about eight months before he moved to Cedar Grove. However, after he had moved, in response to a call she came to see him again, at which time she saw that no one was looking after him and she began to regularly give her assistance to his needs. She testified further that on August 21, 1965 Davis informed her he had reached a time when he needed someone to look after him for the rest of his life and gave her a signed blank check and told her he wanted her to take care of him during the remainder of his life; that he wanted to place all of his property in her care so that she could have money to spend upon him as it was needed; and that any amount remaining at his death was to be hers. Miss Sims related that pursuant to this conversation she caused her attorney to prepare a deed to the real estate owned by Davis and carried it to the P & S Hospital where it was signed by Davis in the presence of herself and Mrs. Verna Lee Deloach, a registered nurse at the hospital. The deed as executed was held by Miss Sims and not recorded until October 11, 1965, two days after the death of Davis.

Ira Moss, an official of the American Bank & Trust Company, testified that he had known Davis personally a number of years prior to his death and that Davis did his banking with his bank; that he often visited with Davis and the latter had discussed his financial affairs with him on many occasions, he having last visited Davis in the hospital during his last illness. After this visit Moss arranged a special bank account for Davis from which Mildred Sims could draw funds for his expenses and needs. Moss testified that at no time did Davis ever say anything to him or in his presence from which he inferred that it was *183 his intention to leave to Miss Sims the remainder of his estate upon his death.

Mrs. Deloach testified that she was present when the deed of September 3, 1965 was signed. Upon being asked whether there was any discussion of the deed at the time it was signed by Davis, Mrs. Deloach replied that she asked what she was going to sign and that Miss Sims replied it was a deed to the house so that there would be money if it was needed to take care of his expenses. Additional testimony was given by Mrs. Syble Poston who testified that she was a sitter in the hospital with Davis and that on one occasion while Ira Moss was present, she heard Davis tell Miss Sims "It is up to you to hold this bill down. I don't want to go and pay you nothing for your trouble." Also she said she heard Davis make the remark, "I want Miss Sims to have the bulk of what I leave."

Counsel for Mildred Sims timely objected throughout the trial to the introduction of any testimony concerning confection of the deed and the consideration recited therein, "* * * $500.00 and other good and valuable consideration * * *" on the ground that parol evidence was not permissible to alter or vary the terms of the deed as there had been no allegation of fraud or error in its confection. In overruling the objections, the trial judge noted that plaintiff had alleged Davis was blind and ill and had charged Mildred Sims had misrepresented to Davis the purpose of the execution of the deed, and that such allegations were sufficient to permit the introduction of parol evidence to sustain the validity of the deed, and further, that defendant herself had explained the existence of another and verbal contract between herself and Davis of which contract the deed was but a part, and such evidence was also admissible in explanation of a contemporaneous matter. The court determined the deed had actually been signed by Fred C. Davis and this ruling is supported by a preponderance of the evidence. In his opinion the trial judge declared:

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Bluebook (online)
210 So. 2d 180, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bash-v-sims-lactapp-1968.