Petree v. Petree

201 S.W.2d 1009, 211 Ark. 654, 1947 Ark. LEXIS 593
CourtSupreme Court of Arkansas
DecidedMay 5, 1947
Docket4-8110
StatusPublished
Cited by16 cases

This text of 201 S.W.2d 1009 (Petree v. Petree) is published on Counsel Stack Legal Research, covering Supreme Court of Arkansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Petree v. Petree, 201 S.W.2d 1009, 211 Ark. 654, 1947 Ark. LEXIS 593 (Ark. 1947).

Opinion

Ed. F. MoFaddin, Justice.

This appeal grows out of an unsuccessful effort to have equity set aside a contract and conveyance, on the claim that the plaintiff was suffering from senility, and was overreached and defrauded by the defendant.

Chester Petree died intestate, a resident of Alma, Crawford county, Arkansas, on May 28,1942, survived by (1) his wife, Mrs. Hays Petree (defendant below and appellee here); (2) his mother, Mrs. Anna Petree (the original plaintiff); and (3) a brother, Felix Petree. Chester Petree owned real estate and personal property appraised in excess of $70,000. On June 22, 1942, Mrs. Anna Petree conveyed to Mrs. Hays Petree all of Mrs. Anna Petree’s interest in'the estate of Chester Petree, in consideration of Mrs. Hays Petree’s agreement to support Mrs. Anna Petree as long as she should live. This contract will be discussed later.

Some time in October, 1945, Felix Petree (son of Mrs. Anna, Petree) learned of the contract made by his mother to Mrs. Plays Petree. He then persuaded his mother to file this suit against Mrs. Hays Petree on November‘13,1945. The complaint alleged: that plaintiff’s interest in Chester Petree’s estate- exceeded $50,000; that on June 22,1942, the plaintiff was 87 years of age, infirm and suffering from senility, and incapable of transacting any business; that Mrs. Hays Petree occupied a fiduciary relationship towards the plaintiff; that Mrs. Hays Petree was guilty of fraud practiced on Mrs. Anna Petree in obtaining the execution of the conveyance and the contract; that the consideration in the contract was grossly inadequate; and that the conveyance from Mrs. Anna Petree to Mrs. Hays Petree should be set aside. The prayer of the complaint was for relief in keeping with the allegations. The answer denied all -material allegations of the complaint, affirmatively pleaded fair dealings- between the parties, alleged that the conveyance and the contract were executed to carry out the wishes of Chester Petree, and pleaded laches and limitations.

With issues thus joined, the cause proceeded to trial on May 23, 1946. All the witnesses appeared in person before the chancellor except the plaintiff, Mrs. Anna Petree, who — because of age and infirmity — testified by deposition taken at her home in Clarksville on December 10, 1945. After the evidence was completed, the chancery court allowed both sides to file written briefs, and— in deciding the case — the chancellor rendered a written opinion, which is in the transcript, and which has proven helpful to this court. The chancery court denied the plaintiff’s complaint for want of equity, and this appeal challenges the correctness of that decree. While the appeal was pending in this court, Mrs. Anna Petree departed this life intestate; and, by consent, the cause has been revived in the name of Felix Petree, sole heir, and J. J. Montgomery, special administrator, as the appellants. The appellee is Mrs. Hays Petree. For convenient identification, we will refer to the parties by real name, rather than by legal designation.

The rules of law applicable to a case such as this one are well settled by numerous decisions of this court:

(a) In Hawkins v. Randolph, 149 Ark. 124, 231 S. W. 556, Mr. Justice Hart quoted from Kelly’s heirs v. McGuire, 15 Ark. 555: “ ‘If a contract is freely and unclerstandingly executed, by a party, with a full knowledge of his rights, and of the consequences of the act, it must stand. This court disclaims all jurisdiction to interfere on account of the improvidence or folly of an act done by a person of sound though impaired mind. ’ ’ ’

(b) Tn Pledger v. Birkhead, 156 Ark. 443, 246 S. W. 510, Mr. Justice Wood said: “If the maker of a deed, will, or other instrument has sufficient mental capacity to retain in his memory, without prompting, the extent and condition of his property, and to comprehend how he is disposing of it, and to whom, and upon what consideration, then he possesses sufficient mental capacity to execute such instrument. Sufficient mental ability to exercise a reasonable judgment concerning these matters in protecting his own interest in dealing with another is all the law requires. If a person has such mental capacity, then, in the absence of fraud, duress, or undue influence, mental weakness, whether produced by old age or through physical infirmities, will not invalidate an instrument executed by him. McCulloch v. Campbell, 49 Ark. 367, 55 S. W. 590; Seawell v. Dirst, 70 Ark. 166, 66 S. W. 1058; Taylor v. McClintock, 87 Ark. 243, 112 S. W. 405; McEvoy v. Tucker, 115 Ark. 430, 171 S. W. 888.”

