Dunn v. Dunn

503 S.W.2d 168, 255 Ark. 764, 1973 Ark. LEXIS 1440
CourtSupreme Court of Arkansas
DecidedDecember 17, 1973
Docket73-182
StatusPublished
Cited by20 cases

This text of 503 S.W.2d 168 (Dunn v. Dunn) is published on Counsel Stack Legal Research, covering Supreme Court of Arkansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Dunn v. Dunn, 503 S.W.2d 168, 255 Ark. 764, 1973 Ark. LEXIS 1440 (Ark. 1973).

Opinion

Frank Holt, Justice.

Appellant brought this action for a divorce against the appellee and for a determination of their respective property rights. The issues were joined by appelee’s counter-claim by which she also sought a divorce and adjudication of her property rights. The chancellor found that the appellant husband did not prove grounds for a divorce and “the proof falls far short of establishing fraud or deceit” on the part of the appellee wife when her husband made her joint owner of all his personal and real property; that the appellee had established her alleged grounds for divorce based upon personal indignities; that the various instruments, which included passbook savings accounts, certificates of deposit and deeds which were changed by appellant husband to create tenancies by the entirety or joint ownership, were valid; and that the trial court was not divested of jurisdiction by the appeal from the divorce decree inasmuch as the court specifically reserved jurisdiction for thirty days in order for the parties to effect an agreement between themselves as to a division of their property rights. When this was not accomplished within the specified time limit, a final order was then rendered.

For reversal appellant first contends that the court erred in upholding the validity of a revocation by Leonard (appellant) of his revocable trust and subsequent transfer of his property to the joint ownership of himself and his wife, Christine (appellee), inasmuch as a confidential relationship existed between them with Christine being the dominant party which created a presumption of coercion or fraud, which presumption Christine did not rebut with sufficient evidence that the instruments were freely and voluntarily executed. Our cases hold that where a confidential relationship exists between a donor or grantor and a dominant donee or grantee, then that donee or grantee must produce evidence to show that the instruments were freely and voluntarily executed. Norton v. Norton, 227 Ark. 799, 302 S.W. 2d 78 (1957), involving a mother-grantor, son-grantee relationship; Gillespie v. Holland, 40 Ark. 28 (1882), involving a sister-grantor, brother-grantee relationship; Young v. Barde, 194 Ark. 416, 108 S.W. 2d 495 (1937), where the gift to the dominant daughter-grantee was referred to as prima facie void; and Jamison v. Duncan, 233 Ark. 780, 348 S.W. 2d 709 (1961), involving an aged and mentally weak uncle-grantor. Of course, the confidential relationship based on faith and repose as well as the dominant position must be supported by testimony before the presumption of coercion will arise. Donaldson v. Johnson, 235 Ark. 348, 359 S.W. 2d 810 (1962).

Leonard and Christine were married on July 31, 1971, when he was 68 and she was 47. It follows that a confidential relationship was therefore established by the marriage. Of course, it is recognized that no greater confidential relationship is known to the law than that which exists between a husband and wife. See Gillespie v. Holland, supra; 41 Am. Jur. 2d, Husband and Wife, § 272.

We now review the evidence with respect to the dominant party in this confidential relationship. In 1967 Leonard had suffered permanent brain damage from a stroke. A year later his wife died. On April 27, 1971, Leonard signed a will making numerous relatives of his and his deceased wife his beneficiaries of a substantial estate. On June 8, 1971, he executed a revocable trust to the same effect. These instruments were drafted by a Little Rock attorney after consultations with him. He was driven there from his home at Hampton by one or two of his relatives who were minor beneficiaries. During the first part of this year, he proposed marriage to three different women in the locality. Each refused his proposal. A widow testified “[H]e just didn’t know and he wasn’t capable of knowing what he wanted.” Another woman said that the first time he came to see her he said he was “looking for a wife” and “it kinda of stunned me.” This woman said he was unable to speak distinctly because of his stroke. The other woman testified that he surprised her by proposing marriage the first time she was with him and that on May 29, after several dates, she refused marriage. She also noticed he had a definite speech problem. He assured each of these women that they would never need to continue work since he was financailly well to do.

