Lanius v. Donnell

432 S.W.2d 659, 222 Tenn. 58, 26 McCanless 58, 1968 Tenn. LEXIS 411
CourtTennessee Supreme Court
DecidedJuly 12, 1968
StatusPublished
Cited by13 cases

This text of 432 S.W.2d 659 (Lanius v. Donnell) is published on Counsel Stack Legal Research, covering Tennessee Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lanius v. Donnell, 432 S.W.2d 659, 222 Tenn. 58, 26 McCanless 58, 1968 Tenn. LEXIS 411 (Tenn. 1968).

Opinions

[60]*60PER CURIAM.

Donnell and others brought this suit against Lanius and his wife to set aside a deed and declare void the transfer of certain certificates of deposit which were executed by Mrs. Etta Yick to Lanius. The Chancellor heard the case on oral testimony by written agreement under Chancery Rules and decided that:

“The complainants have established by clear and convincing proof that from the latter part of 1963 until her death Mrs. Vick did not possess the mental capacity to make the transfers of her property.
“Question No. 2 must be answered in the affirmative. There is no doubt but what a confidential relationship existed between Mrs. Vick and the defendant, Tolbert Lanius, from November 1963 until the date of her death.”

The Court of Appeals reversed holding that the evidence preponderates against the finding of the Chan-, cellor. Thus it is, with these two courts having differed in their findings and conclusions of fact upon oral evidence, we are obligated to review the evidence de novo but with [61]*61tlie presumption that the trial court’s decision was correct unless the evidence preponderates against it. T.C.A. see. 27-303. Literally hundreds of cases may he found in the annotation to this Code Section in which various things have been said about its application, but there is no question but that it was the duty of the Court of Appeals to begin its examination of this case with the idea in mind and the presumption that the Chancellor was correct in his decree unless the evidence preponderated against such a finding. We, after carefully reading this record, are convinced that the evidence does not so preponderate. On this question of the preponderance of the evidence for the rule to be applied in civil cases see Wigmore on Evidence, Vol. 9, 3rd Ed., and particularly sec. 2498.

We must keep in mind that the Chancellor has seen and heard all these witnesses on both sides and after seeing and hearing them has determined these issues in favor of the petitioners here and against the defendants. By this finding he has established the credibility of these witnesses. We, especially any of us who has sat on a trial court and seen and heard witnesses testify, must not, and cannot, refute the proposition that the seer and hearer of these witnesses is in a far better position to determine the amount of weight to be given their testimony and the credibility of such witnesses.

For instance, here the defendant, Tolbert Lanius, in answering the majority of questions herein answers them very frankly but none of these answers in the slightest degree injure him. He makes such a beautiful thing out of his attending this old woman for forty-five years, from the time he was a child on up until her death, and yet when he is cross-examined about a mortgage he made [62]*62on his property a few months before he denied ever having made a mortgage and finally does say after being repeatedly asked about it that it escaped his mind. As another illustration of what the Chancellor sees, knows and hears when the witness is before him, this same witness says that this old lady, eighty years old, just out of the clear sky told him that she wanted to pay off a mortgage on his, Lanius’s, home, amounting to $4,000:00 more or less, and thus at her suggestion he took her down to the bank and she wrote a check for so many thousand dollars and odd cents to pay off this mortgage. Of course, there is no testimony, and there cannot be, under the circumstances as shown by reading the opinion of the Chancellor hereinafter to be quoted in his opinion, about what he did or did not do, but a lot of things must be- inferred from what naturally and reasonably happened under such circumstances.

We think that the Court of Appeals disagreed with the Chancellor and went off on the wrong end of this lawsuit when they, as shown in the early part of their opinion, were largely basing it on what the witnesses that they adopt say as to what actually happened at the time this deed was made and at the time these certificates were transferred. As the Chancellor said these witnesses that saw this and heard this did not have an opportunity to go into the matter and did not go into the matter fully.

We granted certiorari, have heard argument and carefully considered the very comprehensive briefs and' supplemental briefs filed by both parties. No question of'fact or law which was not presented to the Chancellor is presented to us, and we believe that the memorandum opinion filed herein by the Chancellor fully covers all questions presented and correctly decides the case. . To [63]*63re-write the opinion on the same assignments would-serve no useful purpose and we, therefore, adopt the opinion of the Chancellor as. the opinion of this Court. Boillin-Harrison Co. v. Lewis & Co., 182 Tenn. 342, 345, 187 S.W.2d 17.

We might say, in addition to what the Chancellor has said, what this Court said in Turner v. Leathers, 191 Tenn. 292, 232 S.W.2d 269, as follows:

“It may he that the mentality of Mr. Leathers did . not.actually fall below the line defining the limits of legal mentality; that he still had mind enough to know what he was doing, or what he intended to do. It is not a question of whether he knew what he intended to do, hut how this intention was produced whether it was • by abuse of a confidential and fiduciary relation.”

It is argued here on behalf of the respondents, defendants below, that the question of independent advice and confidential relationship between these parties cannot be established herein because it was not plead and proved. The bill does not in so many words say that there was no independent advice or anything of the kind but under the allegations of the bill as a whole unquestionably this is alleged. In making this contention the defendants rely upon Peoples Bank, v. Baxter, 41 Tenn.App. 710, 298 S.W.2d 732. We think unquestionably under the allegations of this bill that such is charged to such an extent when in the answer in two places these parties take the position with respect to the bank account that it was done following “consultation and advise received by her from disinterested persons”. Clearly, under such a situation the confidential relationship is proven and we are satisfied it was, therefore it may be shown and held under the pleadings herein.

[64]*64The Chancellor’s opinion is as follows:

“This is a snit by Comer Donnell, Admr. C.T.A. of the estate of Mrs. Etta Vick, deceased, and Mrs. Naomi Vick Davis, the sole beneficiary under the "Will of Mrs. Etta Vick, against the Defendants, Tolbert Lanius and wife, Ruby Lanius, to set aside a deed and certain transfers of certificates of deposit executed by the said' Mrs. Etta Vick to the Defendants on the 27th day of January 1964.

“With reference to these transactions, which the purpose of the bill is to set aside, the original bill alleges:

“ ‘That the said Mrs.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

George Haskel Stewart v. Demple L. Sewell
Court of Appeals of Tennessee, 2005
David Pitts v. Floyd Blackwell
Court of Appeals of Tennessee, 2001
Blackburn v. Blackburn
63 S.W.3d 338 (Court of Appeals of Tennessee, 2001)
Donald Blackburn v. Betty Blackburn
Court of Appeals of Tennessee, 2001
Grahl v. Davis
971 S.W.2d 373 (Tennessee Supreme Court, 1998)
Provident Life & Accident Insurance Co. v. Few
560 S.W.2d 407 (Tennessee Supreme Court, 1978)
Richmond v. Christian
555 S.W.2d 105 (Tennessee Supreme Court, 1977)
Arnoult v. Griffin
490 S.W.2d 701 (Court of Appeals of Tennessee, 1972)
Freeman v. Martin Robowash, Inc.
457 S.W.2d 606 (Court of Appeals of Tennessee, 1970)
Bennett ex. rel. Bennett v. Woodard
444 S.W.2d 89 (Court of Appeals of Tennessee, 1969)
Lanius v. Donnell
432 S.W.2d 659 (Tennessee Supreme Court, 1968)

Cite This Page — Counsel Stack

Bluebook (online)
432 S.W.2d 659, 222 Tenn. 58, 26 McCanless 58, 1968 Tenn. LEXIS 411, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lanius-v-donnell-tenn-1968.