McWilliams v. McWILLIAMS EX REL. WEATHERSBY

994 So. 2d 841, 2008 WL 2805664
CourtCourt of Appeals of Mississippi
DecidedJuly 22, 2008
Docket2007-CP-01029-COA
StatusPublished
Cited by2 cases

This text of 994 So. 2d 841 (McWilliams v. McWILLIAMS EX REL. WEATHERSBY) is published on Counsel Stack Legal Research, covering Court of Appeals of Mississippi primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
McWilliams v. McWILLIAMS EX REL. WEATHERSBY, 994 So. 2d 841, 2008 WL 2805664 (Mich. Ct. App. 2008).

Opinion

994 So.2d 841 (2008)

John H. McWILLIAMS, Appellant,
v.
D. Rials McWILLIAMS, By and Through his Mother and Natural Guardian, Jane WEATHERSBY, and Frank L. McWilliams, Appellees.

No. 2007-CP-01029-COA.

Court of Appeals of Mississippi.

July 22, 2008.
Rehearing Denied November 18, 2008.

*842 John H. McWilliams, Indianola, pro se.

Lindsey C. Meador, Hollie R. Moore, Cleveland, attorneys for appellees.

Before LEE, P.J., IRVING and ROBERTS, JJ.

ROBERTS, J., for the Court.

¶ 1. This is the second appeal centered around a warranty deed and an irrevocable trust settled by Frank McWilliams, an attorney, while he was incarcerated for burglary. Frank named his son, D. Rials McWilliams, as the beneficiary of that trust. Frank's brother, attorney John McWilliams, drafted the trust. Frank appointed John as the sole trustee.

¶ 2. More than six years later, Frank filed a motion to set the trust aside. The Sunflower County Chancery Court found that Frank's complaint was barred by the statute of limitations. Frank appealed that decision, but this Court affirmed the judgment of the chancery court.

¶ 3. While Frank's appeal was pending, Rials, by and through his mother, Jane Weathersby, filed a petition to remove John as the trustee. The chancellor found that during Frank's attempt to have the trust set aside, John took a position adverse to Rials and, as a result, "a conflict of interest . . . [arose] which . . . fostered hostility between [Rials] and [John]." Consequently, the chancellor removed John as the trustee. John appeals. Finding no error, we affirm the judgment of the chancery court.

FACTS AND PROCEDURAL HISTORY

¶ 4. A little background information is necessary to discuss the relationships of all the interested parties. Frank and Jane divorced sometime prior to these proceedings, *843 but the exact date of their divorce is not mentioned in the record. They had one son, Rials. At the time of the May 3, 2007, hearing that led to this appeal, Rials was eighteen years old.

¶ 5. As of April 22, 1999, Frank was incarcerated for burglary. Without any request from Frank, John drafted an irrevocable trust and a warranty deed. There are multiple possible interpretations of John's intent in presenting Frank with an unrequested trust and deed. However, John's testimony indicates that a fair interpretation was to avoid creditors, including any potential judgment creditors that might result from Frank's burglary. John was aware that Frank would take a twenty-five percent interest from their mother's estate, which included more than four hundred acres and multiple buildings, and John did not want to have to contend with any of Frank's judgment creditors in their mother's estate. John drafted the trust, placed another attorney's name on it, and backdated it to September 1998 to avoid appearing as though it was prepared on the eve of litigation. Frank executed the documents while incarcerated, and John took it to a notary public, who notarized the documents without having personally witnessed Frank's signature.

¶ 6. In any event, the deed conveyed Frank's "right, title and interest in and to any real or personal property now owned or hereafter acquired by [Frank] in [real property owned by Frank and John's mother]." At that time, the trust had no assets. John presented the deed and the trust to Frank the next day, while Frank was still incarcerated. Frank named his son, Rials, as the trust beneficiary and appointed John as the sole trustee.

