JAMES T. BARNES. JR., and
LORIS D. HILL,
Plaintiffs,
v
.
Greene County
No. 00 CVD 203
WYVONIA B. DANCY,
Defendant.
Wooten, Brock & Strickland, P.L.L.C., by Dal F. Wooten, for
plaintiffs-appellants.
Haithcock, Barfield, Hulse & Kinsey, P.L.L.C., by Glenn A.
Barfield, for defendant-appellee.
JACKSON, Judge.
James T. Barnes, Jr. and Loris D. Hill (plaintiffs) appeal
from an order granting summary judgment in favor of Wyvonia B.
Dancy (defendant). For the reasons stated below, we affirm the
trial court's ruling.
From 1991 until 1997, Mary Louise Barnes (Ms. Barnes) spent
about six months per year with her son and daughter, plaintiffs,
and the other six months with her daughter, defendant. On or about
22 April 1997, Ms. Barnes executed a will conveying her property to
all three of her children. She executed a Gift Deed on or about 20May 1997 that conveyed her residence to defendant _ a residence the
two had shared for thirty-seven years.
Following a stroke in 1991 and broken hip in 1995, Ms. Barnes
suffered from poor health, requiring twenty-four hour nursing care,
much of which was provided by defendant. After Ms. Barnes' death
on 9 January 2000, plaintiffs filed suit challenging the Gift Deed,
alleging that Ms. Barnes lacked the necessary capacity to execute
a valid deed of gift and that defendant exercised undue control and
manipulated Ms. Barnes into executing the deed.
Defendant filed a motion for summary judgment, accompanied by
seven affidavits attesting to Ms. Barnes' mental competence. The
affiants included Ms. Barnes' treating physician, attorney, and
several long-time friends who regularly visited with Ms. Barnes.
Plaintiffs opposed the motion, and filed three affidavits attesting
to Ms. Barnes' lack of mental capacity. These were the affidavits
of plaintiff Barnes, his wife, and plaintiff Hill.
In its order filed 13 October 2006, the trial court granted
summary judgment in defendant's favor, finding no genuine issue as
to any material fact. Plaintiffs appeal.
In their sole assignment of error, plaintiffs challenge the
trial court's granting of defendant's motion for summary judgment,
arguing there was a genuine issue of material fact to be determined
by a jury as to whether Ms. Barnes had sufficient mental capacity
to execute a gift deed in May 1997. We disagree.
This Court reviews an order allowing summary judgment de novo.
Howerton v. Arai Helmet, Ltd., 358 N.C. 440, 470, 597 S.E.2d 674,693 (2004) (citing Summey v. Barker, 357 N.C. 492, 496, 586 S.E.2d
247, 249 (2003)). Summary judgment is appropriate if the
pleadings, depositions, answers to interrogatories, and admissions
on file, together with the affidavits, if any, show that there is
no genuine issue as to any material fact and that any party is
entitled to a judgment as a matter of law. N.C. Gen. Stat. §
1A-1, Rule 56(c) (2005). In deciding a motion for summary
judgment, a trial court must consider the evidence in the light
most favorable to the non-moving party. Summey, 357 N.C. at 498,
586 S.E.2d at 249 (citing Dobson v. Harris, 352 N.C. 77, 83, 530
S.E.2d 829, 835 (2000)). A motion for summary judgment should be
denied if there is any evidence of a genuine issue of material
fact. Howerton, 358 N.C. at 471, 597 S.E.2d at 694.
When the moving party presents a defense supported by facts
that would entitle her to judgment as a matter of law, the burden
shifts to the party opposing the motion to come forward with a
forecast of the evidence that would tend to support his claim for
relief. Cone v. Cone, 50 N.C. App. 343, 347, 274 S.E.2d 341, 343-
44 (1981) (citing Best v. Perry, 41 N.C. App. 107, 110, 254 S.E.2d
281, 284 (1979)). Should the opposing party fail to respond with
a forecast of evidence showing that the movant is not entitled to
judgment as a matter of law, summary judgment should be entered in
favor of the moving party. Best, 41 N.C. App. at 110, 254 S.E.2d
at 284. Mental capacity to make a deed is not itself a question of
fact.
Rather, it is a conclusion which the law draws
from certain facts as a premise, such as
whether the grantor understood what he was
doing _ the nature and consequences of his act
in making the deed; that is, whether he knew
what land he was disposing of, to whom, and
how.
McDevitt v. Chandler, 241 N.C. 677, 680, 86 S.E.2d 438, 440 (1955)
(citations omitted).
In the instant case, defendant's affidavits show that, at the
time the deed was executed, Ms. Barnes (1) was mentally competent
to carry out decisions; (2) had declined physically, but not
mentally; and (3) did not exhibit confusion or disorientation.
These facts tend to show that Ms. Barnes was mentally competent in
May 1997. Taken as true, this would defeat plaintiffs' claim that
the deed was invalid. Having forecast evidence that would entitle
defendant to judgment as a matter of law, it was incumbent upon
plaintiffs to forecast specific evidence tending to support their
claim that Ms. Barnes lacked the mental capacity required to
execute a valid deed in May 1997.
As to Ms. Barnes' mental capacity, plaintiffs' affidavits show
that (1) she was intermittently disoriented as to time and place;
(2) her short-term memory was not intact; (3) she could not
remember her son's telephone number; and (4) she could not remember
a visit in 1999 one week later. The issue joined by the evidence
in the case was whether deceased lacked mental capacity to execute
a deed on or about [the date it was executed]. Evidence ofdeceased's mental state at other, remote times is not relevant.
Hardee v. Hardee, 309 N.C. 753, 762, 309 S.E.2d 243, 248 (1983).
None of plaintiffs' facts tend to show that Ms. Barnes did not
understand what she was doing _ that she was giving her home to her
daughter, to the exclusion of her other children, by way of a deed,
thus evidencing a lack of mental capacity to execute the gift deed
in May 1997.
Because plaintiffs failed to specifically rebut defendant's
evidence by establishing that at the time the deed was executed Ms.
Barnes lacked the necessary mental capacity, summary judgment in
defendant's favor was proper.
Affirmed.
Judges WYNN and HUNTER concur.
Report per Rule 30(e).
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