Marston v. Taylor

2015 Ark. App. 176, 457 S.W.3d 688, 2015 Ark. App. LEXIS 222
CourtCourt of Appeals of Arkansas
DecidedMarch 11, 2015
DocketCV-14-36
StatusPublished
Cited by3 cases

This text of 2015 Ark. App. 176 (Marston v. Taylor) is published on Counsel Stack Legal Research, covering Court of Appeals of Arkansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Marston v. Taylor, 2015 Ark. App. 176, 457 S.W.3d 688, 2015 Ark. App. LEXIS 222 (Ark. Ct. App. 2015).

Opinions

PHILLIP T. WHITEAKER, Judge

|,This litigation involves a dispute between seven siblings over the distribution of the proceeds of a sale of real property. The appellants, Linda Fay Marston, Patsy EUifritz, Dennis Taylor, and Wanda Gragg, appeal from an order of the Crawford County Circuit Court awarding a money judgment in favor of the appellees, James E. Taylor, Diane Crims, and Joann Morgan. The appellants assign error to the circuit court’s order awarding the judgment and directing them to pay the judgment or face incarceration for contempt. As to the first point, we find no error and affirm; as to the second point, we conclude that the issue is not preserved for our review.

|¾1. Background

Both the appellants and the appellees are the children of Gurtie Taylor, who was the owner of the real property at issue. In February 2012, Gurtie executed a deed granting her real estate to the appellants. Gurtie passed away in June 2012 of end-stage Alzheimer’s, a diagnosis first received in 2009.

After Gurtie’s death, the appellees filed a motion to set aside the deed based upon allegations of Gurtie’s incapacity to execute the deed and allegations of undue influence in the procurement of the deed by Marston. Upon learning that Marston and the other siblings had sold the real estate that was the subject of the deed for $45,000, the appellees filed an amended complaint and motion for injunctive relief. The appellees sought a temporary order from the court directing that the appellants jointly and severally deposit the proceeds of the sale into the registry of the court while the action was pending. The court granted their temporary request. When the appellants did not pay the proceeds of the sale into the registry of the court, the appellees filed a petition for body attachment, asking that the appellants be held in contempt and incarcerated until such time as the sale proceeds were deposited into the court’s registry.

The matter proceeded to a bench trial. At the conclusion of the trial, the court determined that Gurtie lacked the mental ability to execute the deed and found in favor of the appellees. Because the property had already been sold, the court concluded that it could not set aside the deed, but it awarded the appellees $22,500, representing half of the sales price of the property. Moreover, the court held each of the appellants in contempt for failing lato comply with the court’s earlier order to deposit the proceeds of the sale into the registry of the court. The court ordered that the money judgment be paid within sixty days, but it statéd that the appellants could purge themselves of contempt if they paid the judgment within that time. The appellants filed a timely notice of appeal from that order.

II. Mental Capacity of Grantor

In their first argument on appeal, the appellants assert that the circuit court erred in finding that Gurtie lacked the mental capacity to execute the deed. We will not reverse this finding of fact by the circuit court unless the finding is clearly erroneous. Clegg v. Sullivan, 2014 Ark. App. 143, 2014 WL 792029. A finding is clearly erroneous when, although there is evidence to support it, the reviewing court on the entire evidence is left with a definite and firm conviction that a mistake has been made. Id. We have reviewed the entire evidence in this matter, and we are not convinced that a mistake was made or that the circuit court’s finding was clearly erroneous.

The circuit court received Gurtie’s medical records into evidence. Undisputedly, Gurtie was diagnosed with Alzheimer’s and dementia. The medical records reflected that Gurtie was frail in appearance, confused, and disoriented. In October 2011, just four months prior to the execution of the deed, her doctor found that Gurtie was “forgetting a lot more” and “getting worse in her dementia.” Gurtie’s physician repeatedly noted her confusion and anxiety, as well as her increasing difficulties speaking and swallowing. Gurtie’s general appearance was described as “frail” with a “flat affect” and a “confused” mental state. In early February 2012, shortly before the execution of the deed, the medical reports noted that | ¿Gurtie complained of not being able to feel the inside of her mouth, and her daughter was “worried that she is having mini-strokes.” That same report again described Gurtie as confused and disoriented, with slow speech.

In addition to the medical evidence, the court heard from several witnesses. The witnesses for the appellants saw very little impact upon Gurtie’s decision-making capacity due to her Alzheimer’s and dementia. The witnesses for the appellees saw a great deal of impact upon Gurtie’s decision-making capacity due to her Alzheimer’s and dementia. It is the role and duty of the trier of fact to determine the credibility of witnesses and the weight to be accorded to their testimony. We give due deference to the trial court’s superior position in this regard. Browning v. Browning, 2015 Ark. App. 104, 455 S.W.3d 863.

The determination of whether a deed is void because of the mental incapacity of the grantor is measured by his or her mental ability at the time of the execution of the deed. Munzner v. Kushner, 2010 Ark. App. 196, at 6, 375 S.W.3d 647, 651 (citing Andres v. Andres, 1 Ark. App. 75, 83, 613 S.W.2d 404, 409 (1981)). If the grantor is mentally competent at the time he executes the deed at issue, the deed is valid. Id. The test of mental competency to execute a deed was set forth by our supreme court in Donaldson v. Johnson, 235 Ark. 348, 359 S.W.2d 810 (1962), as follows:

If the maker of a deed, will, or other instrument has sufficient mental capacity to retain in his memory, -without prompting, the extent and condition of his property, and to comprehend how he is disposing of it, and to whom, and upon what consideration, then he possesses sufficient mental capacity to execute such instrument. Sufficient mental ability to exercise a reasonable judgment concerning these matters in protecting his own interest in dealing with another is all the law requires. If a person has such mental capacity, then, in the absence of fraud, duress, or undue |Binfluence, mental weakness, whether produced by old age or through physical infirmities, will not invalidate an instrument executed by him.

Id. at 352, 359 S.W.2d at 813 (citations omitted). The mental capacity of the maker of a trust or deed is presumed, and the burden rests on the contestants to prove incapacity by a preponderance of the evidence. Munzner, swpra (citing Rose v. Dunn, 284 Ark. 42, 46, 679 S.W.2d 180, 183 (1984)).

The appellants contend that the circuit court erred in “failing to recognize that a grantor could execute a deed during a lucid interval and disregarded the greater weight of the evidence regarding the decedent/grantor’s lucidity.” They note the testimony of Marston; Chuck Dyer, the attorney who prepared the deed; and Joyce Parker, Gurtie’s nursing assistant, who all asserted that Gurtie seemed possessed of her mental faculties at the time of the execution of the deed.

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Related

Matter of GNB III Trust v. Shaw
2019 Ark. App. 171 (Court of Appeals of Arkansas, 2019)
Black v. Duffie
2016 Ark. App. 584 (Court of Appeals of Arkansas, 2016)
Marston v. Taylor
2015 Ark. App. 176 (Court of Appeals of Arkansas, 2015)

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Bluebook (online)
2015 Ark. App. 176, 457 S.W.3d 688, 2015 Ark. App. LEXIS 222, Counsel Stack Legal Research, https://law.counselstack.com/opinion/marston-v-taylor-arkctapp-2015.