Evans v. Bottomlee

148 S.E.2d 712, 150 W. Va. 609, 1966 W. Va. LEXIS 183
CourtWest Virginia Supreme Court
DecidedJune 14, 1966
Docket12537
StatusPublished
Cited by6 cases

This text of 148 S.E.2d 712 (Evans v. Bottomlee) is published on Counsel Stack Legal Research, covering West Virginia Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Evans v. Bottomlee, 148 S.E.2d 712, 150 W. Va. 609, 1966 W. Va. LEXIS 183 (W. Va. 1966).

Opinion

Browning, Judge:

Plaintiffs, three sisters and heirs-at-law of Mrs. Pearl Hamb, who died intestate on June 20, 1964, brought this *610 action in the Circuit Court of Kanawha County to cancel and declare null and void a certain deed from Pearl Hamb to the defendant, Jane Wells Bottomlee, a niece and heir-at-law of Mrs. Hamb. The deed in question, dated March 2, 1964, and purporting to convey all of Mrs. Hamb’s real property in the town of Marmet, West Virginia, to the defendant, is alleged to be invalid on the grounds of: lack of execution or delivery; mental incapacity of the grantor; and, the result of the exercise of undue influence on the grantor. The case was tried by the court without a jury and judgment was entered for the plaintiffs, the court holding that although Mrs. Hamb had sufficient mental capacity and no undue influence was practiced upon her she did not execute or deliver such deed to the defendant on the date in question or at any other time, to which judgment this Court granted an appeal and supersedeas on December 6, 1965.

The evidence adduced in behalf of plaintiffs is substantially as follows: Mr. Charles Appel, Jr., a questioned document expert of notable experience in his field, stated that in his opinion, after thorough examination of the signature on the deed in question in comparison with known signatures of Mrs. Hamb, the signature on the deed was not executed by Mrs. Hamb “. . . but was composed by somebody else very carefully so as to resemble the model signature which was being copied.” Mr. Conker, an employee of the 'Kanawha Valley Bank who was sent to appraise the property in connection with an application for a loan made by the defendant on March 11, 1964, testified that he met with the defendant on the property and was conversing with her when they were accosted by an elderly lady who inquired the reason for his presence; he informed her of the reason, whereupon, in defendant’s presence, the lady stated that she owned the property and did not desire a loan, and that defendant made “. . . no argument about it.” The witness described the lady as “a real old woman” with “I think it was gray” hair. Defendant was then called by plaintiffs for a limited examination upon this question and testified that Mrs. Hamb had “coal black” hair, she *611 did not converse with Conker in the presence of Mrs. Hamb, and she did not pursue the application for a loan from the Kanawha Valley Bank because “it was going to take too long. ...” A loan was then obtained from a private source in April, defendant receiving $8,500.00 by executing a note in the sum of $9,500.00. This note was paid off in August, 1964. Plaintiffs then introduced four witnesses upon the question of Mrs. Hamb’s mental capacity, three of whom doubted her capacity to execute a deed but all based their opinions upon an increasing forgetfulness or lack of memory at times while at other times Mrs. Hamb appeared her normal self. One of the witnesses also testified that Mrs. Hamb’s only income, other than a small government check, was received from the property purportedly conveyed by the deed to the defendant. Introduced as exhibits by the plaintiffs were: the deed of March 2, 1964, from Pearl Hamb to the defendant, showing a notarial certificate dated March 2, 1964, and a notation admitting it to record upon presentation by the attorney for defendant on April 8, 1964; an unexecuted deed dated February 19, 1964, between Pearl Hamm and defendant; the first page of a deed identical to the executed deed with the exception that the words “with appurtenances thereunto belonging” are omitted; an unexecuted will of Pearl Hamb, dated the _ day of March, 1964, devising to “Jane Wells Bottomlee and Walter Leon Bottomlee, all of my property, both real personal or mixed, wheresoever situate, to be hers (sic) absolutely and in fee.” with one dollar each to her other relatives; a rental agreement executed February 29, 1964, extending a previous agreement, applicable to a garage or building on the property which would expire on November 1, 1964, to December 31, 1966; receipts for rent dated February 8, March 15, April 8 and May 10, all in the year 1964; and several known signatures of Mrs. Hamb. At the conclusion of plaintiffs’ evidence the defendant moved for a directed verdict which was overruled upon the question of execution, delivery and mental incapacity but sustained as to the question of undue influence.

*612 Defendant introduced the testimony of the notary public, her attorney, a witness to the signing of the deed, and two witnesses as to the mental capacity of Mrs. Hamb. The notary, employed as a secretary in the office of defendant’s attorney, testified that: she prepared, pursuant to her employer’s direction, the original draft of the deed, dated February 19, 1964, which she took to Mrs. Hamb to sign; she read the instrument to Mrs. Hamb whereupon Mrs. Hamb detected the misspelling of her name and that deed was not executed. She then returned to her office where the deed was retyped. This second draft, dated March 2, 1964, was picked up by the defendant the evening of March 1, 1964, and the witness went to Mrs. Hamb’s residence about noon the next day at which time the defendant, Mrs. Hamb, the defendant’s brother and the brother’s wife were present. The deed had been signed before she arrived but she again read the deed to Mrs. Hamb and asked Mrs. Hamb if that was her signature, to which Mrs. Hamb replied affirmatively. The deed consisted of three pages and she returned with it to the office for purposes of having it recorded. Subsequently, on the same day, an additional correction or alteration was made, in the course of which page one was retyped so as to include the words “and appurtenances thereunto belonging”, and this amended page. one was inserted in the manuscript cover. The witness returned to Mrs. Hamb’s with this third draft, the second two pages of which remained the same and contained the signature and certificate theretofore executed, explained the alteration to Mrs. Hamb and had her orally “reacknowl-edge” her signature although no new notarial certificate was added. This witness also stated that previous to this transaction, she had taken the will in evidence to- Mrs. Hamb, explained it to her, and Mrs. Hamb did not execute it but “. . . wanted to think about the wills. . . .” Kenneth R. Pierce, the second party to the rental agreement executed on February 29, 1964, stated that Mrs. Hamb bad the mental capacity to execute a deed at that time. On cross-examination the witness stated that at that time Mrs. Hamb made no mention of the fact that she contemplated making a conveyance of the property and he continued to pay his *613 monthly rentals to Mrs. Hamb until he was informed by the defendant that Mrs. Hamb was misplacing her checks and as a matter of convenience to Mrs. Hamb, further payments should be made to the defendant. A Mrs. Ayers testified that she approached Mrs. Hamb in March, 1964, with regard to the rental of a house on the property. Mrs. Hamb wanted to discuss the matter with the defendant and the witness returned the next day and an agreement was reached whereby Mrs. Ayers and her husband would make repairs to the house in exchange for two months rent, which would not begin until May, 1964. In May, the witness was asked by Mrs. Hamb to hand her a receipt book which bore the names of Mrs. Hamb and the defendant “. . .

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Cite This Page — Counsel Stack

Bluebook (online)
148 S.E.2d 712, 150 W. Va. 609, 1966 W. Va. LEXIS 183, Counsel Stack Legal Research, https://law.counselstack.com/opinion/evans-v-bottomlee-wva-1966.