In Re Last Will and Testament of Smith

910 So. 2d 562, 2005 WL 487428
Mississippi Supreme Court·Decided March 3, 2005·No. 2003-CA-00753-SCT·Published·Cited by 11 cases

Opinion

910 So.2d 562 (2005)

In the Matter of the LAST WILL AND TESTAMENT OF Ernest W. SMITH, Deceased.
Frank Smith and Clifford Smith, Administrator C.T.A.
v.
Floyd W. Smith.

No. 2003-CA-00753-SCT.

Supreme Court of Mississippi.

March 3, 2005.

*564 Eric D. Wooten, Gulfport, Rebecca C. Taylor, Wiggins, attorneys for appellants.

Donald P. Sigalas, Pascagoula, attorney for appellee.

Before SMITH, C.J., EASLEY and GRAVES, JJ.

EASLEY, Justice, for the Court.

PROCEDURAL HISTORY

¶ 1. Ernest W. Smith and Birtie Lee Smith (Birtie) executed a joint Last Will and Testament on October 29, 1984. The joint will appointed the surviving spouse as executor of the other's estate. The Smiths, on February 18, 1993, executed three warranty deeds (the deeds) with reservation of life estate for both of their lives in favor of three of their twelve children, Wanda Smith (Wanda), Edna Earl Good (Edna) and Floyd Smith (Floyd). On April 26, 1995, Ernest W. Smith died testate. At the time of his death, Ernest was a bona fide resident of George County, Mississippi.

¶ 2. In a separate proceeding, Birtie was adjudicated on April 12, 1996, by the Chancery Court of George County, Mississippi, to be in need of a conservatorship to manage her estate. Chancellor Pat H. Watts, Jr., appointed two of Birtie's daughters, Geraldine Snelgrove and Wanda Lee Havard, to serve as co-conservators.[1] Based on the previous adjudication that Birtie was unable to manage financial affairs, Birtie executed a resignation as executor of her husband's estate and requested the appointment of their son, Ernest Smith, Jr. (Ernest, Jr.). The Chancery Court of George County appointed Ernest, Jr., as Executor of the Estate of Ernest W. Smith, Deceased.

¶ 3. On April 14, 1998, Birtie and the Executor of the Estate, Ernest, Jr., filed a petition to investigate and set aside deeds and other relief in the Chancery Court of George County, Mississippi. The petition named Floyd, Wanda and Edna. Floyd was duly served with a summons and a copy of the petition. Floyd filed an answer and counterclaim to the petition. Wanda and Edna each entered a waiver of process and entry of appearance.

¶ 4. Due to Ernest, Jr.'s death, Clifford Smith replaced Ernest, Jr., as Executor of the Estate of Ernest W. Smith, Sr., Deceased. Pursuant to chancery court order, dated November 5, 1998, Clifford was appointed Administrator C.T.A., of the Estate. On February 23, 1999, Birtie died.

¶ 5. Floyd's counsel deposed Darwin Maples, the attorney who prepared the three deeds in question. After the deposition, Floyd's counsel filed a motion for summary judgment. The Estate responded to the motion for summary judgment Frank *565 Smith (Frank) intervened and responded separately to Floyd's motion for summary.

¶ 6. The chancery court conducted a hearing on the motion for summary judgment. At the conclusion of the hearing on October 18, 2002, the parties were allowed to file post-hearing briefs in support of their position. On March 5, 2003, Chancellor Watts rendered a judgment granting Floyd's motion for summary judgment.

¶ 7. Clifford, Administrator C.T.A., filed a motion to reconsider the judgment. Frank filed his notice of appeal on April 23, 2003. This Court stayed Frank's appeal pending the Estate's motion to reconsider.

¶ 8. On April 29, 2003, the chancery court heard the motion to reconsider and requested briefs from each of the parties. On July 12, 2003, the chancery court filed its opinion, and on October 10, 2003, filed its order denying the motion for reconsideration. The Estate then appeal led to this Court.

FACTS

¶ 9. Ernest and Birtie executed a joint Last Will and Testament on October 29,1984. The will divided and devised the Smiths' real property among their then-living twelve children. On February 18, 1993, the Smiths' executed three warranty deeds, with reservation of a life estate on their lives, in favor of Floyd, Wanda and Edna. The three deeds were recorded in the George County Chancery Clerk's office on the following day.

¶ 10. Ernest died on April 26, 1995, from asbestosis. The will designated Birtie as executor. However, Birtie was previously adjudicated by the Chancery Court of George County to be unable to manage her financial affairs and placed under a conservatorship. On October 17, 1997, the petition for probate of will, appointment of executor, issuance of letters testamentary of Ernest W. Smith, Deceased was filed in the Chancery Court of George County. The petition requested the appointment of Ernest, Jr., to serve as executor. Chancellor Watts executed an order appointing Ernest, Jr., Executor of the Estate. On April 14, 1998, Ernest, Jr., filed a petition to set aside the three deeds to Floyd, Edna, and Wanda. Floyd filed an answer and counterclaim contesting the petition. Edna and Wanda executed a waiver of process and entry of appearance.

¶ 11. Based on Ernest, Jr.'s death, Clifford was appointed Administrator C.T.A., of the Estate on November 5, 1998. On February 23, 1999, Birtie died. After Birtie's death, Floyd, Wanda and Edna claimed ownership of the property conveyed by the three deeds.

¶ 12. Attorney Darwin Maples prepared the three deeds at the request of Ernest. In support of Floyd's motion for Summary Judgment, the transcript of Maples's deposition taken on September 3, 1999, was attached. Maples testified under oath as to his preparation of the three deeds in question. Maples testified that after leaving the bench he had, in his capacity as an attorney, dealings with Ernest and Birtie on various legal problems over the years.

¶ 13. In his deposition, Maples testified as follows:

Q. Was Floyd Smith ever present?
A. No. Floyd was not here when that happened.
Q. Was there ever any contact with Floyd Smith concerning this?
A. It was never mentioned in my presence...
Q. In this lawsuit that's pending in his estate, there's allegations that at the time Mr. Smith executed this deed in your office, that he didn't have the capacity *566 to do that. Now, the day he signed that deed, were you present?
A. Yes. I was present.
Q. Did he give you any indication that he did not know what he was doing?
A. No. He knew what he was doing, in my opinion.
Q. What about Ms. Smith?
A. The same thing.
Q. There's also allegations that Mr. Smith did not sign this deed, someone signed it for him.
A. No. He signed it.
Q. You actually saw him sign the deed?
A. I did.
Q. There's also allegations that he did not appear before a notary public when he signed this deed?
A. No. It was notarized here in this office.
Q. There were allegations also that someone other than Mr. Smith—Mr. Smith did not sign this deed. Is there any truth to that?
A. That's not true.
Q. At the time of the signing of this deed, was there any evidence, any observation made by you, that would make you think that either Mr. E.W. Smith or Ms. Birtie Lee Smith were not competent to sign?
A. No. There was nothing—no indication that they did not know what they were doing.
Q. Was there ever any indication or conversation between you and Mr. E.W. Smith or Ms.

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