Montgomery v. Callison

700 S.E.2d 507, 226 W. Va. 296, 2010 W. Va. LEXIS 66
CourtWest Virginia Supreme Court
DecidedJune 7, 2010
Docket35126
StatusPublished
Cited by2 cases

This text of 700 S.E.2d 507 (Montgomery v. Callison) is published on Counsel Stack Legal Research, covering West Virginia Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Montgomery v. Callison, 700 S.E.2d 507, 226 W. Va. 296, 2010 W. Va. LEXIS 66 (W. Va. 2010).

Opinion

PER CURIAM:

The instant action is before this Court upon the appeal of William H. Callison, Jr., and his brother, Cecil G. Callison [“Appellants”], from a February 12, 2008, order of the Circuit Court of Greenbrier County denying their Motion for a Judgment as a Matter of Law and for a New Trial which followed an August 27, 2007, jury verdict rendered in favor of plaintiffs below, Ella Montgomery and Margaret Bowers [“Appellees”] finding that certain deeds of real property were not properly delivered and were ineffective to convey the real estate described therein. In this appeal, Appellants contend that the circuit court committed error in denying their Motion for Judgment as a Matter of Law and for a New Trial because the evidence presented at trial demonstrates that the subject deeds were properly delivered to the Appellants by their father, William H. Callison, Sr. before his death. This Court has before it the petition for appeal, all matters of record and the briefs and argument of counsel. For the reasons expressed below, the February 12, 2008, order of the Circuit Court of Greenbrier County is reversed and remanded with directions.

*299 I.

FACTUAL AND PROCEDURAL HISTORY

The parties to this action are the four children and sole heirs at law of William H. Callison, Sr. [hereinafter referred to as “Senior”] and Gladys M. Callison. Senior was a farmer and businessman in Renick, Green-brier County, West Virginia. In addition to operating a mill, Senior accumulated substantial realty and valuable shares of stock. Three properties are the subject of this action:

1) Home Place — a 142 acre tract along U.S. Route 219 established as Senior and Gladys’ residence. This was the place the four children were raised and the site of Senior’s mill.
2) Robinson Place — a 254 acre farm tract that lies across U.S. 219 from the Home Place.
3) Taylor Place — a 264 acre farm tract located next to the Greenbrier River in a different section of Greenbrier County than the other parcels at issue in this case. Prior to their deaths, Senior and Gladys

retained C. A1 McHale, a local attorney, to draft a deed dated January 15, 1968, conveying the Home Place to Appellant, William H. Callison, Jr. [hereinafter referred to as “Billy”]. That deed was executed and acknowledged on January 15, 1968. Additionally, prior to their deaths, Senior and Gladys retained C. A1 McHale to draft a deed dated October 15, 1973, conveying the Robinson Place to Billy. Neither of these deeds was given to the possession of Billy at the time of their execution.

On August 15, 1977, Gladys died and Senior administered her estate with the assistance of the same lawyer, C. A1 McHale [“Mr. McHale”]. 1 The Home Place and the Robinson Place appear on the appraisal of her estate. The next month after Gladys’ death, on September 23, 1987, Senior and Billy went to the Roneeverte National Bank where they jointly rented a safe deposit box, signed a rental agreement for it and were each issued a key to the box. Senior placed the deeds to the Home Place and the Robinson Place in the box, together with other papers. Based on the safe deposit box entry records at Roneeverte National Bank 2 , Senior was the only individual who ever opened the safe deposit box from the time it was rented in 1977 until his death.

Seven years later, Senior engaged Mr. McHale to draft a deed conveying the Taylor Place to Appellant, Cecil G. Callison, which was signed and acknowledged on May 11, 1984. On that same day, Senior executed his will, which was also drafted by Mr. McHale. 3 Both documents were later recovered from the safe deposit box. Four months later, on September 7, 1984, Senior signed a codicil to his will wherein he deleted a provision giving Ella Montgomery $60,000.00 less the appraised value of the Roneeverte National Bank stock he had previously devised to her, and placed this stock in the remainder of his Estate. On that same date, Senior made a gift to Ella by paying $60,000.00 to an owner of a parcel of property for the sale of the same to Ella. This property became Ella’s home and was the subject of a gift tax return filed by Senior.

On September 19, 1995, Senior and Billy went to the Roneeverte National Bank together and added Cecil’s name to the safe deposit box. At some point prior to Senior’s death, Senior gave his key to the safe deposit box to Cecil which he retained until the box was closed after Senior’s death on February 17, 1997. Following Senior’s death, on Feb *300 ruary 25, 1997, the parties went to the Ronceverte National Bank together to open and inventory the contents of the safe deposit box. Two days later, on February 27, 1997, Billy and Cecil recorded the deeds to the respective parcels with the Greenbrier County Clerk’s Office. The Last Will and Testament of Senior dated May 11, 1984, along with the codicil dated September 7, 1984, were presented for probate on March 18,1997. Billy was named and performed as Executor of Senior’s will with the counsel of Mr. MeHale.

On February 10, 1998, a year following Senior’s death, Appellees instituted the present action alleging that the above-described deeds should be set aside because they had never been properly delivered. 4 Discovery was had and the parties filed various motions in limine in preparation for trial. 5 The trial in this matter was conducted on August 21 and 22, 2007, wherein the jury returned a verdict in favor of the Appellees, finding that the subject deeds were not properly delivered and were ineffective to convey the real estate described therein. The Appellants then filed a Motion for Judgment as a Matter of Law and New Trial, which the circuit court denied by order entered February 12, 2008. It is from that order that Appellants now appeal.

II.

STANDARD OF REVIEW

Appellants are appealing the circuit court’s denial of their Motion for Judgment as a Matter of Law and New Trial. 6 This Court has held that “[t]he appellate standard of review for an order granting or denying a renewed motion for a judgment as a matter of law after trial pursuant to Rule 50(b) of the West Virginia Rules of Civil Procedure [1998] is de novo.” Syl. Pt. 1, Fredeking v. Tyler, 224 W.Va. 1, 680 S.E.2d 16 (2009). In Syllabus Point 2 of Fredeking v. Tyler, 224 W.Va. 1, 680 S.E.2d 16, we explained that:

When this Court reviews a trial court’s order granting or denying a renewed motion for judgment as a matter of law after trial under Rule 50(b) of the West Virginia Rules of Civil Procedure (1998), it is not the task of this Court to review the facts to determine how it would have ruled on the evidence presented.

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Bluebook (online)
700 S.E.2d 507, 226 W. Va. 296, 2010 W. Va. LEXIS 66, Counsel Stack Legal Research, https://law.counselstack.com/opinion/montgomery-v-callison-wva-2010.