Walton v. Walton

44 So. 3d 1035, 2010 Miss. App. LEXIS 208, 2010 WL 1664086
CourtCourt of Appeals of Mississippi
DecidedApril 27, 2010
Docket2009-CA-00136-COA
StatusPublished
Cited by3 cases

This text of 44 So. 3d 1035 (Walton v. Walton) is published on Counsel Stack Legal Research, covering Court of Appeals of Mississippi primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Walton v. Walton, 44 So. 3d 1035, 2010 Miss. App. LEXIS 208, 2010 WL 1664086 (Mich. Ct. App. 2010).

Opinion

ROBERTS, J.,

for the Court:

¶ 1. This litigation centers on a dispute over a warranty deed. John Walton had obtained power of attorney for his mother, Jacqueline L. Hudson. Jacqueline had reserved a life-estate interest in the property that was later the subject of the warranty deed at issue. Aside from the life-estate, John and his brother, Kenneth Walton, had been deeded the legal rights to the property. In 1997, John utilized his power of attorney for Jacqueline to execute the warranty deed at issue, thereby conveying Jacqueline’s life-estate interest to himself.

¶ 2. In September 2008, John’s nephew, Justin Walton, filed a complaint to set aside the warranty deed. Justin named John and his other uncle, Kenneth, as defendants. John filed a motion to dismiss *1037 Justin’s complaint. According to John, Justin’s complaint was barred by the applicable statute of limitations. John also argued that, because Jacqueline only transferred her life-estate interest in the 1997 warranty deed, setting aside the warranty deed would not pass any real interest to Jacqueline’s estate. Finally, John requested attorney’s fees and sanctions pursuant to Rule 11 of the Mississippi Rules of Civil Procedure.

¶ 3. The chancellor ultimately granted John’s motion to dismiss and his motion for Rule 11 sanctions. The chancellor awarded John and Kenneth a judgment of $1,000 against Justin. Aggrieved, Justin appeals. After careful consideration, we affirm the chancellor’s decision to grant John’s motion to dismiss. We also affirm the chancellor’s finding that Rule 11 sanctions are appropriate, but we reverse the chancellor’s finding regarding the amount of sanctions awarded and remand that question to the chancery court for further proceedings consistent with this opinion.

FACTS AND PROCEDURAL HISTORY

¶4. This dispute is among the descendants of Edward and Jacqueline Walton. Edward and Jacqueline had three sons: George, John, and Kenneth Walton. George died in 1984. He had one son, Justin. Justin was five or six years old when George died.

¶ 5. On December 12, 1989, Edward and Jacqueline executed a warranty deed. Within that deed, they transferred their ownership in six parcels of land to John and Kenneth as tenants in common. However, Edward and Jacqueline reserved a life-estate in all six parcels.

¶ 6. Edward died in 1990. The events surrounding the administration of Edward’s estate are at issue in a separate set of proceedings that Justin has initiated. Within his brief, Justin claims that John and Kenneth misrepresented Edward’s assets during the administration of Edward’s estate. Justin also claims that John and Kenneth intentionally failed to mention him as one of Edward’s heirs-at-law when they filed a petition for appointment of administrators. Justin also claims that neither he nor his mother as his guardian were served with John and Kenneth’s petition for appointment of administrators. According to Justin, John and Kenneth intentionally sought to exclude him from inheriting his father’s share of Edward’s estate. However, John and Kenneth point out that, by virtue of notice through Justin’s mother, Mary Lou Boles, Justin challenged the final accounting of Edward’s estate. John and Kenneth also state that Justin’s attorney later withdrew because he was unable to contact Mary. Finally, John and Kenneth state that, despite having notice of the proceedings, neither Justin nor Mary appeared at the conclusory hearing on Edward’s estate. The allegations surrounding the administration of Edward’s estate have no bearing on the outcome of this opinion. We merely mention these proceedings and the fact that Justin has challenged these proceedings for the sake of continuity and clarity.

¶ 7. On June 16, 1995, John had Jacqueline execute a power of attorney. On August 7, 1997, John used his authority pursuant to the power of attorney to execute a warranty deed, conveying Jacqueline’s life-estate interest in one of the six parcels of land described in the 1989 deed to himself. Additionally, Kenneth also transferred his interest in that parcel to John.

¶8. Jacqueline died on May 18, 2006. On September 26, 2008, Justin filed a petition in the Hinds County Chancery Court in which he sought to set aside the 1997 warranty deed. Justin named John and Kenneth as defendants. On November 6, 2008, John filed a motion to dismiss Jus *1038 tin’s petition. John also requested Rule 11 sanctions against Justin.

¶ 9. The chancellor’s judgment, filed on December 18, 2008, contains a statement that the chancellor conducted a hearing on John’s motion to dismiss on the same date that the judgment was filed. In his brief, Justin states that he was not present at that hearing. In any event, the chancellor granted John’s motion to dismiss. The chancellor also granted John’s request for sanctions against Justin. However, the chancellor awarded John and Kenneth a judgment of $1,000 against Justin. Aggrieved, Justin appeals. He claims the chancellor erred when he granted John’s motion to dismiss. Justin also claims that the chancellor erred when he awarded John and Kenneth sanctions.

ANALYSIS

I. THE MOTION TO DISMISS

¶ 10. Justin raises multiple arguments regarding what he considers to be improprieties surrounding the chancellor’s decision to grant John’s motion to dismiss. We are mindful that we are to utilize a de novo standard of review when considering whether a trial court erred when it granted a motion to dismiss. Harris v. Miss. Valley State Univ., 873 So.2d 970, 988 (¶ 54) (Miss.2004). Furthermore, “the allegations in the complaint must be taken as true, and the motion should not be granted unless it appears beyond a reasonable doubt that the plaintiff will be unable to prove any set of facts in support of his claim.” Id. (citing T.M. v. Noblitt, 650 So.2d 1340, 1342 (Miss.1995)).

¶ 11. Justin claims that the chancellor’s decision to grant John’s motion to dismiss was improper because: (1) the minor savings provision of Mississippi Code Annotated section 15-1-7 (Rev. 2003) tolled the statute of limitations; (2) John and Kenneth’s fraudulent concealment tolled the statute of limitations; and (3) the chancellor failed to view the evidence in the light most favorable to the non-moving party. However, whether the statute of limitations was tolled is irrelevant if Justin’s complaint failed to state a claim upon which relief could be granted.

¶ 12. Justin sought to set aside the 1997 warranty deed. The 1997 warranty deed stemmed from the 1989 warranty deed, in which Edward and Jacqueline conveyed six parcels of land to their two living sons, John and Kenneth. Edward and Jacqueline reserved a life-estate in those six parcels of land.

¶ 13. Having acquired power of attorney for Jacqueline, John executed the 1997 warranty deed on Jacqueline’s behalf. The 1997 warranty deed addressed one of the six parcels of land that were transferred in the 1989 warranty deed. Accordingly, through John and his authority pursuant to the power of attorney, Jacqueline transferred her life-estate in that parcel of land to John. In effect, John utilized the power of attorney to transfer a property interest to himself.

¶ 14.

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Cite This Page — Counsel Stack

Bluebook (online)
44 So. 3d 1035, 2010 Miss. App. LEXIS 208, 2010 WL 1664086, Counsel Stack Legal Research, https://law.counselstack.com/opinion/walton-v-walton-missctapp-2010.