Walsh v. Brown

703 S.W.2d 158, 1985 Tenn. App. LEXIS 3249
CourtCourt of Appeals of Tennessee
DecidedNovember 5, 1985
StatusPublished
Cited by2 cases

This text of 703 S.W.2d 158 (Walsh v. Brown) is published on Counsel Stack Legal Research, covering Court of Appeals of Tennessee primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Walsh v. Brown, 703 S.W.2d 158, 1985 Tenn. App. LEXIS 3249 (Tenn. Ct. App. 1985).

Opinion

TOMLIN, Judge.

Defendant appeals from an adverse judgment rendered in the Chancery Court of Shelby County in an action brought by the conservator of the estate and person of Nellie Bell Brown, defendant’s mother, seeking to recover for her estate certain inter vivos transfers of personal and real property allegedly made to defendant, her son, without consideration.

Following a bench trial, the chancellor found that a confidential relationship had existed between defendant and his mother and father, and that this relationship had been abused by defendant. He ordered certain items of property returned to the estate. Defendant consented to return some shares of corporate stock, an automobile, antiques, household furnishings and other personal items belonging to his parents. The chancellor also ordered defendant to repay his mother’s conservator the sum of $3,090.57 which he had wrongfully withdrawn from his parents’ bank accounts, and, in addition, ordered him to quit-claim back to his parents the interest he had formerly obtained by quit-claim from them in their home located at 5331 Stage Road, Shelby County, Tennessee. Two issues are presented by this appeal: (1) whether or not the evidence preponderates against the findings of the chancellor of the existence of a confidential relationship between defendant and the ward, and an abuse of that relationship by defendant; and (2) whether the chancellor erred in ordering the real estate herein involved reconveyed to the grantors when one of the grantors, defendant’s father, was not a party to the litigation. For the reasons set forth below, we resolve these issues in favor of the conservator.

The original plaintiff, Barbara Jean Goodwin, a daughter of the ward, petitioned to be and was appointed conservator of the person and estate of Nellie Brown by the Probate Court of Shelby County in June, 1981. Prompted by a letter written to her by her mother and ward asking the conservator “to help get my home back,” the conservator, by sworn petition, obtained authority from the probate court to bring this action. Subsequently, the present conservator was substituted by consent for the original one because of Mrs. Goodwin’s ill health. Defendant Harry Brown is a half-brother of Mrs. Goodwin, being a son of the ward by her second husband.

; This case was tried by the chancellor without the intervention of a jury. Accordingly, we review his findings on appeal de novo upon the record below, with a presumption of correctness of these findings, and, absent an error of law, we must af-ifirm unless the evidence in the record preponderates against them. Tenn.R.App.P. 13(d).

A review of the record reveals that defendant, approximately 30 years old, was [160]*160employed by the Sheriff’s Department of Shelby County as a deputy. Without being clothed with any legal authority, for almost 13 years he managed the financial affairs of his parents. For a large portion of that time he lived in their home on Stage Road. This was the home where he was raised as a young lad, and when we recite that he “lived in their home,” we are also referring to a substantial part of his adult , life.

Defendant’s father, not a party to this litigation, had been in poor health for almost 25 years and had been cared for both physically and financially by defendant’s mother, shown to have been an astute business woman in her day. The Browns Senior had two bank accounts, one checking and one savings, both of which show named defendant as a signator.

In 1980 and early 1981, Mrs. Brown’s health began to fail. Both Mr. and Mrs. Brown required more care of an intensive nature. In late 1980 and early 1981, Mrs. Goodwin and defendant discussed on several occasions the necessity of placing the Browns in a nursing home. Mrs. Goodwin was of the opinion that the Browns’ residence on Stage Road should be sold, with the funds escrowed for their future care. Defendant obviously was not of the same mind-set.

On or about the first of February, a Sunday, Mrs. Goodwin and defendant specifically discussed the disposition of the Browns’ home for this purpose. On the following day, defendant obtained a quitclaim deed prepared by an attorney and caused it to be executed by the Browns, quit-claiming to him all of their right, title and interest in their residence. The following day, Tuesday, Mrs. Goodwin and defendant proceeded to look at nursing homes. At that time Mrs. Goodwin had no knowledge of the existence of the quitclaim deed. Later on that week defendant placed the Browns in a nursing home. At the time they were taken from their home by defendant, Georgia Austin, the ex-wife of Mrs. Brown’s son by her first marriage (a full brother to Mrs. Goodwin), was present. She testified that Mrs. Brown was crying profusely and that she strenuously objected to leaving her home. Although denied by defendant, Mrs. Austin, the former daughter-in-law, testified that defendant literally dragged Mrs. Brown out of the house and into the car. No proof was adduced concerning the attitude or demeanor of Mr. Brown. At the time that the Browns were placed in the nursing home, it was Mrs. Goodwin’s understanding that it was done on a trial basis, and that they could return to their home any time they wished.

Sometime thereafter, Mrs. Goodwin learned of the quit-claim deed to her half-brother. Knowledge of this fact, coupled with other pertinent information, prompted her to begin proceedings which led to her appointment as conservator. A review of the Browns’ bank records by the conservator and her attorney revealed that defendant had on many occasions paid personal debts out of his parents’ accounts. All, or substantially all, of the funds in these accounts came from the Browns’ social security checks, Mr. Brown’s pension, and payments to Mrs. Brown on a promissory note given in connection with the sale of her interest in a business. The records showed that defendant withdrew $5,000 from the parties’ savings account, depositing $2,000 of that amount in a credit union account in his name alone. The balance of $3,000 was spent by defendant for his personal use. The record also reveals that $4,300 was withdrawn from these two bank accounts and deposited by defendant in a credit union account in his name. Defendant later used these funds to purchase a motorcycle. There was no proof presented that either Mr. or Mrs. Brown knew of or authorized these withdrawals. Prior to the hearing below, defendant repaid the $4,300 to the conservator.

As for the quit-claim deed, there was a conflict in the testimony as to its history. Defendant testified that he felt certain that his parents had talked to the lawyer who drew the deed prior to its execution. However, the ward’s guardian-ad-litem testified that he interviewed the attorney who draft[161]*161ed the form deed, and that he was advised by that attorney that he was requested to prepare the deed by defendant, and that he had no conversations, either in person or by telephone, with Mr. and Mrs. Brown. By the same token, it was established that the notary public, an employee of the sheriffs department, took the acknowledgments of Mr. and Mrs. Brown, but, contrary to the form of the acknowledgment, did not see them execute the deed. Upon being confronted about the improper performance of this function, in an effort to protect herself, she obtained an affidavit signed by Mr. and Mrs. Brown, stating that they intended to and did voluntarily sign the “warranty deed” conveying the property to their son.

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Bluebook (online)
703 S.W.2d 158, 1985 Tenn. App. LEXIS 3249, Counsel Stack Legal Research, https://law.counselstack.com/opinion/walsh-v-brown-tennctapp-1985.