Lanning v. West

803 A.2d 753, 2002 Pa. Super. 224, 2002 Pa. Super. LEXIS 1545
CourtSuperior Court of Pennsylvania
DecidedJuly 9, 2002
StatusPublished
Cited by43 cases

This text of 803 A.2d 753 (Lanning v. West) is published on Counsel Stack Legal Research, covering Superior Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lanning v. West, 803 A.2d 753, 2002 Pa. Super. 224, 2002 Pa. Super. LEXIS 1545 (Pa. Ct. App. 2002).

Opinion

POPOVICH, J.

¶ 1 This is an appeal from the judgment entered May 9, 2001, in the Court of Common Pleas of Montour County, that followed the denial of H. June West’s motion for judgment notwithstanding the verdict on February 21, 2001. 1 Upon review, we affirm.

¶ 2 Appellant H. June West raises three issues for our review:

A. Whether the verdict entered in favor of the Plaintiff is supported by sufficient evidence;
B. Whether the [lower] Court erred as a matter of law with respect to the *756 burden of proof applied in the determination of the existence of a gift; and
C. Whether the judgment entered in favor of the Plaintiff was against the weight of the evidence.

Appellant’s Brief, at 3.

¶3 In Goldberg v. Isdaner, 780 A.2d 654, 659-660 (Pa.Super.2001), we enunciated our standard of review with respect to an appeal from the denial of a motion for judgment N.O.V.:

In reviewing a trial court’s decision whether or not to grant judgment in favor of one of the parties, we must “consider the evidence, together with all favorable inferences drawn therefrom, in a light most favorable to the verdict winner.” Walker v. Grand Central Sanitation, Inc., 430 Pa.Super. 236, 634 A.2d 237, 240 (Pa.Super.1993). “Our standard of review when considering motions for a directed verdict and judgment notwithstanding the verdict are identical.” Brown v. Philadelphia College of Osteopathic Medicine, 2000 PA Super 262, 760 A.2d 863, 868 (Pa.Super.2000). We will reverse a trial court’s grant or denial of a judgment notwithstanding the verdict only when we find an abuse of discretion or an error of law that controlled the outcome of the case. Mitchell v. Moore, 1999 PA Super 77, 729 A.2d 1200, 1203 (Pa.Super.1999). Further, “the standard of review for an appellate court is the same as that for a trial court.” Ferry v. Fisher, 709 A.2d 399, 402 (Pa.Super.1998).
There are two bases upon which a judgment N.O.V. can be entered: one, the movant is entitled to judgment as a matter of law and/or two, the evidence is such that no two reasonable minds could disagree that the outcome should have been rendered in favor of the movant. With the first, the court reviews the record and concludes that even with all factual inferences decided adverse to the movant the law nonetheless requires a verdict in his favor, whereas with the second the court reviews the evidentiary record and concludes that the evidence was such that a verdict for the movant was beyond peradventure.

Campo v. St. Luke’s Hospital, 2000 PA Super 155, 755 A.2d 20, 23 (Pa.Super.2000) (citations omitted).

Goldberg, 780 A.2d at 659-660.

¶ 4 The relevant facts, viewed in a light most favorable to Lanning as the verdict winner, are as follows: Ruth Lanning (Decedent), a former resident of Danville, Pennsylvania, was the mother of Earle W. Lanning (Lanning) and H. June West (West). After the death of her husband in 1994, Decedent placed her liquid assets into joint accounts bearing her name and West’s name on June 5,1996. West closed a $19,294.14 joint savings account with Mellon Bank and placed the funds in Mellon Bank CD # 0067812, which she held jointly with Decedent. On July 1, 1996, West closed Mellon Bank CD #0067812, and placed the total funds ($21,829.34) in Mellon Bank CD #00343530, also which she held jointly with Decedent. That same date, West cashed out Mellon Bank CD # A09144-C and placed the total funds ($48,004.92) into Mellon Bank CD # 00343530. All monies in the joint accounts were contributed solely by Decedent. After suffering a seizure, Decedent moved from Danville to the state of New York on or about December 15, 1996, and resided with West. During Decedent’s stay with West, West provided care for Decedent by preparing her meals and aiding her various medical problems.

¶ 5 While Decedent resided with West, West closed several joint accounts with right of survivorship held with Decedent, *757 opened new joint accounts and retained some of the funds. Specifically, West closed a joint checking account with Mellon Bank on December 18, 1996, and retained the balance of $1,146.77. Thereafter, on January 8, 1997, West closed the other Mellon Bank Savings account and retained the balance ($656.68). West cashed out Mellon Bank CD # 00329765 on January 15, 1997, obtaining the balance ($43,981.76). West retained $11,081.76 from Mellon Bank CD #00329765 and placed the remaining funds ($32,900.00) in First National Bank of Rochester CD # 10001 on February 21, 1997. In the midst of these transfers, Decedent executed a durable power of attorney in favor of West on March 2, 1997. Afterwards, on March 24, 1997, West closed First National of Rochester Bank CD # 10001, and placed the total funds ($33,004.78) in First National Bank of Rochester CD # 10002. Later, on April 18, 1997, West cashed out Mellon Bank CD #00343530, which was worth $80,156.62 when it was cashed, but West had to pay a $2,342.41 penalty for early withdrawal. With the remaining funds ($77,814.11), West opened a $70,814.11 annuity with Met Life, naming Decedent as annuitant and West as owner. West retained the remaining balance of $7,000.00.

¶ 6 Decedent returned to Danville, Pennsylvania, on or about June 10,1997, to stay with Lanning for two weeks to allow West to visit relatives and rest. At trial, Lanning testified that when Decedent arrived in Danville, she was in good physical health but was upset at the prospect of returning to New York state, and she indicated that she wanted to stay in Danville. After staying in Lanning’s home for several days, Decedent returned to her trailer in Danville, Pennsylvania. Decedent lived alone in her trailer, but Lanning and his wife assisted in caring for her daily needs.

¶ 7 Shortly after Decedent’s return to Pennsylvania, she became aware that something was wrong with her finances. At about the same time, Lanning suggested that Decedent execute a durable power of attorney in Lanning’s favor, so that he would be able to assist Decedent in paying her bills. Lanning assisted Decedent in contacting the Columbia-Montour Area Agency on Aging, who referred Decedent to Attorney Susan T. James of the law firm of James, Mihalik, Buehner and Lei-pold to execute a new durable power of attorney in favor of Lanning. On July 3, 1997, Decedent retained Attorney Susan T. James to prepare a new durable power of attorney for Decedent naming Lanning as her Attorney-In-Fact and to prepare a revocation of her prior durable power of attorney in favor of West.

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Bluebook (online)
803 A.2d 753, 2002 Pa. Super. 224, 2002 Pa. Super. LEXIS 1545, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lanning-v-west-pasuperct-2002.