Pearson v. Winfield

313 N.E.2d 95, 160 Ind. App. 613, 1974 Ind. App. LEXIS 1088
CourtIndiana Court of Appeals
DecidedJune 27, 1974
Docket1-973A158
StatusPublished
Cited by18 cases

This text of 313 N.E.2d 95 (Pearson v. Winfield) is published on Counsel Stack Legal Research, covering Indiana Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Pearson v. Winfield, 313 N.E.2d 95, 160 Ind. App. 613, 1974 Ind. App. LEXIS 1088 (Ind. Ct. App. 1974).

Opinion

Lybrook, J.

— Defendants-appellants Carl E. Pearson, Mary Ann Pearson, and Olive C. Beem appeal from a judgment for plaintiffs-appellees William S. and Douglass E. Winfield in an action for reformation of a deed.

The central issue presented for review is whether there was sufficient evidence to support the trial court’s finding of mutual mistake and its subsequent grant of reformation.

The following facts are pertinent to this appeal:

In November, 1959, defendant-appellant Olive C. Beem negotiated a sale of certain of her real estate in Monroe County with plaintiff-appellee William Winfield. They agreed that for a purchase price of $30,000, Beem would convey to the Winfields approximately fifty acres of land located in Section 32, Township 9 North, Range 1 East, and in Section 5, Township 8 North, Range 1 East. It was further agreed that a 3.05 acre tract in Section 5, held by Beem and defendants-appellants Carl E. and Mary Ann Pearson as joint tenants, *615 was to be excluded from the sale. Winfield agreed to this exclusion provided that there remained a 100-foot buffer strip between a driveway on the property to be sold and the eastern boundary of the 3.05 acre tract to be excluded. The evidence most favorable to the appellees reveals that Beem agreed to this and the sale was finalized in January, 1960. However, the record shows that at the time of the sale, neither Beem nor Winfield realized that the eastern boundary of the 3.05 acre tract held jointly by Beem and the Pearsons was located immediately west of the driveway on the land conveyed and that it was therefore physically impossible to simultaneously exclude this 3.05 acre tract from the sale and include a 100-foot buffer strip between this tract and the western boundary of the driveway.

The deed properly described and excluded the 3.05 acre tract and located its eastern boundary immediately west of the driveway, leaving Winfield no buffer strip. Additionally the deed erroneously included in the description of the property conveyed two strips of land which had been previously owned by Beem and conveyed in 1942, and 1947, to Bernard Burks and Cliffell Parrish, respectively.

Throughout the entire course of the negotiations and sale, defendants-appellants Carl E. and Mary Ann Pearson were residing in the Virgin Islands. They had no conversation with Winfield, nor were either of them aware of the agreement between Winfield and Beem concerning the 100-foot buffer strip. The Pearsons received by registered mail, the deed purporting to represent the agreement between Beem and Winfield. The Pearsons, after carefully reading the description in this deed to be certain that the 3.05 acres held jointly by Beem and them, were excluded from the sale, signed and returned the deed.

The Winfields took possession in January, 1960, and have resided there since. After the sale, Beem lived in Blooming-ton for a brief period. She then joined her daughter and son- *616 in-law, Mary Ann and Carl Pearson, in the Virgin Islands and the three have resided there since.

In 1972, twelve years after the sale, Beem and the Pear-sons received an offer from a third party, to purchase the above-mentioned 3.05-acre tract. They accepted this offer and arranged for a survey of the land. This survey properly indicated that the eastern boundary of the 3.05-acre tract was located immediately adjacent to Winfields’ driveway. When the surveyor set stakes designating the location of the tract, Win-field brought this action for reformation of the deed.

Winfields’ action was predicated upon an assertion of mutual mistake. The trial court agreed and granted reformation, specifically finding that a mutual mistake of fact arose from the assumption made by at least two registered surveyors, and relied upon by the parties, that the southwest quarter of Section 32, Township 9 North, Range 1 East, had an east-west dimension along the south line of said quarter of 2640 feet, when in fact, the true east-west dimension along said south line was 2529.26 feet.

The trial court further found:

(a) That the parties intended that the west boundary of Winfields’ property in Section 5 after the conveyance would lie approximately 100 feet west of the driveway on plaintiffs’ property;
(b) That this intent was frustrated by the description of the excepted tract in that the excepted tract would overlap the land intended to be conveyed by appellants to the ap-pellees by 110.74 feet in Section 5, and
(c) That Beem was unable to convey certain real estate included in the description in the deed because it had previously been conveyed by warranty deed to other parties.

The reformation granted by the trial court therefore deleted from the description of the land conveyed, the two parcels previously conveyed by Beem to Burks and Parrish, and included in the description of the land conveyed the above described buffer strip. As a result, the western boundary of the Winfield property in Section 5 was relocated to correspond *617 to the boundary they had bargained for and the 3.05-aere tract held jointly by Beem and the Pearsons was reduced to a 1.98-acre tract. The evidence indicates that the 110-foot strip taken from the eastern portion of the 3.05-acre tract included the only land in the entire tract suitable for construction of a house. This left the Pearsons and Beem joint tenants of a virtually valueless 1.98-acre tract of land. Thus, this appeal.

Appellants contend that the trial court’s finding of mutual mistake and the subsequent grant of reformation including the buffer strip in the conveyance were not supported by sufficient evidence in that there was no actual agreement or meeting of the minds of all parties involved concerning the buffer strip. We agree.

Initially, it must be noted that when confronted with an assertion that there was insufficient evidence to support the trial court’s findings and judgment, this court, as a reviewing tribunal, neither weighs conflicting evidence, nor resolves questions of credibility of witnesses, but rather, accepts only that evidence most favorable to appellees, together with all logical inferences deducible therefrom to determine if each essential element upon which the trial court’s decision is based is supported by substantial evidence of probative value. In Re Estate of Barnett (1974), 159 Ind. App. 491, 307 N.E.2d 490.

With this standard of review in mind, an examination of the evidence, together with a brief discussion of the pertinent law on both reformation and joint tenancy resolves this issue in favor of appellants.

In Indiana, equity has jurisdiction to reform written documents in only two well defined situations:

(1) Where there is a mutual mistake — that is, where there has been a meeting of the minds — an agreement actually entered into, but the contract, deed, settlement, or other document, in its written form does not express what was actually intended by the parties thereto; and
*618

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Bluebook (online)
313 N.E.2d 95, 160 Ind. App. 613, 1974 Ind. App. LEXIS 1088, Counsel Stack Legal Research, https://law.counselstack.com/opinion/pearson-v-winfield-indctapp-1974.