McAdoo v. Dickson

126 S.W.2d 393, 23 Tenn. App. 74, 1938 Tenn. App. LEXIS 78
CourtCourt of Appeals of Tennessee
DecidedMay 10, 1938
StatusPublished
Cited by4 cases

This text of 126 S.W.2d 393 (McAdoo v. Dickson) is published on Counsel Stack Legal Research, covering Court of Appeals of Tennessee primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
McAdoo v. Dickson, 126 S.W.2d 393, 23 Tenn. App. 74, 1938 Tenn. App. LEXIS 78 (Tenn. Ct. App. 1938).

Opinion

SENTEB,, J.

This litigation grew out of the right of possession and ownership of the contents of a lock box rented by Dr. E. C. Freas, now deceased. The contents of the said lock box at the Union Planters National Bank & Trust Company of Memphis, Tennessee, consisted of certain securities and assets valued at approximately $10,000 at the time of the death of Dr. Freas.

In 1933 Dr. Freas executed a last will and testament naming, the complainant, his half brother, the executor, which will was duly probated in the Probate Court of Shelby County, Tennessee. By the terms and provisions of the will Dr. Freas gave his entire estate equally to his half brother, who then resided in Nashville, Tennessee, and to his half sister, who then resided in the State of Florida. Prior to the execution of the will which was probated, Dr. Freas had exe *76 cuted a will by which he devised and bequeathed his entire estate to the complainant, but subsequently revoked that will and executed the will of 1933, which will was probated and which is made the basis of the contention of the complainant as executor of said estate that the contents of the lock box constituted a part of the estate so willed and bequeathed, and that as executor of the said estate he was entitled to the possession of the contents of the said lock box.

The facts in the second trial are practically the same as in the first-trial, there being very little difference in the evidence offered by the respective parties, except that the defendant Mrs. Dickson offered two additional witnesses who did not testify at the former trial, to further support her contention that the contents of the lock box had been made the subject of a eqmpleted gift causa mortis to her.

At the former trial the only issue submitted to the jury by the chancellor was as follows, “Did Dr. E. C. Freas before his death make a completed gift of the contents of this lock box at the Union Planters National Bank & Trust Company of Memphis, Tennessee, to the defendant, Mrs. Jessie Dickson” and declined to submit any further issues of fact to the jury. After the court had charged the jury, the jury at the first trial returned its verdict and answered the issue submitted in the negative. At the first trial and at the conclusion of all the evidence the defendant Mrs. Jessie Dickson moved the court to direct a verdict and to enter a decree in her favor. That motion was overruled, as was also a motion for a new trial made by Mrs. Dickson, and a decree on the jury verdict entered in favor of the complainant, awarding to complainant the possession of the contents of the lock box involved in this litigation.

From this decree the defendant Mrs. Jessie Dickson prayed and was granted an appeal to this court. There were numerous assignments of error by Mrs. Dickson, and upon her appeal to this court, this court held that the Chancellor erred in failing to give to the jury a proper definition of a gift causa mortis, and that the issue submitted and also the charge of the Chancellor to the jury thereon defined a gift inter vivos, and not a gift causa mortis. For this error, this court in the former opinion reversed the decree of the Chancellor and remanded the cause for a new trial. Both parties filed petitions for the writ of certiorari in the Supreme Court. The petitions of both of the respective parties were denied by the Supreme Court and the cause was retried to a jury under the remand order of this court. Issues of fact were submitted to the jury by the Chancellor, and the jury found the issues in favor of the defendant Mrs. Dickson, and by their verdict found that there had been a completed gift causa mortis to Mrs. Dickson of the contents of the lock box involved in this litigation. There was a motion for a new trial by the complainant, which motion was overruled by the Chancellor, and a decree rendered in favor of the defendant, awarding to *77 her the contents of the lock box under the gift causa mortis made to her by Dr. Freas.

From this decree of the Chancellor the complainant has appealed to this court and has assigned errors.

On the former appeal this court filed an opinion which fully set forth the facts as shown by the record, with a full discussion of the evidence, and held that the evidence presented questions of fact properly to be submitted to the jury under proper instructions from the court.

Under the numerous assignments of errors on the present appeal the contention is made that under the evidence the proof was insufficient to sustain a gift causa mortis to Mrs. Dickson; that there was no material evidence to support the verdict of the jury; that under the evidence introduced by the respective parties the Chancellor should have held that as a matter of law the evidence was insufficient to sustain a completed gift causa mortis of the contents of the lock box. Several of the assignments of error are directed to certain portions of the Chancellor’s charge to the jury on the issues submitted. Several of the assignments of error challenge the action of the Chancellor in refusing to give in charge to the jury certain special requests set out in the respective assignments of error. Other assignments present the question that the Chancellor erred in admitting certain testimony introduced by the defendant over the objections of the complainant, and to which exceptions were properly made.

It appears that Dr. Freas, by his own efforts and industry, succeeded in getting a medical education at Vanderbilt University, that after practicing his profession for a short while in his home county in Middle Tennessee he moved to the city of Memphis, where he engaged in the practice of his profession. He was twice married but no children were born to either marriage. He acquired a home in the city of Memphis, where he lived until after the death of his second wife. For a period of twenty-five years he had completely lost sight and connection with the complainant, his half brother, and did not know for many years where his half brother resided. He seemed to have had some knowledge that his half sister was living in Florida, but he had had no communication with his half brother or half sister in about twenty-five years or more. After the death of his second wife, and after he had retired from the practice of his profession, he sought to have certain friends occupy his residence in Memphis, who would give him a home in the residence, but after some experiments along this line, he became dissatisfied and sold his home and went to live in a hotel in Memphis.

It appears that he was lonely and desired companionship. He was old and had been enfeebled by age. Upon the suggestion of friends he applied for and was admitted to a semi-charitable institution in *78 the city of Memphis, the ‘1 Sunshine Home,” the inmates of which paid a nominal sum, about $10 per month, for their room and board. This institution was supported, maintained and managed by a group of ladies in the city of Memphis. Mrs. Jessie Dickson, the defendant herein, was the matron of the Sunshine Home. The record discloses that she was a lady about fifty-five years of age and was very capable and highly efficient as the matron of this institution. She was a lady of unusual disposition and took great interest in the inmates of the institution. She was always kind and considerate of all the inmates and they in turn were devoted to her because of her thoughtfulness and consideration.

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Related

In re: The Estate of Luther Garrett
Court of Appeals of Tennessee, 2001
Gambill v. Hogan
207 S.W.2d 356 (Court of Appeals of Tennessee, 1947)
McGrede v. Rembert Nat. Bank
147 S.W.2d 580 (Court of Appeals of Texas, 1941)
McAdoo v. Dickson
136 S.W.2d 518 (Tennessee Supreme Court, 1940)

Cite This Page — Counsel Stack

Bluebook (online)
126 S.W.2d 393, 23 Tenn. App. 74, 1938 Tenn. App. LEXIS 78, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mcadoo-v-dickson-tennctapp-1938.