Taylor v. Abernethy

560 S.E.2d 233, 149 N.C. App. 263, 2002 N.C. App. LEXIS 182
CourtCourt of Appeals of North Carolina
DecidedMarch 19, 2002
DocketCOA01-470
StatusPublished
Cited by13 cases

This text of 560 S.E.2d 233 (Taylor v. Abernethy) is published on Counsel Stack Legal Research, covering Court of Appeals of North Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Taylor v. Abernethy, 560 S.E.2d 233, 149 N.C. App. 263, 2002 N.C. App. LEXIS 182 (N.C. Ct. App. 2002).

Opinion

HUNTER, Judge.

Harvey C. Taylor, Jr. (“plaintiff’) appeals the entry of judgment upon a jury verdict that he does not have a valid contract entitling him to the estate of his deceased brother, Romer Gray Taylor (“Romer”), and the trial court’s denial of his motion for a new trial. We conclude there was no error in part, and we reverse in part and remand for a new trial.

Plaintiff and Romer were raised in Burke County, North Carolina. Plaintiff later relocated to Pennsylvania where he obtained employment in the steel erection business. Romer, who never married nor had children, attempted to earn a living from his farm in Burke County. Plaintiff loaned money to Romer throughout the years. In 1958, Romer told plaintiff he wished to begin dairy farming, but would need additional land, which plaintiff owned. Romer asked plaintiff to sell him approximately twenty-nine acres of land in Burke County which plaintiff received at his grandfather’s death. On 23 March 1958, Romer wrote to plaintiff, stating that in the event he should die, he wanted plaintiff to have everything he owned, and that he “plan[ned] to make a will to that effect very soon.” Plaintiff conveyed the land to Romer in April 1958. Romer was not successful in dairy farming, and in the 1970’s he moved to Pennsylvania where plaintiff employed him and allowed Romer to live in his home.

In 1978, Romer asked plaintiff to finance the purchase of a backhoe so that he could try again at farming. According to plaintiff, in consideration for the backhoe, Romer agreed to sign a contract to make a will that would leave his entire estate to plaintiff. At trial, plaintiff produced a contract dated 10 July 1978 providing that in consideration for plaintiff’s having renounced his interest in his parent’s estate in favor of Romer, and having agreed to purchase for Romer’s use a backhoe for $38,000.00, Romer “agrees to immediately make a valid will devising to [plaintiff] and his heirs, assigns, and successors [his] entire estate.” The contract bore plaintiff’s signature, what plaintiff maintained to be Romer’s signature, and the acknowledgment of a notary public. The contract was executed in Pennsylvania, and was not recorded in Burke County until 22 October 1997.

Romer died on 18 January 1998. On 23 January 1998, defendant Don A. Abernethy (“Abernethy”), plaintiff’s and Romer’s nephew, *266 offered for probate a handwritten document which he claimed to be Romer’s holographic will. The document was dated 7 October 1997, and purported to leave Romer’s entire estate to Abernethy. Abernethy was originally named executor of Romer’s estate, but later withdrew. Defendant Jack C. Weir (“Weir”) was thereafter named executor.

On 12 February 1998, plaintiff filed a complaint against Abernethy individually, and Weir as executor (collectively “defendants”), seeking specific performance of the 10 July 1978 contract to make a will, a temporary restraining order and a preliminary injunction requiring, among other things, that Abernethy return any of Romer’s property he had taken following Romer’s death, and that he be prohibited from taking possession of Romer’s property. Defendants answered on 14 April 1998, denying the existence of any contract to make a will in favor of plaintiff. Additionally, Abernethy filed a counterclaim seeking compensation for services he rendered to Romer prior to his death. This counterclaim was dismissed on 28 August 2000 upon plaintiff’s motion. Defendants moved to dismiss the complaint, which motion was denied 28 August 2000.

Plaintiff’s case came to trial on 29 August 2000. Upon resting his case, plaintiff took a voluntary dismissal of his claims against Abernethy individually. The trial court thereafter allowed Abernethy to intervene in the action. On rebuttal, plaintiff called handwriting expert Charles Perrotta to testify to the validity of Romer’s signature on the 10 July 1978 contract. The trial court permitted Perrotta to testify to his observations about similarities between the signature on the contract and exemplars of Romer’s signature, but would not allow him to render an opinion on the authenticity of the signature on the 10 July 1978 contract.

Plaintiff moved for directed verdict at the close of all evidence. The trial court denied the motion and submitted a single issue to the jury: whether the signature on the 10 July 1978 contract was the genuine signature of Romer. The jury answered in the negative, whereupon the trial court entered judgment on 27 September 2000 concluding plaintiff is not entitled to recover from defendants. The trial court entered an order denying plaintiff’s motion for a new trial on 9 February 2001. Plaintiff appeals.

Plaintiff brings forth eight assignments of error on appeal. However, we need not address all eight arguments, as we hold plaintiff is entitled to a new trial. Defendants bring forth a cross-assignment of error, arguing the trial court should have granted their *267 motion to dismiss plaintiffs action as barred by the statute of limitations. We hold the trial court did not err in allowing Abernethy to intervene in the action and to set aside an admission that Romer signed the 10 July 1978 contract to make a will. We hold the trial court erred in refusing to permit Perrotta to give an expert opinion as to whether the signature on the 10 July 1978 contract was Romer’s, and that plaintiff is entitled to a new trial as a result. We reject defendants’ assignment of error that the trial court should have dismissed plaintiffs action as untimely.

By his first assignment of error, plaintiff argues the trial court erred in allowing Abernethy to intervene in the case after plaintiff had presented all of his evidence. Upon resting his case, plaintiff took, a voluntary dismissal on his claims against Abernethy individually, thereby removing him as a party to the case. Upon plaintiffs dismissal, the trial court reminded Abernethy that he could move to intervene. Abernethy expressed his desire to do so, and the court permitted him to join as a party.

Motions to intervene are governed by N.C. Gen. Stat. § 1A-1, Rule 24 (1999). That statute provides that a party may intervene as of right where the applicant “claims an interest relating to the property or transaction which is the subject of the action and he is so situated that the disposition of the action may as a practical matter impair or impede his ability to protect that interest,” provided that it would not be protected by existing parties. N.C. Gen. Stat. § 1A-1, Rule 24(a)(2). A party may also be permitted to intervene where the “applicant’s claim or defense and the main action have a question of law or fact in common. ... In exercising its discretion the court shall consider whether the intervention will unduly delay or prejudice the adjudication of the rights of the original parties.” N.C. Gen. Stat. § 1A-1, Rule 24(b)(2).

Rule 24 “requires that an application to intervene be ‘timely.’ ” State ex rel. Easley v. Philip Morris, Inc., 144 N.C. App. 329, 332, 548 S.E.2d 781, 783 (citing N.C. Gen. Stat. § 1A-1, Rule 24), disc. review denied and review dismissed, 354 N.C. 228, 554 S.E.2d 831 (2001).

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Cite This Page — Counsel Stack

Bluebook (online)
560 S.E.2d 233, 149 N.C. App. 263, 2002 N.C. App. LEXIS 182, Counsel Stack Legal Research, https://law.counselstack.com/opinion/taylor-v-abernethy-ncctapp-2002.