Patterson v. Leonard

200 So. 759, 240 Ala. 652, 1941 Ala. LEXIS 76
CourtSupreme Court of Alabama
DecidedFebruary 20, 1941
Docket4 Div. 144.
StatusPublished
Cited by3 cases

This text of 200 So. 759 (Patterson v. Leonard) is published on Counsel Stack Legal Research, covering Supreme Court of Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Patterson v. Leonard, 200 So. 759, 240 Ala. 652, 1941 Ala. LEXIS 76 (Ala. 1941).

Opinion

BROWN, Justice.

The bill, filed by appellant against his sister, seeks to declare “void and of no effect” a deed of gift executed by the complainant to his brother, Ernest D. Patterson, now deceased, reciting:

“That grantor, for and in consideration of love and affection of his brother, grantee, has given, granted, enfeoffed and conveyed, and by these presents give, grant, enfeoff and convey unto grantee, and grantee’s heirs and assigns, all of grantor’s right, title and interest in and to all those tracts and' parcels of land situate, lying and being in Russell County, Alabama, which belonged' to Albert E. Patterson, Sr., (the father of grantor and grantee) at the time of death of said Albert E. Patterson, Sr., said right, title and interest hereby given, granted and conveyed being a 143/840th interest in and to said lands, — said interest hereby conveyed having been acquired by grantor respectively, as devisee under the will of said Albert E. Patterson, Sr., deceased, late of Russell County, Alabama-; by inheritance from grantor’s brother, Oscar D. Patterson, now deceased; and by inheritance from grantor’s sister, Leola E. Patterson, who died intestate leaving a husband, A. G. Hubbell, but no children nor descendants of deceased children.

“Said grantor further by these presents, and for the consideration aforesaid, hereby gives, grants and conveys to grantee, his heirs and assigns, any and all cattle, livestock, farming implements, farming machinery, and all other personal property now located on said lands in Russell County, Alabama, to' the extent of any interest and title that grantor has to the same.”

Following the special prayer for the cancellation of the deed is a prayer for general relief. The grounds upon which the complainant seeks relief are fraud and undue influence brought to bear upon complainant through an alleged conspiracy between the respondent and said deceased brother, Ern *654 est D. Patterson, to deprive complainant of his interest in his father’s estate.

The answer denied the alleged fraud and undue influence.

The Circuit Court, upon final submission on pleadings and proof, denied the complainant relief and dismissed the bill. Hence this appeal.

The background of this litigation, to state it briefly, is, the father of the complainant, A. E. Patterson, Sr., deceased, died in the year 1910, leaving an estate consisting of about 3,000 acres of farm lands, some in cultivation, and some timbered, which he devised by his last will to his seven sons and daughters, naming Ernest D., Albert E., Jr., and Oscar P., as the executors of his will, exempting them from giving bond, making an inventory or accounting to any court, and making provision for the settlement of any differences of opinion in carrying out the provision of the will. This provision, however, was omitted from the record. No devise was made to the widow for the reason, as stated in the will, that she was possessed of a separate estate, and was without need of assistance from the testator. The will was duly probated and admitted to record in the Probate Court of Russell County.

Two of the sons named as executors died about the year 1923, and Ernest D. Patterson continued to handle the estate, and operated the farm for several years, and paid the debts and distributed to each of the several legatees, other than Mildred, incomes and profits arising therefrom amounting to approximately $7,000. Ernest kept on the books of the estate an account of Mildred’s share, which was distributed to the others —for the reason, as some of the evidence shows — she in 1906, withdrew a sum of money from a savings account in a bank in Columbus, Georgia, deposited to her credit, by the mother, and left home, and her whereabouts were not known to any one except the mother, who had a letter from her in 1921, but did not make this fact known to the brothers and sisters. Ernest continued the farming operation as his father had done, through renting to tenants to whom he made advances up until about the year 1934, and up to 1924 at profit. From the year 1924 on he did not account to the complainant for his share of profits.

During the year 1934, Mildred, through lawyers employed in Texas, began to inquire into the status of the estate and demanded an accounting. These inquiries and demands for an ■ accounting by Mildred caused considerable concern and worry on the part of Ernest, and he through his sister, the respondent, communicated with complainant, who was a lawyer, graduate of a university, and holding a master’s degree from Yale, asking his advice. He suggested that the mother claim that the money that went into the purchase of the lands was her money and for her to assert her claim thereto, and others suggested that Ernest set up an account on the books charging a large salary for his services in operating the plantations, or probably this was his own idea.

Finally in 1934 the complainant demanded that he be allowed to inspect the books and, according to his version, found that the accounts had been padded, and trouble began to brew.

In the meantime the mother’s estate seemed to have increased, and she was considerably worried about income taxes and other taxes and called on complainant for advice, probably how to evade some of the taxes and also to prevent Mildred from sharing in her estate. Walter drew up a trust instrument conveying all of the property to the respondent, Elizabeth, with income payable to the mother, at her death the property to be divided between Elizabeth, Ernest and Walter. The mother, who appears to have been a strong-minded, miserly woman, on learning of the legal effect of the trust instrument, demanded that all of the beneficiaries consent to its revocation, and she seems to have been very much incensed against Walter, whom she thought had deceived her. The trust agreement was revoked and she made a will disinheriting Walter.

As the result of the discovery by Walter of what he regarded a padding of the books, of accounts claiming a large sum due to Ernest for managing the estate, considerable bitterness grew up between Walter and Ernest, and Ernest asserted that Walter had threatened him, not only with litigation, but personal violence, and had accused him of dishonesty, of which fact the mother had taken notice, and demanded that Walter cease annoying Ernest and treat him as a brother.

Elizabeth, the respondent, was the go-between, apparently with full faith in Ernest’s honesty, and yet with much affection for Walter, and sympathy and tolerance for the mother, and made many trips from her home in Nashville, Tennessee, to Co *655 lumbus, Georgia, to comfort and reconcile the mother as between the two contending brothers.

Ernest was traveling salesman with ordinary education, and had grown old in the management of his own business and that of the estate, became ill and suffered from heart trouble. Walter was highly educated, a lawyer of experience and ability, and in the prime of life.

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Bluebook (online)
200 So. 759, 240 Ala. 652, 1941 Ala. LEXIS 76, Counsel Stack Legal Research, https://law.counselstack.com/opinion/patterson-v-leonard-ala-1941.