Garrison v. Grayson

224 So. 2d 606, 284 Ala. 247, 1969 Ala. LEXIS 1068
CourtSupreme Court of Alabama
DecidedMay 29, 1969
Docket6 Div. 562
StatusPublished
Cited by21 cases

This text of 224 So. 2d 606 (Garrison v. Grayson) 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
Garrison v. Grayson, 224 So. 2d 606, 284 Ala. 247, 1969 Ala. LEXIS 1068 (Ala. 1969).

Opinion

BLOODWORTH, Justice.

This appeal is from a decree of the circuit court of Jefferson County, in equity, denying’ to complainant, Robert C. Garri *249 son, as Administrator of the estate of Brittain Claude Dix, a deceased minor (appellant), discovery, a declaration as to the ownership of certain debenture bonds and other funds, an accounting, and incidental relief. The purpose of the bill was to ascertain and recover any assets of the estate of complainant Garrison’s minor intestate, which the respondents Claude H. Grayson and Grayson Lumber Company, Inc., had in their possession or under their control.

The cause was heard orally by the trial court (including testimony by respondent Grayson) and was submitted upon the testimony taken orally, exhibits offered by each party, and the deposition of respondent Grayson. Thus, in considering the issues raised by this appeal we are guided by the well established principle that where evidence is heard orally by the trial court (partly or entirely), its findings have the effect of a jury verdict and will not be disturbed unless plainly and palpably erroneous and contrary to the great weight of the evidence. Kendall v. Kendall, 268 Ala. 383, 106 So.2d 653; Gardiner v. Willis, 258 Ala. 647, 64 So.2d 609.

The trial court denied all relief sought by complainant and made certain specific findings relative to the disposition of the issues. The court found that neither of the respondents had in his possession or under his control any assets belonging to the estate of the minor intestate Brittain Claude Dix; that there was no consummated gift of debenture bonds to Brittain Claude Dix in his lifetime since there was a failure to deliver the bonds; that the evidence failed to justify any exception to the rule requiring a delivery of the debenture bonds, the subject matter of alleged gifts from the respondent Claude H. Grayson to the deceased minor; that the instruments offered in evidence by the complainant as evidencing gifts did not suffice to dispense with physical delivery of the debentures; that complainant was not entitled to an accounting from either of the respondents; and that certain funds held by Grayson Lumber Company were not assets of the estate of Brittain Claude Dix, deceased.

There are thirteen assignments of error. We will treat them in the order in which they appear in brief.

Complainant’s assignment of error 1 attacks the trial court’s finding that neither of the respondents has any assets belonging to the estate of Brittain Claude Dix, deceased, in their possession or under their control. Complainant contends that the debentures, having a face value of $39,000, were gifts to his minor intestate during his lifetime, and that delivery thereof is evidenced by a series of letters written by respondent Grayson. He further contends that there were certain interest payments upon the debentures made to the deceased intestate, which were loaned to Grayson Lumber Company during the intestate’s lifetime, the amount thereof being approximately $18,000.

It has long been a rule in this jurisdiction that there are three distinct requirements which must be met in order for one to convey a valid inter vivos gift. These are: An intention to give and surrender title to, and dominion over, the property; delivery of the property to the donee; and acceptance by the donee. Vinson v. Vinson, 262 Ala. 388, 79 So.2d 31; Hudgens v. Tillman, 227 Ala. 672, 151 So. 863.

The existence of an intention to give is to be determined from a consideration of the conduct and declarations of the alleged donor and the relationship and circumstances of the parties. Jennings v. Jennings, 250 Ala. 130, 33 So.2d 251; Bowline v. Cox, 248 Ala. 55, 26 So.2d 574. In effect, complainant says that from an examination of the circumstances and relationship of the alleged donor and donee, there is clear and convincing evidence of *250 an intention of the respondent Grayson to give the .subject debentures to Brittain Claude Dix..

We believe that there is sufficient evidence to support a finding that Grayson intended to make the gifts. In addition, since there appears to be no evidence which negates acceptance of a beneficial gift, if indeed there was one, we will presume acceptance.

We are now confronted with the crux of this case. That is, whether there was a valid delivery of the bonds to the donee or to some person for the benefit of the donee.

The respondents take the position that the debentures of Grayson Lumber Company and other funds claimed by complainant never actually became the property of Brittain Claude Dix, because the gift of these debentures and other assets was never consummated by delivery. Thus, while there may have been an intention to give, if there is a failure of delivery there can be no valid inter vivos gift.

Complainant concedes that every valid gift of personal property requires a delivery. However, he argues that not every valid gift requires an actual physical delivery o.f the gift. Among cases to which we are cited is DeMouy v. Jepson, 255 Ala. 337, 51 ,So.2d 506, in support of the proposition that a gift of personal property which is evidenced by a writing or written instrument may be consummated by delivery of the writing or written instrument to the donee without delivery of the property itself.

In DeMouy v. Jepson, supra, Mrs. De-Mouy contended that by the terms of a written memorandum certain articles of personal property were inter vivos gifts to her from the alleged donor. We agreed with the trial court’s finding that the memorandum was testamentary in character and was void as not having been executed in the manner prescribed by law. We stated:

“ * * * that where the personal property is not susceptible of manual delivery, symbolic or constructive delivery is sufficient to constitute an enforceable gift and under circumstances where a gift is evidenced by writing executed by the donor, the delivery of the writing is held to be sufficient delivery to support the gift. * * * ”

In First National Bank of Birmingham v. Hammel, 252 Ala. 624, 42 So.2d 459, it is stated:

“ * * * at common law in a case of a gift inter vivos or of a gift causa mortis of personal property capable of manual delivery, an actual delivery of the property is necessary to consummate-the gift. But the rule has been relaxed as to personal property not capable of manual delivery. In such a case a symbolic delivery is held sufficient to constitute an enforceable gift. * * * ”

The question then is, Whether the debentures were capable of being manually delivered to the donee? On the basis of the evidence contained in the record, we-are of the opinion that anything less than an actual physical delivery of the debentures does not comport with the delivery required for a valid inter vivos gift..

In the instant case, there is evidence tending to show that Grayson intended to make a gift of certain debentures to his; now deceased grandson. However, there is no evidence to show that he ever surrendered title to, dominion or control over, the property in question.

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Bluebook (online)
224 So. 2d 606, 284 Ala. 247, 1969 Ala. LEXIS 1068, Counsel Stack Legal Research, https://law.counselstack.com/opinion/garrison-v-grayson-ala-1969.