Brown v. Ainsworth

943 So. 2d 757, 2006 WL 3409908
CourtCourt of Appeals of Mississippi
DecidedNovember 28, 2006
Docket2005-CA-00329-COA
StatusPublished
Cited by3 cases

This text of 943 So. 2d 757 (Brown v. Ainsworth) is published on Counsel Stack Legal Research, covering Court of Appeals of Mississippi primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Brown v. Ainsworth, 943 So. 2d 757, 2006 WL 3409908 (Mich. Ct. App. 2006).

Opinion

943 So.2d 757 (2006)

Kay BROWN, as Conservator of the Estate of Samuel Wilson Brown, Ward, Melvin N. Brown and Jimmy Brown, Appellants,
v.
Charles AINSWORTH, Appellee.

No. 2005-CA-00329-COA.

Court of Appeals of Mississippi.

November 28, 2006.

*759 Stephen L. Beach, Jackson, attorney for appellants.

Richard Redfern, attorney for appellee.

Before KING, C.J., SOUTHWICK and IRVING, JJ.

IRVING, J., for the Court.

¶ 1. Kay Brown, as conservator of Samuel Wilson Brown's (Samuel) estate, Melvin Brown, and Jimmy Brown (the Browns) filed a petition to set aside a deed conveying property from Samuel to Charles Ainsworth, on the grounds of undue influence and incompetency. After hearing all the evidence, the Simpson County Chancery Court found that no undue influence had been exerted and that Samuel was competent when he conveyed the property to Ainsworth. Aggrieved, the Browns appeal and assert the following errors, which we quote verbatim:

1. Did the Chancery Court commit manifest error in finding no suspicious circumstances which would shift the burden of proof regarding undue influence and the validity of the deed of the subject property to Charles Ainsworth?
2. Did the Chancery Court Judge commit manifest error in failing to further examine the restoration of reason and legal competency of Samuel Wilson Brown, Deceased?
3. Did the Chancery Court Judge commit manifest error in failing to find that there was undue influence exerted over Samuel Wilson Brown, deceased, by Charles Ainsworth?
4. Did the Chancery Court Judge commit manifest error in discounting the testimony of expert witnesses over the testimony of a lay person?

¶ 2. Finding no error, we affirm.

FACTS

¶ 3. Samuel owned around 122 acres of real property in Simpson County, upon which he also lived in a house. The property was acquired by him through his father's estate. The evidence is uncontested that Samuel suffered from severe mental and physical problems.[1] As a result, Samuel *760 was placed under a conservatorship that was overseen by various members of his family, most recently his sister, Kay. Samuel was placed under the conservatorship in the 1970s, but the conservatorship was lifted and Samuel was restored to reason by a court order in 1995. The conveyance at issue in this case was made in 1998, and the petition to set aside the conveyance was filed in 2000. Evidence indicates that Samuel suffered from physical problems near in time to the signing of the conveyance. Samuel was placed back under a conservatorship in 1999, after the conveyance of the property but before the petition to set aside the conveyance. Samuel passed away before the matter came to trial and therefore was not questioned as a witness.

¶ 4. Samuel and Ainsworth became friends and would often go to livestock events together. Additionally, evidence indicated that the two men were close and "Samuel Wilson Brown would confide in Charles Ainsworth." With regard to the conveyance in dispute, Ainsworth drove Samuel to Samuel's attorney and paid for the deed that conveyed Samuel's property to Ainsworth. However, evidence indicated that Ainsworth did not drive Samuel to his doctor's appointments, and Samuel was, at times, able to care for himself and manage his own affairs. Testimony by Tommy Welch, a former county official who knew Samuel, indicated that Samuel had told Welch that he wanted to transfer the subject property to Ainsworth. Welch also testified that Samuel even described how he was going to set about conveying the property. Also notable, as pointed out by the court below, Samuel conducted business, handled money, and signed conveyances both before and after the 1998 conveyance with no complaint from his family and no claim that he was incompetent to conduct his own business.

DISCUSSION AND ANALYSIS OF THE ISSUES

Standard of Review

¶ 5. We will not disturb a chancellor's fact findings on appeal unless those findings are "manifestly wrong, clearly erroneous, or not supported by substantial credible evidence." City of Picayune v. S. Reg'l Corp., 916 So.2d 510, 518(¶ 22) (Miss. 2005) (citing Brown v. Miss. Dep't of Human Servs., 806 So.2d 1004, 1005(¶ 4) (Miss.2000)). If substantial evidence supports the chancellor's findings, we will not reverse, even though "we might have found otherwise as an original matter." Id. at 518-19(¶ 22) (citing In re Guardianship of Savell, 876 So.2d 308, 312(¶ 4) (Miss.2004)). "While we give deference to a chancellor's determination of fact, we review the chancellor's determinations of law de novo." Id. at 519(¶ 23).

1. Burden of Proof

¶ 6. In this claim of error, the Browns claim that they proved that there was a confidential relationship between Samuel and Ainsworth, such that the burden of proof to show that there was no undue influence exercised in the conveyance *761 shifted to Ainsworth. Only upon a finding that there was a confidential relationship would the burden shift to Ainsworth to show that there was no fraud or undue influence exercised in the course of the conveyance. Greenlee v. Mitchell, 607 So.2d 97, 105 (Miss.1992) (citing Miner v. Bertasi, 530 So.2d 168, 171 (Miss.1988)). "Without the existence of a confidential relationship, undue influence must be proved from the evidence without the benefit of any presumption." Id.

¶ 7. A confidential relationship arises where "a dominant, over-mastering influence controls over a dependent person or trust, justifiably reposed." Wright v. Roberts, 797 So.2d 992, 998(¶ 17) (Miss. 2001) (citing Murray v. Laird, 446 So.2d 575, 578 (Miss.1984)). There are several factors that a court looks at when determining whether a confidential relationship is present:

(1) whether one person has to be taken care of by others,
(2) whether one person maintains a close relationship with another,
(3) whether one person is provided transportation and has [his] medical care provided for by another,
(4) whether one person maintains joint accounts with another,
(5) whether one is physically or mentally weak,
(6) whether one is of advanced age or poor health, and
(7) whether there exists a power of attorney between the one and another.

Id. at 998(¶ 18) (quoting In re Estate of Dabney, 740 So.2d 915, 919(¶ 12) (Miss. 1999)).

¶ 8. The court in this case specifically addressed the confidential relationship factors. The court specifically found that Ainsworth did not provide care for Samuel. The court found that Ainsworth sometimes drove Samuel around, but that Samuel also "drove his own vehicle." The court did not specifically address the issue of joint accounts or power of attorney, but we note that no evidence at trial indicates that Ainsworth and Samuel had joint accounts or that Ainsworth had power of attorney. The court did find that Ainsworth and Samuel had a close, personal relationship and that Samuel confided in Ainsworth as a friend. The court also noted that Samuel had both mental and physical problems that were often severe, even requiring hospitalization around the time of the execution of the deed.

¶ 9. We find that the court did not err in finding that the Browns failed to prove that there was a confidential relationship between Samuel and Ainsworth.

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Bluebook (online)
943 So. 2d 757, 2006 WL 3409908, Counsel Stack Legal Research, https://law.counselstack.com/opinion/brown-v-ainsworth-missctapp-2006.