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223 So. 3d 173
Miss. Ct. App.
2017
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Background

  • In 1999 the Youngs sold a parcel (mobile home + lot); the deed named the grantee as “Merle George Smith.” Gerald Young testified he intended to sell to the tenant (Merle Sr.).
  • Merle Jr. funded the purchase by taking a bank loan and giving the money to his father; he claims the deed was meant to be in his name and that he owned the property.
  • Merle Sr. occupied the property, paid taxes and utilities, and in March 2011 conveyed the property (reserving a life estate) to his live‑in companion, Carla Pettigrew; Merle Sr. died in 2012.
  • Carla continued to occupy the property, paid taxes (redeeming delinquent taxes), recorded title, and presented an unprobated will leaving the trailer and lot to her.
  • Merle Jr. sued in chancery court seeking cancellation of Carla’s deed and confirmation of title in himself; the chancellor ruled for Carla finding Merle Jr. failed to deraign title and that the 1999 conveyance was to Merle Sr.
  • On appeal the Court of Appeals affirmed: Merle Jr. lacked standing to seek confirmation (not in possession) and failed to prove perfect title in himself or that the Youngs conveyed to him.

Issues

Issue Plaintiff's Argument (Smith) Defendant's Argument (Pettigrew) Held
Whether plaintiff could bring an action to confirm title while not in possession Merle Jr.: §11‑17‑31 allows a real owner to cancel cloud or confirm title even if not in possession Carla: §11‑17‑29 governs confirmation actions and requires possession or that property be unoccupied Held: Plaintiff precluded from confirming title because he did not possess the property and it was occupied by Carla (statute distinction upheld)
Whether plaintiff deraigned title (prove perfect title in himself) Merle Jr.: He provided purchase funds and deed was in his name/address, so he owns title from the Youngs Carla: Title traces to Merle Sr.; she holds under a subsequent deed from him and Merle Jr. failed to prove chain of title Held: Merle Jr. failed to deraign title and did not show perfect title in himself; chancellor’s finding that Youngs conveyed to Merle Sr. stands
Effect of common source (Youngs) on deraigning requirement Merle Jr.: Both claim from the Youngs so complete deraignment unnecessary Carla: Titles arise from different deeds (Youngs→Sr. vs. Youngs→(alleged) Jr.→Sr.→Carla), so common‑source rule doesn’t eliminate plaintiff’s burden Held: Common source doctrine inapplicable because defendant justifies possession under a different deed; plaintiff must prove his title
Credibility / evidentiary weight of testimony about who paid and who was intended grantee Merle Jr.: Payment and mailing of deed to his address show transaction for his benefit Carla: Witness testimony (Young, attorney) and possession/tax payments by Sr. and Carla show conveyance to Sr. Held: Chancellor’s credibility determinations (Young intended sale to Sr.; Merle Jr. never possessed or paid taxes) supported by substantial evidence

Key Cases Cited

  • Wilburn v. Wilburn, 991 So. 2d 1185 (Miss. 2008) (appellate standard: chancery findings upheld if supported by substantial evidence)
  • Dixon v. Parker, 831 So. 2d 1202 (Miss. Ct. App. 2002) (confirming title action requires possession or property must be unoccupied)
  • Russell v. Town of Hickory, 76 So. 825 (1917) (complainant must deraign title in suits to confirm title or remove clouds)
  • Broome v. Jackson, 7 So. 2d 829 (Miss. 1942) (suit to remove clouds may be brought against person in possession)
  • Culbertson v. Dixie Oil Co., 467 So. 2d 952 (Miss. 1985) (complainant bears burden of showing perfect title)
  • Warren v. Clark, 94 So. 2d 323 (Miss. 1957) (common source rule and its limits in deraignment of title)
  • Hughes v. Wilkinson, 28 Miss. 600 (1855) (if defendant holds under a different deed, proof from common source may be destroyed)
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Case Details

Case Name: Merle George Smith, Jr. v. Carla Ann Pettigrew
Court Name: Court of Appeals of Mississippi
Date Published: Jul 18, 2017
Citations: 223 So. 3d 173; 2017 WL 3044530; 2017 Miss. App. LEXIS 396; NO. 2016-CA-00358-COA
Docket Number: NO. 2016-CA-00358-COA
Court Abbreviation: Miss. Ct. App.
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