Taylor v. First National Bank of Tuskaloosa

189 So. 2d 141, 279 Ala. 624, 1966 Ala. LEXIS 1087
CourtSupreme Court of Alabama
DecidedJuly 21, 1966
Docket6 Div. 46
StatusPublished
Cited by19 cases

This text of 189 So. 2d 141 (Taylor v. First National Bank of Tuskaloosa) 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
Taylor v. First National Bank of Tuskaloosa, 189 So. 2d 141, 279 Ala. 624, 1966 Ala. LEXIS 1087 (Ala. 1966).

Opinion

COLEMAN, Justice.

From a decree for complainant in a suit in equity seeking relief in the nature of the enforcement of a resulting trust or subrogation, respondent appeals.

Appellant’s brief contains statements of the case and of the facts, including a condensed recital of the evidence given by each witness in narrative form as is required by Rulé 9 óf the revised rulés of this court when the insufficiency of the evidence to sustain the finding is assigned. 261 Ala. XXII; 1958 Recompilation Code 1940, Title 7, Appendix. Appellee has not made any correction or addition to appellant’s statements of either the case or the facts as provided for by Rule 10 of the rules of this court. 261 Ala. XXIII; 1958 Recompilation Code 1940, Title 7, Appendix. The statements made by appellant, therefore, will be taken to be accurate and sufficient for decision, as provided by Rule 9, supra.

Complainant, a corporation, is a bank and is the executor of the will of I. N. Schofield, deceased. Respondent is a daughter of the testator. His will is dated October 18, 1952. He died May 22, 1961. The will was admitted to probate a short time after his death. . .

By the will, testator gave to his wife a life estate in all of his estate, real, personal, and mixed, and the remainder to his children in equal shares. He appointed complainant executor of the will. He was survived by his widow and eight children who were living at the time of the trial.

The court overruled respondent’s demurrer to the bill 'of complaint and this ruling is assigned and argued for error, but we reverse for insufficiency of the evidence to sustain the finding and do not consider the ruling on demurrer.

On July 11, 1958, for a recited consideration of $13,252.00, testator bought a house and lot in a subdivision in Northport. Testator is the grantee named in the deed.

On the same day, testator and wife executed to complainant a mortgage to secure a loan of $13,500.00, payable in monthly installments of $150.00 each. In the mortgage, as security, testator conveyed the Northport property which is described in the above-mentioned deed, and also a tract of land which is referred to in the testimony *629 as 35 acres and is described in the mortgage as being a part of the Wash Christian farm.

Also on the same day, for a recited consideration of $10.00, love and affection, and respondent’s assumption of and agreement to pay the above-mentioned mortgage, testator and wife, by warranty deed, conveyed the Northport property to respondent.

The mortgage and both deeds were all recorded in the office of the Judge of Probate on the same day, July 11, 1958.

Thereafter, it seems, respondent executed a paper whereby she acknowledged that, _ as part of the consideration for the deed to, her, she assumed and agreed to pay the debt secured by the mortgage at the rate of. $150.00 per month as is provided in the mortgage. This exhibit is dated July 30,; 1958, sworn to July 30, 1958, and filed for, record in the office of the Judge of Pro-. bate July 25, 1961, which was subsequent to’testator's death.

By .warranty deed dated and acknowl-, edged September 10, 1958, testator and wife,. for a recited consideration of $Í2,000.00, conveyed--the 35-acre’-Wash Christian farm tract to Ernest Morgan and, Hugh Bridges'. Morgan and Bridges have no other connection -with this case.

By instrument dated September 23, 1958, complainant released the 35-acre tract from the lien and operation of the mortgage. The recited consideration for the release is the payment of $6,000.00 to complainant by Morgan and Bridges. It seems to be agreed as a fact that the $6,000.00 paid to complainant for the release was part of the $12,000.-00 paid by Morgan and Bridges as the purchase price for the Wash Christian farm land, and, in effect was paid to the complainant by testator. The $6,000.00 payment was the consideration for the release. The intention of testator with regard to respondent’s obligation to pay or repay this $6,000.00 to him or to his executor is a contested question in this case.

The trial court found that the $6,000.00 payment was not intended as a gift to respondent and that “it was'tire"intention and judgment of the said I: N.' Schofield,' Deceased, that she owed him said Six Thousand and No/100 ($6,000.00) Dollars . ..” The court decreed that respondent pay $6,-000.00 to complainant at the rate of $150.00 per month and fastened a lien' on the North-port property to secure payment. Respondent appealed. '

Respondent testified that she was divorced from her husband by decree granted May 22, 1961, the date her father died. She had three children. Her father arranged for her to get her home by means of the instruments introduced in evidence. At that time she had no home or other property. Her husband was not supporting her and the children at the time of. divorce. Her father was sick at the time.

Respondent testified as to a conversation with her father concerning the $6,-000.00 payment on the mortgage, but we do not think she j.§ competent to testify against complainant as to that conversation because respondent has a pecuniary interest in the result of this suit, her father’s estate is also interested in the result of the suit, and the interest of respondent is diametrically opposed to the interest of complainant. § 433, Title 7, Code 1940. If respondent wins, the estate will be smaller, and if respondent loses the estate will be larger by at least $6,-000.00.

A few days after this conversation, respondent took her book, which we understand to be a record of payments on the mortgage, to the Northport branch office of complainant bank and Mrs. Ford, an employee of the bank, marked in the book a credit of $6,000.00 on the mortgage debt. We do not think there can be any well-founded objection by complainant to the testimony proving the fact that this credit entry was made because testator’s making of the payment for the credit is the foundation of complainant’s lawsuit.

Respondent testified to further conversations with her father, but we think she *630 is also 'incompetent to testify as to statements made by testator in those conversations.

Complainant offered the testimony of testator’s widow and two of his daughters, Mrs. Nelson and Mrs. ITagler, which is to the effect that testator stated that he intended for respondent to pay him the $6,000.00 he. paid on the mortgage debt. We are of the opinion, however, that the testimony of the widow and these two daughters is not to be considered for two reasons, to wit:

1. Because the widow and two daughters are incompetent under the dead man’s statute.

2. Because the statements to which they testify are not contemporaneous with the payment but were all made afterwards.

We have already said that we think that the estate is interested in the result of this suit. We think that the widow and daughters also have a pecuniary interest in that result. If the complainant is successful, the estate will be larger. By the will, the widow takes a life interest in that estate and will have a pecuniary gain if the estate is larger. The daughters have a remainder interest in the estate and a pecuniary advantage if the estate is increased by the result of this suit.

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Bluebook (online)
189 So. 2d 141, 279 Ala. 624, 1966 Ala. LEXIS 1087, Counsel Stack Legal Research, https://law.counselstack.com/opinion/taylor-v-first-national-bank-of-tuskaloosa-ala-1966.