In Re Estate of Summerlin

989 So. 2d 466, 2008 WL 3843834
CourtCourt of Appeals of Mississippi
DecidedAugust 19, 2008
Docket2007-CA-00055-COA
StatusPublished
Cited by5 cases

This text of 989 So. 2d 466 (In Re Estate of Summerlin) is published on Counsel Stack Legal Research, covering Court of Appeals of Mississippi primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Estate of Summerlin, 989 So. 2d 466, 2008 WL 3843834 (Mich. Ct. App. 2008).

Opinion

989 So.2d 466 (2008)

In the Matter of the ESTATE OF Grover S. SUMMERLIN, Deceased.
Barbara Ann Lynch, Appellant
v.
Curtis Summerlin, Appellee.

No. 2007-CA-00055-COA.

Court of Appeals of Mississippi.

August 19, 2008.

*468 James Mortimer Crews, Canton, attorney for appellant.

Durwood Earnest McGuffee, Madison, attorney for appellee.

Before MYERS, P.J., CHANDLER and BARNES, JJ.

BARNES, J., for the Court.

¶ 1. In August 2003, Grover S. Summerlin executed a quitclaim deed conveying a parcel of land situated in Madison County, Mississippi to his son, Curtis Summerlin, to the exclusion of his daughter, Barbara Ann Lynch. The legal description of the land attached to the quitclaim deed was different from the legal description contained in Grover's original warranty deed. Upon Grover's death, Lynch filed a petition to set aside the conveyance of the land on the grounds that the quitclaim deed was the product of undue influence; she later amended her petition to allege that the conveyance was void due to an inaccurate legal description. In response, Curtis filed a counterclaim seeking reformation of the quitclaim deed. The Chancery Court of Madison County denied Lynch's petition on the ground that there was no confidential relationship between Grover and Curtis and granted Curtis's petition to reform the quitclaim deed.

¶ 2. On appeal, Lynch argues that the chancery court erred in finding that there was no confidential relationship between Grover and Curtis; therefore, no presumption of undue influence arose regarding the execution of the quitclaim deed.[1] Lynch also argues that the chancery court erred in reforming the quitclaim deed based on the finding that the inconsistency between the legal description of the land in the quitclaim deed and the description in the warranty deed was the result of a scrivener's error. Finding no error, we affirm the judgment of the chancery court.

FACTS AND PROCEDURAL HISTORY

¶ 3. Upon Grover's death, Lynch filed a petition in the Madison County Chancery Court seeking to be appointed as administratrix of the estate. The chancellor granted the petition and ordered letters of *469 administration administered to Lynch upon her entering a bond. Following the issuance of letters of administration, Lynch filed a summary petition to discover assets, alleging that Curtis had concealed and wrongfully withheld certain assets of the estate and seeking an order compelling him to deliver all assets in his possession pending the conclusion of the administration of the estate.

¶ 4. Curtis subsequently filed a petition for probate of Grover's last will and testament and for the issuance of letters testamentary. He also filed a response to Lynch's summary petition to discover assets stating that he had not concealed assets of Grover's estate; rather, no real property of the estate existed as Grover had conveyed to him, via quitclaim deed, all of the land he owned and reserved himself a life estate in such land. In response, Lynch filed a petition to set aside the conveyance of the land on the grounds of lack of testamentary capacity to effect a valid conveyance, lack of consideration, and that the conveyance was the product of undue influence.

¶ 5. The chancery court entered a decree admitting Grover's last will and testament to probate and granting letters testamentary to Curtis as executor. Curtis filed an answer to the petition to set aside the conveyance denying each of the allegations therein. Lynch then filed an amended petition to set aside the conveyance of the real property, alleging that certain conveyances were void due to an inaccurate legal description. The petition alleged that the legal description of the real property purportedly conveyed by the quitclaim deed was the "W 1/2 of NE 1/4 and NW 1/4 of SE 1/4 and NE 1/4 of Section 4, and Lot 9 E.B.L. of Section 5" while the warranty deed reflected that Grover owned certain real property described as the "W 1/2 of NE 1/4 and NW 1/4 of SE 1/4 and NW 1/4 of Section 4, and Lot 9 E.B.L. of Section 5." Curtis filed an answer to the amended petition and a counterclaim seeking reformation of the quitclaim deed based upon a mistake or scrivener's error. Lynch filed an answer, arguing that the counterclaim seeking reformation of the quitclaim deed failed to state a claim upon which relief could be granted and that Curtis was entitled to no relief. A trial in this action was then held.

¶ 6. First to testify at trial was Curtis. He testified that he and his father had a "normal father-son relationship." He stated that Grover's physical health was declining during the last years of his life; although Grover was seeing a physician for Parkinson's disease, he was never officially diagnosed with that disease. Curtis testified that the symptoms of Parkinson's disease exhibited by Grover were a tremor in his left leg and both of his hands. He stated that the symptoms would "come and go" and typically occurred more in the mornings than during the day. According to Curtis, the disease did affect his father's mobility. Curtis stated that his father's primary health condition was congestive heart failure, which also affected his mobility and reduced his independence.

¶ 7. Curtis testified that, in the last few years of his life, Grover spent time in his room at his house and in the yard or on the patio. He stated that Grover had hearing loss. Curtis further stated, however, that although he sometimes had to repeat himself or speak in louder tone of voice than normal, Grover's hearing loss did not affect his ability to carry on a conversation. According to Curtis, Grover was very independent and would still try to drive occasionally during his last years, but he had trouble doing so in a safe manner. He stated that Grover stopped driving altogether two or three weeks prior to his death because he backed into a *470 pine tree. Curtis testified that he called Grover on the phone every week during the last few years of his life, and he drove him to the farm most weekends. He stated that Grover recognized him and was able to feed and dress himself during the last years of his life, and that Grover was never declared mentally incompetent by a physician.

¶ 8. Curtis testified that Grover required medical attention during his last years. According to Curtis, he took Grover to the doctor between twenty and thirty times during the last four to five years of his life, primarily for treatment for cataracts in both of his eyes. However, Lynch and Grover's wife, Alton Summerlin, also drove him to the doctor. Curtis drove his father to the doctor for his cataract surgery and drove him home, but he did not care for him following the surgery. He never assisted his father with his personal business or in managing his money, such as paying bills or writing checks; rather, Grover's wife, Alton, aided him in this regard. Curtis stated that it was his understanding that Alton primarily handled the day-to-day business affairs. Curtis and Grover never shared a joint bank account of any kind, nor did Curtis ever have Grover's power of attorney.

¶ 9. According to Curtis, Grover's land was "his life." Curtis stated that during the last years of his father's life, Curtis took an increasingly active role in helping his father maintain the land, performing tasks such as bush hogging, working on the tractor, and planting trees. Grover designated Curtis's son, Curt, as his attorney-in-fact in dealing with the Department of Agriculture in matters pertaining to the land.

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Cite This Page — Counsel Stack

Bluebook (online)
989 So. 2d 466, 2008 WL 3843834, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-summerlin-missctapp-2008.