Townsend v. Townsend

137 A.2d 381, 37 Del. Ch. 67, 1957 Del. Ch. LEXIS 99
CourtCourt of Chancery of Delaware
DecidedDecember 31, 1957
StatusPublished
Cited by4 cases

This text of 137 A.2d 381 (Townsend v. Townsend) is published on Counsel Stack Legal Research, covering Court of Chancery of Delaware primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Townsend v. Townsend, 137 A.2d 381, 37 Del. Ch. 67, 1957 Del. Ch. LEXIS 99 (Del. Ct. App. 1957).

Opinion

Marvel, Vice Chancellor:

This action seeks the setting aside of a deed executed by Fannie B. Luff. Under the terms of the deed in question, which was executed and acknowledged on December 30, 1954, she conveyed the fee to her farm and home to her now deceased grandson, William Luff Townsend, through whom his widow, the defendant Marie Louise S. Townsend claims an interest in the property so conveyed.

On November 3, 1954, Fannie B. Luff, who was then 86 years of age, suffered a cerebral hemorrhage or stroke following which she spent seventeen days in the hospital and several more days in the home of a friend in Harrington before returning to her farm near West Dover, Delaware to live alone as she had for a number of years prior to her attack. At the time of the signing of the questioned deed the grantor’s husband and their only child, a daughter, were dead, and her only close blood relatives were her two grandsons and a great grandson. Before her stroke, though somewhat of a recluse, Mrs. Luff had been interested in books and was a gay and gifted conversationalist. The stroke not only seriously impaired her ability to speak but apparently affected her ability to read.

At her home on December 30, 1954, in the presence of a notary public and another impartial witness, Mrs. Luff executed, acknowledged and delivered a deed which conveyed her ninety three acre farm worth approximately $10,000 to her grandson, William Luff Townsend, subject to the reservation of a life estate in herself. On June 17, 1956, William Luff Townsend died leaving a will under the terms of which the farm was devised for life to his wife, the defendant Mary L. S. Townsend with power in her to sell as executrix, with remainder, [69]*69if any, over to his brother, Dr. Charles J. Townsend. On October 13, 1956, Dr. Townsend was appointed guardian for Mrs. Luff and thereafter brought this action to rescind, naming himself a defendant in his individual capacity.

The parties agree that the deed should be set aside if the grantor lacked the mental capacity to understand the nature of the act of conveyance. This is always the first question to be decided in cases such as this when, as here, fraud is not charged, Jones v. Thompson, 5 Del.Ch. 374; McKnatt v. McKnatt, 10 Del.Ch. 392, 93 A. 367, and Vincent v. Warrington, 13 Del.Ch. 139, 116 A. 129. However, the grantor of a deed is presumably competent and the burden of proving incompetency rests upon the one questioning a deed’s validity, Guest v. Beeson, 2 Houst. 246. Furthermore, the capacity to transfer property must necessarily be evaluated as of the time of the transaction under attack, Vol. 16, Am.Jur., Deeds § 85, p. 486, Vincent v. Warrington, supra, and Swain v. Moore, 31 Del.Ch. 288, 71 A.2d 264.

The testimony of the witnesses to the execution of the deed in question was to the effect that Mrs. Luff appeared to be mentally competent to make such deed, while only two of the witnesses to- her general condition after the stroke testified that the grantor probably lacked such capacity at any time after November 3, 1954.

Following her return home late in November 1954, Mrs. Luff continued to live alone with the help of visiting friends, and while it is apparent that the stroke had seriously affected her ability to speak and perhaps to read, the extent of its effect on her ability to understand and reason is problematical. There is testimony of record which establishes that soon after her stroke Mrs. Luff used the telephone and drew checks. Later, in 1955, she received rent money from her farm tenant. And in taking the stand some two and a half years after her stroke, Mrs. Luff disclosed an ability to comprehend, although she seemed distressed at the turn of events brought about by the death of her grandson, William, and sought to deny them. It is clear, however, that in the period following the stroke she could not sustain a conversation, was unnaturally slovenly, and uninterested in medication or in proper food.

[70]*70Mrs. Pauline Sudler testified that in her opinion the stroke seriously impaired Mrs. Luff’s ability to reason and understand, however, she conceded that Mrs. Luff thereafter recognized her and appeared partially to understand her. In such witness’ opinion the grantor did not possess the mental capacity to execute a deed at any time during the two month period following her stroke. While Mrs. Sudler probably saw more of Mrs. Luff than did any other person during such period, she was not present at the time the deed was executed.

Charles J. Townsend, guardian for the plantiff and a doctor of medicine, while conceding that he had only seen the grantor for “a couple of hours” on Thanksgiving Day, 1954 and that he did not see her again until April 1955, took the firm position that his grandmother was incompetent to execute a deed after November 3, 1954 and that there had been very little change in her mental condition since the stroke.

On the other hand, Dr. Mercer, Mrs. Luff’s attending physician after her stroke could not say whether or not Mrs. Luff knew exactly what she was doing “ * * * at any one given moment * * * ”, although he conceded that her judgment was necessarily impaired by the very nature of her illness.

In the light of the presumption of competency the general professional opinion of a necessarily1 interested party and that of a close friend, when weighed against testimony of the witnesses to the transaction and the opinion of Mrs. Luff’s own doctor, do not, in my opinion, prove incapacity at the critical moment.

The notary public, who took the grantor’s acknowledgment and witnessed the deed, testified that he was an old friend of Mrs. Luff’s, that he read the deed to her and that she appeared to know what she was doing. The other witness to the deed testified that on November 26, 1954, the date of the execution of a power of attorney hereinafter referred to her condition was “all right” and that as well as she could recollect it was the same on the day the deed was executed.

[71]*71I conclude that Mrs. Luff, although extremely old and seriously ill on the critical date, was competent to sign the deed under attack. Compare Tate v. Murphy, 202 Okl. 671, 217 P.2d 177, 18 A.L.R.2d 892, 902.

Plaintiff makes the further contention that a fiduciary relation existed between the grantor and grantee in that (1) the grantee was the grandson of Fannie B. Luff and had spent his youth with her, (2) that the grantee had the deed in controversy prepared and supervised its execution and delivery and (3) that in latter years the grantee had looked after his grandmother’s business, affairs and had in fact had her sign a power of attorney in his favor after her stroke. It is charged that under these circumstances a gift will be set aside as the deed was not supported by consideration or at most by the nominal consideration of one dollar.

There contentions center around the fact that a grandson was dealing with his grandmother in matters of property, however, a family relationship is not synonymous with a confidential relation, Takach v. Radice, 140 N.J.Eq. 308, 54 A.2d 188. Furthermore, the mere fact that the grantee had the deed prepared and secured the notary who took the deed acknowledgement does not mean that Mrs. Luff did not exercise her independent judgment in executing the document before witnesses.

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Bluebook (online)
137 A.2d 381, 37 Del. Ch. 67, 1957 Del. Ch. LEXIS 99, Counsel Stack Legal Research, https://law.counselstack.com/opinion/townsend-v-townsend-delch-1957.