¶ 7. More than six years later, Frank moved to set aside the warranty deed and trust based on allegations of fraud, undue influence, overreaching, and lack of mental capacity. Frank named Rials and John, individually, and John also in his capacity as the trustee, as defendants. Rials filed a motion for summary judgment, arguing that Frank was barred by the applicable statute of limitations from setting aside the trust. The chancellor granted Rials's motion and held that Frank's motion was time-barred. Frank appealed, but this Court affirmed the chancellor's decision in McWilliams v. McWilliams, 970 So.2d 200, 204(¶ 11) (Miss.Ct.App.2007).

¶ 8. However, on February 26, 2007 — while Frank's appeal was still pending-by and through Jane, Rials filed a petition to have John removed as the trustee. Rials claimed that John had an "inherent conflict of interest" because of his relationship with Frank. John answered and argued that there was no legal or equitable basis to remove him as the trustee. John denied he had an inherent conflict of interest. Finally, John claimed that because Frank's appeal was still pending before this Court, the chancery court lacked jurisdiction to consider Rials's petition.

¶ 9. On May 3, 2007, the chancellor conducted a hearing on Rials's petition. John and Jane both testified. Ultimately, the chancellor entered an order to remove John as the trustee. John appeals.

ANALYSIS

I. WHETHER THE CHANCERY COURT HAD JURISDICTION TO REMOVE JOHN AS THE TRUSTEE WHILE FRANK'S APPEAL WAS PENDING.

¶ 10. John argues that the chancellor had no jurisdiction to remove him as the trustee. John's reasoning is based on the proposition that the chancellor lacked jurisdiction because Frank had appealed the chancellor's decision to grant Rials's motion for summary judgment and that *844 appeal was pending. Whether a court had jurisdiction is a question of law. Trustmark Nat'l Bank v. Johnson, 865 So.2d 1148, 1150(¶ 8) (Miss.2004) (citations omitted). We conduct a de novo review of jurisdictional questions on appeal. Id.

¶ 11. "[T]he filing of a notice of appeal transfers jurisdiction of a matter from the lower court to this Court." McNeil v. Hester, 753 So.2d 1057, 1075(¶ 68) (Miss.2000). Once a matter has been appealed, the lower court has no authority to "broaden, amend, modify, vacate, clarify, or rehear" its prior decision. Id. at 1076(¶ 68). John claims the chancellor's decision to remove him as the trustee broadened the former order by which the chancellor found that Frank was time-barred in his attempt to set aside the trust. By John's reasoning, the chancellor's decision changed the identities of the parties to the appeal and divested him of any ability to act as trustee, including signing and filing pleadings.

¶ 12. We find that the chancellor did not broaden, amend, modify, or reconsider his judgment that Frank was time-barred when he removed John as the trustee. The sole issue within Frank's appeal was whether Frank's motion to set aside the trust was barred by the statute of limitations. McWilliams, 970 So.2d at 202(¶ 5). Whether John should remain as the trustee was not at issue during that appeal. Because Frank's appeal solely focused on whether Frank was time-barred in seeking to set aside the trust, the chancery court maintained jurisdiction over the general operation of the trust. Accordingly, we find no merit to John's first argument.

II. WHETHER THE CHANCELLOR ERRED WHEN HE TOOK JUDICIAL NOTICE THAT JOHN HAD AN ADVERSE POSITION TO RIALS.

¶ 13. Paragraph three of the chancellor's order states:

Further, the Court takes judicial notice that in the hearing on [the] Motion for Summary Judgment filed on behalf of the minor through his own counsel, the Trustee took an adverse position to that of the minor and argued against same. At a hearing in this cause on this matter, the Trustee indicated that he was participating in the appeal along the same lines in which he argued earlier, and that is against the position taken by the minor through counsel.

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Cite This Page — Counsel Stack

Bluebook (online)
994 So. 2d 841, 2008 WL 2805664, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mcwilliams-v-mcwilliams-ex-rel-weathersby-missctapp-2008.