In the early part of 1971, through a mutual friend, Leonard was introduced to Christine, who had recently returned to her local community from out of state employment after several years’ absence. In June, he proposed marriage to her. About the middle of July she accepted his proposal and they were married on July 31. About a month following the marriage, he told her about the revocable trust and under the terms of it she would receive nothing. Within a few days, accompanied by him, she drove to El Dorado to consult with an attorney who had previously represented her father. As a result of the conference Leonard signed shortly thereafter (September 2, 1971) a revocation of his trust agreement and then conveyed all of his real property and various savings accounts to their joint ownership. In March, 1972, they moved into a new home at nearby Tinsman, Arkansas. The construction and furnishing approximated $36,000 and were paid for by the sale of some of Leonard’s timber. At the time they moved, she acquired possession of all his passbooks and certificates of deposit (totaling approximately $117,000) and kept them in her possession until this litigation arose in July, 1972, which was one year after their marriage. The week before Christine left Leonard she cashed one certificate of deposit for approximately $15,000 at Camden. She immediately drove to El Dorado and deposited $14,000 of the funds in a bank in her name.

A doctor, who treated Leonard in 1967 following his stroke, testified that he suffered permanent brain damage and as a result he became dependent and easily subjected to influence by others. A clinical psychologist examined and tested Leonard a short time before the trial and it was his opinion that his mental condition was below average; his judgment in his social affairs was in the mentally deficient range; and it would be difficult for him to function in some areas of life. Furthermore, that due to Leonard’s mental deficiency he would depend on any person in whom he had trust and confidence.

The attorney who drafted his revocable trust about two months before the marriage testified that, although he appeared to have testamentary capacity, Leonard wanted someone to assist him in making his decisions and he indicated that he needed greater assistance in making decisions than the average client. The purpose of the trust was to prevent a “prospective wife” from getting any of his property. However, if he “got along fine” upon remarriage he wanted to cancel the trust and “take care of his wife.” Other evidence was adduced by lifelong friends that before Leonard’s stroke he was mentally alert and above average and since then he was an entirely different individual; that he got things “backwards;” that he refers to a man as “she” and a woman as “he;” that he was no longer talkative and had a bad memory. Leonard’s relatives testified that he could not talk well and that someone had to write his rent receipts and he was unable to take care of his store and rent houses alone.

Leonard himself testified. During his testimony he referred to Christine as “him” or “he”.

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

Related

Young v. Young
278 S.W.3d 603 (Court of Appeals of Arkansas, 2008)
Medlock v. Mitchell
234 S.W.3d 901 (Court of Appeals of Arkansas, 2006)
Myrick v. Myrick
2 S.W.3d 60 (Supreme Court of Arkansas, 1999)
Continental Express v. Harris
965 S.W.2d 811 (Court of Appeals of Arkansas, 1998)
Rachel v. Rachel
729 S.W.2d 16 (Court of Appeals of Arkansas, 1987)
Brown v. Bell
722 S.W.2d 592 (Supreme Court of Arkansas, 1987)
Thornton v. Gamble
688 P.2d 1268 (New Mexico Court of Appeals, 1984)
Perrin v. Perrin
656 S.W.2d 245 (Court of Appeals of Arkansas, 1983)
Smith v. Smith
640 S.W.2d 458 (Court of Appeals of Arkansas, 1982)
Burns v. Lucich
638 S.W.2d 263 (Court of Appeals of Arkansas, 1982)
Chrestman v. Chrestman
630 S.W.2d 60 (Court of Appeals of Arkansas, 1982)
Marshall v. Marshall
607 S.W.2d 90 (Court of Appeals of Arkansas, 1980)
Morrow v. Morrow
603 S.W.2d 431 (Court of Appeals of Arkansas, 1980)
McNew v. McNew
559 S.W.2d 155 (Supreme Court of Arkansas, 1977)

Cite This Page — Counsel Stack

Bluebook (online)
503 S.W.2d 168, 255 Ark. 764, 1973 Ark. LEXIS 1440, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dunn-v-dunn-ark-1973.