Foster v. Helms

194 S.E. 799, 169 Va. 634, 1938 Va. LEXIS 239
CourtSupreme Court of Virginia
DecidedJanuary 13, 1938
StatusPublished
Cited by3 cases

This text of 194 S.E. 799 (Foster v. Helms) is published on Counsel Stack Legal Research, covering Supreme Court of Virginia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Foster v. Helms, 194 S.E. 799, 169 Va. 634, 1938 Va. LEXIS 239 (Va. 1938).

Opinion

Hudgins, J.,

delivered the opinion of the court.

This suit was instituted in the Circuit Court of Craig county to set aside an alleged deed executed by Amanda Fisher purporting to convey to Anna Kate Foster all real estate and personal property owned by the grantor, in consideration of support and maintenance to be given Amanda Fisher for life. The grounds of the attack are: (1) That Amanda Fisher was mentally incapable of executing the instrument; (2) that it was obtained by fraud and undue influence; (3) that there was failure of consideration; (4) that the consideration given was inadequate; and (5) that the instrument is testamentary in character and lacking the legal requirements for a deed.

The answer denies each and every allegation of fact. Depositions were taken, but when the case was fully matured for hearing, the judge of the Circuit Court of Craig county, being of opinion that it was improper for him to sit in the case, transferred the papers in the cause to the Circuit Court of the city of Lynchburg, which held the deed invalid on the first ground.

[638]*638Under these circumstances, while the decree of the trial court is regarded as prima facie correct, it is not entitled to the same weight as a verdict of a jury or the judgment of a trial judge before whom the testimony of witnesses is taken ore tenus.

The following facts were established by uncontradicted testimony. Amanda Fisher was an illiterate widow, without children, seventy-eight years of age, who had lived practically all her life in the town of New Castle, Craig county. She made a living by washing, cleaning, and doing other small jobs, but she was very frugal and at the time of her death owned a small house, two lots, arid had some $3,400 in a savings account in the First National Bank of New Castle. Her nearest relative was a sister, Mrs. Virginia Helms, who lived with her husband and family on Barbour’s Creek some fifteen miles from New Castle. Sometime after Amanda Fisher’s husband died, she lived for a short time with her sister, but she became dissatisfied and returned to her home in New Castle, stating that she never expected to trouble “them,” meaning Mrs. Helms and her family, again. Thereafter, she lived alone performing her humble tasks. No one except the bank officials knew that she had a substantial sum on deposit until about a month and a half before her death. On the 12th of December, 1933, she executed a will making Mrs. Helms her sole beneficiary.

Anna Kate Foster was a much younger married woman, who for more than ten years had lived in sight of Amanda Fisher, with whom she was on very intimate terms. She frequently took or sent Amanda Fisher delicacies from her owri table, and otherwise sought to comfort and cheer her lonely neighbor with no thought of compensation. Mrs. Fisher expressed her appreciation of the kindly acts done for her by Mrs. Foster, and a desire to do something for her.

While Mrs. Fisher was reticent about her financial affairs, Mrs. Helms and other members of her family knew that Mrs. Fisher had approximately $300 in currency hid[639]*639den in her home. On the 14th of October, 1934, Mrs. Fisher, at the invitation of her sister, spent the day at Mrs. Helms’, on Barbours Creek. Between 9:00 A. M. and 3:00 P. M. of that day, Mrs. Fisher’s home in New Castle was entered. Her money and other tangible personal property were stolen. Sometime after that date Ira Helms, a son of Mrs. Virginia Helms, was seen to have a $20 gold piece with a cross cut across the center. Mrs. Fisher had treasured a similar coin with a similar cross mark for many years as a gift from her husband. When Mr. Helms was cross-examined about the possession of this gold piece, he at first refused to answer the questions, and when pressed, was evasive in his replies as to how he had obtained it and of the disposition he had made of it. Whether justly or unjustly, it seems that Mrs. Fisher was of the opinion that there was some connection between her invitation to visit her sister on that particular day, and the disappearance of her money from her home. At any rate on November 16, 1934, she executed the deed in question, purporting to convey all of her real and personal property to Mrs. Foster.

It is established by uncontradicted testimony that Mrs. Fisher requested T. L. Foster, the husband of Anna Kate Foster, to ask Hugh T. Estes, the Commonwealth’s attorney of Craig county, and O. O. Lugar, the treasurer of Craig county, to come to her home as she had some legal business she wanted them to do for her. Mr. Lugar testified that he had lived in the town of New Castle for twenty-six years; that he had known Mrs. Fisher during all of that time, and that Mrs. Foster was his niece. He thought, when he went there, that perhaps Mrs. Fisher desired to execute a will, and that he was being called as a witness. He was in Mrs. Fisher’s home an hour and a half before Mr. Estes came. During this interval Mrs. Fisher talked to him about news of the community and seemed normal in every way. Nothing was said about legal matters until Mr. Estes came. He was the fifth person in the room. The others were Mrs. Fisher, Mr. and Mrs. Foster, and Mr. Lugar. Mr. Estes after a few minutes of casual con[640]*640versation remarked to Mrs. Fisher that he understood that she wanted him to prepare some papers for her. She said that she wanted to give her property to Mrs. Foster in consideration of Mrs. Foster looking after her and taking care of her as long as she lived. Mr. Estes then explained to her the difference between a will and a deed. She told Mr. Estes that she wanted Mrs. Foster bound to take care of her, and that in return for that, she wanted to convey all her property to her. Mr. Estes explained that if she made a will, she had the right to change that will whenever she so desired. She told him she wanted the papers fixed right.

Mr. Lugar’s account of this interview is corroborated in every particular by the other witnesses present. In addition, Mr. Estes stated that he said to Mrs. Fisher: “If you make a deed, you will tie yourself so you can never undo it,” I said: “I want you to understand that now,” and she said: “That is what I want, I want to fix it up that way, and I want to tie Mrs. Foster. I want her to take care of me.

JZ, Jfc JZ. JZ. JZ, 4Z. M.

“Now I want you to do this right, because I don’t want to make any more wills or deeds, what I do tonight, I want to be the last paper I ever make pertaining to my property.”

Mr. Estes explained to Mrs. Fisher the difference between tangible and intangible personal property. Mrs. Fisher stated that she had some money, and that she wanted the money included in the contract. She did not state the amount of money she had or where she kept it. Mrs. Foster said that she knew that Mrs. Fisher had some money, probably enough to pay her burial expenses, but that she had no idea that Mrs. Fisher had as much as $3,000 in the bank.

The. testimony of these four witnesses is positive and emphatic to the effect that Mrs. Fisher appeared normal and knew exactly what she wanted done with her property, [641]*641and directed the lawyer selected by her to prepare the legal papers so as to make her wishes effective.

Mr. Estes obtained a description of the real estate owned by Mrs. Fisher, prepared the deed in controversy according to her instructions, and sent it to her by Mr. Foster. Mr. John Caldwell, the trial justice of Craig county, testified that both Mr. and Mrs. Foster were present when he took Mrs.

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Bluebook (online)
194 S.E. 799, 169 Va. 634, 1938 Va. LEXIS 239, Counsel Stack Legal Research, https://law.counselstack.com/opinion/foster-v-helms-va-1938.