234 So.3d 1210
Miss.2017Background
- Bill (Charles W. White) and his son Tommy (Charles T. White) were partners owning convenience stores and multiple real-property tracts acquired in 1981, 1992, and 1994, treated and maintained as partnership property.
- In 2005 Tommy bought Bill’s partnership interest but they did not execute deeds transferring real property; Tommy later produced a 2005 typed partnership instrument stating the partnership was dissolved effective Dec. 31, 2004 and transferring “all its property/assets” to Tommy, signed and witnessed by Bill.
- Bill gave Tommy a durable power of attorney; in 2009, amid family disputes over Bill’s care, Tommy used it to execute quitclaim deeds transferring property to himself.
- Anita (Bill’s widow and executrix) sued to set aside the 2009 quitclaims and to have property revert to Bill’s estate under the residuary clause of Bill’s will.
- The chancery court (on remand from this Court) found the 2005 instrument valid and sufficient to transfer partnership property to Tommy, concluding the property was adeemed before Bill’s death; it declined to resolve fiduciary-duty issues relating to the 2009 deeds.
- This appeal challenges (1) the chancery court’s consideration of the 2005 instrument and (2) whether that instrument sufficiently transferred Bill’s partnership interest in the real property.
Issues
| Issue | Plaintiff's Argument (Anita) | Defendant's Argument (Tommy) | Held |
|---|---|---|---|
| Whether the chancery court erred in considering and relying on the 2005 instrument | The 2005 instrument is inadmissible parol evidence because Bill’s will is unambiguous; extrinsic evidence of testamentary intent is barred | The 2005 instrument was not offered to show testamentary intent but to show the property was transferred (adeemed) before death, so parol-evidence rule does not bar its admission | Court held the 2005 instrument was properly considered because it was used to prove ademption, not to interpret the will, so admission did not violate the parol evidence rule |
| Whether the 2005 instrument sufficed to transfer Bill’s partnership interest in real property | The instrument’s property description is insufficient; it fails to identify the specific parcels so cannot effectuate transfer | The instrument, signed and delivered, transferred “all [partnership] property”; partnership records and deeds show the listed properties were partnership assets, curing any descriptiveness issues | Court held the 2005 instrument was a signed, delivered writing manifesting intent to transfer all partnership property; parol evidence and documentary record established identity of the premises, so the transfer was effective and property was adeemed before death |
Key Cases Cited
- Kilpatrick v. Whitehall on MS River, 207 So. 3d 1241 (Miss. 2016) (standard of appellate review for chancery court findings)
- Estate of White v. White, 152 So. 3d 314 (Miss. 2014) (prior opinion reversing dismissal and remanding for further proceedings)
- Estate of Blount v. Papps, 611 So. 2d 862 (Miss. 1992) (parol evidence rule limits inquiry to four corners of an unambiguous will)
- Ricks v. Merchants Bank & Trust Co. of Vicksburg, 2 So. 2d 344 (Miss. 1941) (writing other than deed or will can convey land)
- Allen v. Boykin, 24 So. 2d 748 (Miss. 1946) (instruments will be construed to effectuate parties’ manifest intent despite inartful drafting)
- Herod v. Robinson, 115 So. 40 (Miss. 1927) (defects in land description may be cured by parol evidence identifying premises)
- Moffett v. Int’l Paper Co., 139 So. 2d 655 (Miss. 1962) (conveyance of all grantor’s property in a state can suffice to pass title without particular descriptions)
