Beck v. Beck

593 S.E.2d 445, 163 N.C. App. 311, 2004 N.C. App. LEXIS 367
CourtCourt of Appeals of North Carolina
DecidedMarch 16, 2004
DocketNo. COA03-293
StatusPublished
Cited by2 cases

This text of 593 S.E.2d 445 (Beck v. Beck) is published on Counsel Stack Legal Research, covering Court of Appeals of North Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Beck v. Beck, 593 S.E.2d 445, 163 N.C. App. 311, 2004 N.C. App. LEXIS 367 (N.C. Ct. App. 2004).

Opinion

HUDSON, Judge.

On 18 February 2000, plaintiffs filed suit seeking to set aside a deed executed in 1998 by plaintiff and her late husband. Following Avery Edward Beck’s (“Mr. Beck”) death on 22 September 2000, two writings were discovered, one dated 1995 and the other 1998, each [312]*312purporting to be Mr. Beck’s will. Both wills named Evelyn Barton Beck (“plaintiff’) as the sole devisee and executor. Though plaintiff contended that Mr. Beck had not been competent to execute a will in 1998, the Clerk of Superior Court of Davidson County probated the 1998 will as the decedent’s last known testamentary instrument. On 9 January 1998, the parties stipulated that evidence of plaintiff’s qualification as executor under the 1998 will would not be admissible “for purposes of proving that Avery Edward Beck was competent on January 19, 1998.” The court entered an order 24 July 2002 granting partial summary judgment and limiting the issue for trial to a determination of Mr. Beck’s mental capacity to execute the 1998 deed. Shortly thereafter, on 20 August 2002, defendant gave “Notice of Intention to Plead Title by Estoppel.” At the close of plaintiffs’ evidence, defendant moved for dismissal under Rule 41(b), arguing title by estoppel. The court granted the motion and plaintiffs appeal. For the reasons discussed below, we reverse.

Plaintiff is Mr. Beck’s widow and the mother of defendant Larry Beck (“defendant”). She testified that in 1980 Mr. Beck retired from his career as a professional golfer. Between 1985 and 1990, she began to see behavioral changes in her husband, including disorientation, forgetfulness and physical frailty. In 1995, Mr. and Mrs. Beck moved from Wake Forest back to their hometown of Lexington. Mr. Beck owned a six acre tract there, and the Becks owned an adjacent eight acre tract as tenants by the entirety. Larry Beck lived in a home on the six acre tract, and operated a driving range located partly on the six acre tract and partly on the eight acre tract. Plaintiff and her husband surveyed off a .96 acre portion of their tenants by the entirety property and built a home there.

Plaintiff testified that her husband’s condition continued to decline after the move, and that eventually she placed a lock on his bedroom door to prevent him from wandering alone. In August 1998, plaintiff placed her husband in a nursing home. At that time she discussed options for paying for Mr. Beck’s care with her son, defendant Larry Beck. Defendant suggested that his parents convey their property to him to enable Mr. Beck to qualify for Medicaid, and trust him to return the property when paying for Mr. Beck’s care was no longer an issue. Defendant introduced his mother to his attorney, Steven Holton (“Mr. Holton”), and accompanied Mr. Holton on his visits to speak with plaintiff.

On 19 January 1998, defendant, plaintiff, Mr. Holton and two of his paralegals gathered at the Beck’s home to execute the deed and [313]*313other papers. According to plaintiff, her husband sat across the room facing the television and did not participate in any discussions. Defendant brought his father over to sign the papers at the appropriate time and then returned him to his chair in the living room. Several documents were executed by the Becks, including: a deed conveying the eight and six acre tracts to Larry Beck, less the .96 acre tract on which the Beck home sat; a deed conveying the .96 acre tract to the Becks’ daughter Anita and reserving a life estate for themselves, and several other documents plaintiff testified that she did not clearly understand. Defendant paid no consideration for the property he received from his parents.

Some time later, plaintiff contacted Mr. Holton for advice about regaining the property, but Mr. Holton continued to represent Defendant and suggested that plaintiff seek other counsel. Mr. Beck died on 22 September 2000. At trial in September 2002, plaintiff, Anita Beck, Anita’s former husband, James Johnson, Jr., and Mr. Beck’s primary care physician each testified that Mr. Beck did not have the capacity to execute a deed on 19 January 1998.

Plaintiff first argues that dismissal was improper because it was based on documents which were not introduced into evidence. Specifically, plaintiff objects to finding of fact one, in which the court found that she executed several documents on 19 January 1998, including the deed at issue here, which was introduced. Finding one also includes other documents executed by Mr. Beck on that date, which were not introduced in evidence. However, all of the documents were widely discussed by plaintiff in her testimony before the court. We find no error in the court’s consideration of testimony about the documents not formally admitted into evidence.

Next, plaintiff challenges the court’s conclusions 1) that she was estopped from challenging her husband’s mental capacity and 2) that the property in question would pass to defendant regardless of Mr. Beck’s capacity at the time of the deed’s execution. Because the court’s findings of fact are inadequate to support its conclusions, we reverse and remand for further proceedings.

The court granted defendant’s motion to dismiss, based in part on the following conclusions of law:

1. The Plaintiff, Evelyn Barton Beck, is estopped from challenging the mental capacity of her deceased husband as of January 19, 1998.
[314]*3142.The property would pass to the Defendant herein regardless of whether the Court finds the decedent Avery Edward Beck incompetent or not.

These conclusions of law purport to be based upon the court’s eight findings of fact:

1. That Avery Edward Beck executed a number of legal documents on January 19, 1998 which documents include the following:
a. A Last Will and Testament;
b. A Power of Attorney in favor of his wife, Evelyn Barton Beck;
c. A Revocation of a previous Power of Attorney;
d. A Healthcare Power of Attorney in favor of his wife, Evelyn Barton beck;
e. A Declaration of a Desire for a Natural Death;
f. A Deed from Avery Edward Beck and Wife, Evelyn Barton Beck [sic] to Anita Beck; and
g. A Deed from Avery Edward Beck and wife, Evelyn Barton Beck, to Larry Eugene Beck, which Deed is the subject matter of this action.
2. That the Plaintiff now seeks to challenge that Deed referenced in Finding of Fact lg, [sic] above, on the grounds of Avery Edward Beck’s alleged incompetence or lack of mental capacity at the time of the execution of the Deed.
3. That Plaintiff asserts in the Complaint herein that she was Avery Edward Beck’s “duly appointed attorney-in-fact.”
4. That the Power of Attorney referenced above was executed contemporaneously with the Deed being challenged herein.
5. That Plaintiff filed a wrongful death lawsuit against another party as his personal representative by virtue of his Last Will and Testament, also executed contemporaneously with the Deed challenged herein.
6. That the Plaintiff is estopped from now challenging Avery Edward Beck’s mental capacity as to one document when Plaintiff has accepted the validity of and exercised her rights [315]

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Cite This Page — Counsel Stack

Bluebook (online)
593 S.E.2d 445, 163 N.C. App. 311, 2004 N.C. App. LEXIS 367, Counsel Stack Legal Research, https://law.counselstack.com/opinion/beck-v-beck-ncctapp-2004.