(c) In Cain v. Mitchell, 179 Ark. 556, 17 S. W. 2d 282, Chief Justice Hart said: “Mental weakness, although not to the extent of incapacity to execute a deed, may ‘render a person more susceptible of fraud, duress, or undue influence, and, when coupled with any of them, or even with unfairness, such as great inadequacy of consideration, may make a contract voidable, when neither such weakness nor any of these other things alone would do so.’ Pledger v. Birkhead, 156 Ark. 443, 246 S. W. 510, and cases cited; and West v. Whittle, 84 Ark. 490, 106 S. W. 955. See, also, Phillips v. Phillips, 173 Ark. 1, 291 S. W. 802; Campbell v. Lux, 146 Ark. 397, 225 S. W. 653.”

(d) In Young v. Barde, 194 Ark. 416, 108 S. W. 2d 495, Mr. Justice Butler quoted Mr. Justice Eakin’s words in the case of Gillespie v. Holland, 40 Ark. 28, 48 Am. Rep. 1, as follows: “ ‘ . . . it has beén the well-established doctrine in equity that contracts, and most especially gifts, will be scrutinized with the most jealous care, when made between parties who occupy such a confidential relation as to make it the duty of the person benefited by the contract or bounty to guard and protect the interest of the other and to give such' advice as would promote those interests. And this is not confined to cases where there is a legal control, . . . They are supposed to arise wherever there is a relation of dependence or confidence; especially that most unquestioning of all confidences which springs from affection on one side, and a trust in a reciprocal affection on the other. The cases for the application of the doctrine cannot be scheduled. They pervade all social and domestic life. . . . ’ ”

As heretofore stated, the rules of law as announced in the above cases are well settled, as all parties to this appeal agree. The difficulty arises when we measure the evidence in this case by these rules in order to determine on which side of the line this case falls — that is, whether Mrs. Anna Petree was (a) mentally infirm and, in fact, overreached, or (b) entirely mentally competent and free from undue influence or any other species of fraud. Appellants claim the former — i. e., mental incapacity — . and that the facts in the case at bar are similar to the facts in the cases of: Cain v. Mitchell, 179 Ark. 556, 17 S. W. 2d 282; Morton v. Davis, 105 Ark. 44, 150 S. W. 117; Hawkins v. Randolph, 149 Ark. 124, 231 S. W. 556; Barnett v. Morris, 207 Ark. 761, 182 S. W. 2d 765; Barner v. Handy, 207 Ark. 833, 183 S. W. 2d 49; Campbell v. Lux, 146 Ark. 397, 225 S. W. 653; Luther v. Bonner, 203 Ark. 848, 159 S. W. 2d 454; and Young v. Barde, 194 Ark. 416, 108 S. W. 2d 495. Appellee claims the latter — i. e., full mental competency — and cites these eases: Pledger v. Birkhead, 156 Ark. 443, 246 S. W. 510; Pernot v. King, 194 Ark. 896, 110 S. W. 2d 539; Smith v. Smith, 209 Ark. 546, 191 S. W. 2d 956; Atwood v. Ballard, 172 Ark. 176, 287 S. W. 1001; Rogers v.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Black v. Duffie
2016 Ark. App. 584 (Court of Appeals of Arkansas, 2016)
Guess v. Going
966 S.W.2d 930 (Court of Appeals of Arkansas, 1998)
Daley v. Boroughs
835 S.W.2d 858 (Supreme Court of Arkansas, 1992)
Reed v. Radebaugh
648 S.W.2d 816 (Court of Appeals of Arkansas, 1983)
Reed v. Wright
603 S.W.2d 422 (Court of Appeals of Arkansas, 1980)
Hiler v. Cude
455 S.W.2d 891 (Supreme Court of Arkansas, 1970)
Simmons First National Bank v. Luzader
438 S.W.2d 25 (Supreme Court of Arkansas, 1969)
Housing Authority of Little Rock v. Peters
425 S.W.2d 720 (Supreme Court of Arkansas, 1968)
Gross v. Young
414 S.W.2d 624 (Supreme Court of Arkansas, 1967)
Richard v. Smith
361 S.W.2d 741 (Supreme Court of Arkansas, 1962)
Donaldson v. Johnson
359 S.W.2d 810 (Supreme Court of Arkansas, 1962)
Hunt v. Jones
309 S.W.2d 22 (Supreme Court of Arkansas, 1958)
Walsh v. Fairhead
219 S.W.2d 941 (Supreme Court of Arkansas, 1949)
Blake v. Simpson, Administrator
215 S.W.2d 287 (Supreme Court of Arkansas, 1948)
Shippen v. Shippen
211 S.W.2d 433 (Supreme Court of Arkansas, 1948)
Wilson v. Wilson
204 S.W.2d 878 (Supreme Court of Arkansas, 1947)

Cite This Page — Counsel Stack

Bluebook (online)
201 S.W.2d 1009, 211 Ark. 654, 1947 Ark. LEXIS 593, Counsel Stack Legal Research, https://law.counselstack.com/opinion/petree-v-petree-ark-1947.