Hawthorne v. Jenkins

62 So. 505, 182 Ala. 255, 1913 Ala. LEXIS 445
CourtSupreme Court of Alabama
DecidedMay 15, 1913
StatusPublished
Cited by27 cases

This text of 62 So. 505 (Hawthorne v. Jenkins) 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
Hawthorne v. Jenkins, 62 So. 505, 182 Ala. 255, 1913 Ala. LEXIS 445 (Ala. 1913).

Opinion

SOMERVILLE, J.

It is conclusively shoAvn by the evidence, Avithout serious conflict, that at the time he executed the two deeds here sought to be annulled Dr. [259]*259Jenkins was not only sonnd of mind, bnt was alert and vigorous in the use of his mental facnlties. It also very clearly appears that he himself conceived the plan of saving his farm from the incubus of his accumulated debts by turning the property over to his sons and son-in-law on their undertaking to pay off the debts, and that he was not in fact unduly influenced in the transaction by any of the grantees named in the deeds, nor by any one collaterally interested therein. The testimony of complainants themselves does not seem to controvert that theory; their point of contention being, as we read the record, that the principal deed was not intended as a grant in fee to the three grantees, but as a grant in trust for all of the grantor’s heirs, who were to take by inheritance as soon as the alleged trustees had freed the property of the debts with which it was incumbered.

It is argued in the brief for complainants that the grantor did not intend to make an absolute deed to his sons, and that he executed the deed to them without knowing or understanding its contents or its effect. This contention is not supported by the evidence, and the conclusion cannot be escaped that a man of the grantor’s education and intelligence, in the full exercise of his faculties, who directed the scrivener in the framing of the deed, and who took it in his hands, and apparently read it over, and declared it was ‘“just- what he wanted,” understood,' approved, and adopted the deed as executed.

The only plausible theory upon which complainants’ case can be rested is that fiduciary relations existed between the grantor and the grantees, or some of them, that the grantees dominated in the transaction, and that the grantor did not have the benefit of competent independent advice. The relation of parent and child is [260]*260per se a confidential relation, but it is always presumed, prima facie, that in all transactions between there the parent is the dominant party, and that they are free from undue influence. — McLeod v. McLeod, 145 Ala. 269, 40 South. 414, 117 Am. St. Rep. 41; Dolberry v. Dolberry, 153 Ala. 434, 44 South. 1018; Stanfill v. Johnson, 159 Ala. 546, 49 South. 223; Neal v. Neal, 155 Ala. 604, 47 South. 66; Bain v. Bain, 150 Ala. 453, 43 South. 562; Couch v. Couch, 148 Ala. 332, 42 South. 624; Sanders v. Gurley, 153 Ala. 459, 44 South. 1022. In such cases the burden is upon the complainant to overcome this presumption, and 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.

“Where evidence is introduced showing that the .parent has reached the state of senility and is dominated by the child, it would then be incumbent upon the child to show the fairness of the transaction, and that the parent acted upon free and independent advice.” — Dolberry v. Dolberry, supra.

And “where a deed is made by a parent to a child, whether natural or adopted, the burden rests upon the party assailing it to prove incapacity or ’undue influence.” — Stanfill v. Johnson, supra.

Mr. Pomeroy, writing on this particular subject, says : “Where the positions of the two parties are reversed, where the parent is aged, infirm, or otherwise in a condition of dependence upon his own child, and the child occupies a corresponding relation of authority, conveyances conferring benefits upon the child may be set aside. Cases of this kind plainly turn upon the exercise of actual undue influence, and not upon any pre- ' sumption of invalidity; a gift from parent to child is [261]*261certainly not presumed to be invalid.” — 2 Pom. Eq. Jur. (3d Ed.) § 962. The authorities cited by Mr. Pomeroy are numerous, and amply support the text. They justly distinguish the relation of parent and child, in so far as gifts or grants from, the parent to the child are concerned, from other classes of confidential relations, and they revoke such benefits only where the exercise of actual undue influence is shown, and not merely because of a confidential relation and the absence of competent independent advice to the grantor. The fundamental reason for this distinction is that gifts and benefits flow naturally from parent to child, and are in accordance with the social instincts and the common practice of all mankind. Hence, even where the dominance of the parent has presumptively ceased, the inquiry is not solely whether the parent had competent independent advice, but whether on all the evidence it reasonably appears that the beneficial act proceeded from the free volition of the parent without imposition or coercion on the part of the beneficiary. See especially Burton v. Burton, 82 Vt. 12, 71 Atl. 812, 17 Ann. Cas. 984, and note collecting all the authorities; Burwell v. Burwell, 103 Va. 314, 49 S. E. 68; Clark v. Clark, 174 Pa. 309, 34 Atl. 610, 619; Haynes v. Harriman, 117 Wis. 132, 92 N. W. 1100; Wessell v. Rathjohn, 89 N. C. 377, 45 Am. Rep. 696; Mackall v. Mackall, 135 U. S. 167, 10 Sup. Ct. 705, 34 L. Ed. 84; Sawyer v. White, 122 Fed 223, 58 C. C. A. 587. This doctrine is not in conflict, with the principles declared in Noble’s Adm’r v. Moses, 81 Ala. 530, 1 South. 217, 60 Am. Rep. 175, for the case there was one of benefit proceeding from the child to the parent. Nor is it in conflict with the principles stated in McQueen v. Wilson, 131 Ala. 606, 31 South. 94. In that case a testamentary act was involved, and not a transaction inter vivos, and in discussing the gen[262]*262eral subject of undue influence tbe rules governing confidential relations in general, as declared in Noble’s Adm’r v. Moses, were stated obiter in tbe opinion, but tbe application was made to the intimate relation of “rector and parishoner, priest and penitent,” coupled with sickness of tbe one, and great confidence reposed in tbe other.

Appellants’ contention is that in tbe present case they bave overcome tbe normal presumption of freedom from undue influence, and that tbe dominance of tbe grantees in this transaction is established by evidence of tbe age, weakness, sickness, debility, and distress of tbe grantor, coupled with tbe fact that tbe grantees were both bis nurses and bis confidential agents; and they point in this connection to tbe inexplicable folly of tbe grantor denuding himself of bis entire estate, and to bis unnatural preference of some of bis children at tbe expense of others. We are satisfied, however, from tbe evidence before us, that neither age nor physical weakness bad materially impaired tbe mental vigor and tbe moral independence of Dr. Jenkins when be made these deeds. Nor was be physically helpless and dependent, however much be may bave suffered with intermittent paroxysms of heart trouble. Mrs. Hawthorne, one of tbe complainants, on cross-examination says of bis mentality : “He was a man of unusual strength of mind; be was a man that studied over anything a long time before be made up bis mind to it, and when be did make up bis mind be was almost always right. He seldom made a mistake about anything.” Of bis family relation she says: “My father ruled and dominated bis household, but in a proper way.

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Bluebook (online)
62 So. 505, 182 Ala. 255, 1913 Ala. LEXIS 445, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hawthorne-v-jenkins-ala-1913.