Dockery v. Hamner

202 So. 2d 550, 281 Ala. 343, 1967 Ala. LEXIS 960
CourtSupreme Court of Alabama
DecidedSeptember 14, 1967
Docket6 Div. 382
StatusPublished
Cited by13 cases

This text of 202 So. 2d 550 (Dockery v. Hamner) is published on Counsel Stack Legal Research, covering Supreme Court of Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Dockery v. Hamner, 202 So. 2d 550, 281 Ala. 343, 1967 Ala. LEXIS 960 (Ala. 1967).

Opinion

*345 COLEMAN, Justice.

Complainants appeal from decree denying relief in suit to cancel a deed.

The ten complainants are children and grandchildren of Mrs. Dockery, deceased. Respondents are Lucille Dockery Hamner, sometimes referred to as Mrs. Hamner, and her husband, Alvin Trimm Hamner. Mrs. Hamner is a daughter of Mrs. Dockery. The ten complainants and Mrs. Hamner, together, comprise and constitute all the next of kin and heirs at law of Mrs. Dockery, who left a will devising all her real estate to complainants and Mrs. Hamner.

On June 19, 1957, Mrs. Dockery, for a recited consideration of $1,000.00, conveyed three and three-tenths acres of land to respondents by warranty deed. Mrs. Dockery signed by her (X) mark. The signature is •attested by two witnesses. A notary public •certified in code form that Mrs. Dockery acknowledged voluntary execution of the •deed on the day it bears date. The deed was filed for record in the office of the Judge of Probate at 10 a. m. on the day of its date. Mrs. Dockery died October 24, 1961.

Complainants pray for cancellation on three grounds, severally, to wit: lack of ■consideration, undue influence, or mental incapacity.

On the trial, complainants offered the •oral testimony of one witness, Mrs. Dovie Dollar, a complainant. Respondents called no witness. The cause was submitted on "bill, answer, and Mrs. Lollar’s testimony. 'The court denied relief and dismissed the hill of complaint.

Complainants assert that the court erred in denying relief because, under the evidence, they are entitled to have the deed ■cancelled on the ground that its execution was obtained by Mrs. Hamner’s exercise ■of undue influence over her mother, Mrs. Dockery.

■ Complainants say: that once the parties attacking the deed have shown that a child is dominant in her relations to her parent, the burden of proof is shifted to the child to go forward with evidence and prove satisfactorily that the transaction was fair and equitable in every respect; that complainants did show that Mrs. Hamner was the dominant spirit; that respondents failed to exonerate themselves; and, therefore, complainants are entitled to cancellation of the deed and the court erred in denying relief.

We repeat the statement of certain applicable principles. The relationship of parent and child is confidential. It is presumed, prima facie, that, in all transactions between parent and child, the parent is the dominant party. The mere fact of a donation from parent to child does not itself raise a presumption of undue influence, but, on the contrary, the presumption is that such a transaction is free from undue influence. Dillard v. Hovater, 254 Ala. 616, 618, 619, 49 So.2d 151.

Such presumption is not conclusive, and where it is made to appear by the proof that the child, and not the parent, is the dominant spirit, then the burden of proof is shifted to the former to establish the fairness of the transaction and that it was not the result of undue influence. Tipton v. Tipton, 249 Ala. 537, 32 So.2d 32.

The burden of proof is, however, upon those seeking to invalidate such a transaction to reasonably satisfy the court that time and circumstances have reversed the order of nature so that the dominion of the parent has not merely ceased, but has been displaced by subservience to the child. Dillard v. Hovater, supra.

Complainants seek to invoke the doctrine that, in transactions inter vivos where the parties stand in confidential relations, and the grantee, who is the beneficiary, is the dominant spirit in the transaction, the law raises up the presumption of undue influence and casts upon the grantee the burden of repelling such presumption by satisfactory evidence whenever the transaction is assailed. McLeod v. McLeod, 145 Ala. 269, 272, 40 So. 414.

*346 It was established that the grantor, Mrs. Dockery, and the grantee, Mrs. Hamner, were parent and child. Grantor and grantee, therefore, bore a confidential relationship to each other. Dillard v. Hovater, supra. The prima facie presumption, however, is that the parent, the grantor, was the dominant party. Idem.

In order to raise the presumption that the transaction was the result of undue influence exercised by the grantee over the grantor the party seeking to invalidate the deed, the complainants in the instant case, must show clearly and satisfactorily by the evidence that the order of nature had been reversed and that the grantee, Mrs. Hamner, was the dominant spirit. Who was the dominant spirit in such cases becomes a question of importance in the application of the burden of proof. Webb v. Webb, 250 Ala. 194, 204, 33 So.2d 909; Wooddy v. Matthews, 194 Ala. 390, 396, 60 So. 607; McLeod v. McLeod, supra.

The only witness testifying was heard ore tenus. The question then, is whether the trial court is plainly and palpably wrong in not finding that complainants had discharged their burden of proving that Mrs. Hamner was the dominant party in the transaction which resulted in Mrs. Dockery’s execution of the deed.

Mrs. Lollar’s testimony is the only evidence offered by complainants to prove that Mrs. Hamner was the dominant party. Mrs. Lollar testified that Mrs. Dockery was her mother and Mrs. Hamner her sister; that Mrs. Dockery suffered a heart attack in January, 1957, when she was 78 or 79 years old; that she had a stroke in October or November, 1957; that, after the heart attack, Mrs. Hamner handled Mrs. Dockery’s business affairs.

Mrs. Lollar testified that Mrs. Hamner “could handle” Mrs. Dockery and could “persuade her to do anything” Mrs. Hamner wanted her to do. Respondents’ objection to this testimony was noted. There was no ruling on this or any other objection to evidence. By statute, in consideration of equity cases, the trial court and this court are enjoined to consider only such testimony as is relevant, material, competent,, and legal where there is no ruling on obj ections to testimony. Act approved June 8, 1943, 1943 Acts, page 105; see 1958 Recompilation of Code 1940, Title 7, § 372(1).. The testimony that Mrs. Hamner could handle Mrs. Dockery and persuade her to. do anything Mrs. Hamner wanted her to do clearly was a conclusion of the witness, and not competent and legal. We presume that the trial court did not, and we do not,, consider this testimony.

Mrs. Lollar testified that Mrs. Dockery “never was herself” after the heart attack and “was disturbed and more or less living in the past.” Respondents objected to this statement as a conclusion, which we think it is.

The witness testified that after the heart attack, Mrs. Dockery lived in a house near the property in suit; that a sister of witness, Mrs. Fields, “was staying there to watch over her”; that, when Mrs. Fields was not working, she would be there all the time, but when she worked she would be there from four o’clock until she left for work the next morning; that the witness stayed with Mrs. Dockery the other time from 8:00 until 4:00; that Mrs. Dockery would get it in her mind that she wasn’t at home and she wanted to go home; that “We thought it was Windham Springs, but we would carry her there and that wasn’t what she wanted”; that “where she was living was where she would make the statement that she wanted to go home. She didn’t realize she was at home”; that Mrs.

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Bluebook (online)
202 So. 2d 550, 281 Ala. 343, 1967 Ala. LEXIS 960, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dockery-v-hamner-ala-1967.