Lockhart v. Justice

262 S.W. 1101, 203 Ky. 675
Court of Appeals of Kentucky·Decided June 10, 1924·Published·Cited by 3 cases

Opinion

Opinion op the Court by

Sandidge, Commissioner

Affirming in part and reversing in part.

James A. Justice, a resident of Pike-county, Kentucky, died some time- in the year, 1920. Prior to Ms death he had conveyed lands to- Ms son, appellee, Bud Justice, by two deeds, the first dated February 11, 1911, and the second April 19,1917. The consideration recited by-the deed for the first conveyance was $500.00 cash; that by the last $100.00 cash, and the agreement by the son to take care of Ms father the remainder of Ms life. By the last deed the grantor reserved to himself the use and control of the land conveyed during Ms life and the right to sell and dispose of the timber thereon as he pleased. After the death of James A. Justice, appellants, all of his surviving heirs, except appellee, brought suit in the Perry circuit court against him to cancel the two deeds above mentioned upon the ground of mental incapacity a-nd undue influence. The issues were made by a traverse, and with reference to the 1911 deed appellee [677] pleaded the five and ten year statutes of limitation. Upon the trial of the case, the chancellor dismissed appellants’ petition and they have appealed from that judgment.

Under section 2519 of the Kentucky Statutes of 1922 the utmost limit within which an action for relief for fraud or mistake may he brought is ten years, and under that section appellants’ cause of action, in so far as it related to the deed of 1911, was barred, unless the facts are brought withiii the exceptions mentioned in sections 2506 and 2525 of the statutes, by both of which it is provided that if at the time the cause of action accrues the person entitled to bring it is of unsound mind-there is allowed an additional period of three years after the removal of the disability in which to institute the action. On the facts produced in evidence, the chancellor below adjudged that there was not sufficient evidence by appellants to establish that James A. Justice was of unsound mind or mentally incapacitated to execute either the deed of 1911 or that of 1917. No question as to competency or incompetency of evidence is presented, as the parties, plaintiffs and defendant, testified fully as to all their conversations, transactions with and acts done or omitted to be done by the decedent without objection or exception. The testimony introduced for appellants as to the mental incapacity of their father consisted solely of their own testimony. All of them testified in the nature of conclusions that for twenty years before his death their father did not have sufficient mind to transact business or to know what* he was doing' or to make the deeds in question. They did not testify, however, as to anything their father said or did upon which they or we can reasonably base that conclusion. For appellee a number of the friends and acquaintances and close neighbors of James A. Justice, including a licensed practicing physician, who resided in his neighborhood, were introduced and without exception they testified that James A. Justice throughout his life was a person above the average in intelligence. It does appear that during the last twelve or fifteen years of his life he was not in the best of health, although it seems he was never confined to his bed or home by illness. He appears to have had a great deal of trouble visited upon him during his life. Two of his sons were killed and a third wounded in an election fight that occurred some twenty years before his death. A son-in-law appears to have been indicted for murder. Others of them appear to have engaged in difficulties re-[678] suiting in criminal prosecutions against them, and others to have been 'involved in civil litigation. The testimony discloses that decedent talked a great deal about these troubles that had befallen .him; but.no witness, aside from his children who would profit by. the testimony, testified that he ever talked in any other than a natural way. about these matters, or that they had .the effect of .impairing.his mind to any extent. . Under this state of facts, we are of the opinion that the chancellor'properly adjudged that there was not sufficient evidence to’ establish .that James A. Justice was a person of unsound mind at the time he executed the deed of 191Í or that of 1917, and hence the plea of limitation .as to the deed of .1911 must be upheld and the judgment as to it affirmed on the plea of limitation.

With reference to appellee procuring the execution of the deed of 1917 by undue influence, we are mindful of the fact that, owing to the relationship between the parties, transactions of the character here presented are regarded with suspicion and that mere inadequacy of consideration or false statement in the deed as to the consideration is sufficient to create the presumption that the transaction is the result of undue influence and to cast the burden upon the grantee under such circumstances. It will be observed, however, that the deed of 1917 was executed not only for the recited cash consideration of $100.00, but for the further consideration that the grantee should take care of the grantor during the remainder of his life, and that by this deed the grantor reserved to himself the use and control of the lands conveyed during his life, as well as the right to sell and dispose of the timber thereon as he might desire.

Considering a deed with a similar provision,in Wood v. Moss, 176 Ky. 419, we said:

“While this did not destroy the effect of the conveyance, as a deed, it did have the effect to make it testamentary, in character and therefore did not require the same mental capacity to execute it as is required in one made between parties dealing at arm’s length for an agreed consideration, .nor is it. required that. such a deed should be supported.by a sufficient consideration, and especially after it is executed. . See authorities, supra; and, 13 Cyc. 530, 534; Dunaway v. Dunaway, 32 Ky. L. R. 29; Hopkins v. Blackburn, 144. Ky. 839.”

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Lockhart v. Justice, 262 S.W. 1101, 203 Ky. 675 (Ky. Ct. App. 1924).

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