The Electronic Client
April 2, 2014 § 6 Comments
Even though my practice has been closed more than seven years, I continue to get emails from “prospective clients” about possible representation, I guess because my email address is registered with the MSB. (Memo to self … do something about this).
I say “prospective clients” because they claim to be seeking representation, but I believe they are as bogus as [supply your own simile]. All of their emails bear a resemblance to those of the Nigerian scammers who rained get-rich-quick schemes down on American lawyers and bankers for years like some kind of perseid meteor shower of fraud.
In only the past few weeks, I have received a dozen or so emails asking my help in various legal matters.
- One lady wants me to collect a judgment from her ex-husband who is around $800,000 in arrears in child support, alimony and medical expenses. Ouch. No idea where he lives. I’ve gotten several from her.
- Another, “Mrs. H,” simply wants “legal advice.”
- Yet another, with a Latina surname, who says she is “on assignment in Hong Kong,” wants me to collect more than $800,000 (hmmm … that’s a familiar amount) from her ex “who lives in North America.” Yes, that narrows things down nicely.
- A man (supposedly a man, that is) emailed me to say that he had called my law office and was informed that I was out for several days, so he was contacting me by email. That’s interesting, because I thought I had closed my law office in November, 2006, before taking the bench. I’ll have to check into that.
Those are only from last week. Earlier in the year I had a couple of emails from an alleged architect who wanted my help collecting a big fee, a few with the usual inheritance-hung-up-in-the-UK scam, and so on. I have been tempted to respond to one of these simply to discover how these get-rich-quick schemes operate, but my better judgment persuaded me that I might get haplessly get sucked into something too big to extract myself from, so I passed.
When I practiced, clients dropped by the office and we talked until we reached a mutual decision about engagement. Habitual clients sometimes re-engaged via phone. But picking up clients by email was not done. I wonder whether that’s changed.
I can see someone making an email first contact, along the lines of “My cousin Joe Smith whom you represented in a child custody case referred me to you. Do you handle collection of child support in Jones County? If so, I would like to make an appointment.”
But until I met that emailer, and looked over her paperwork, and we could discuss a fee arrangement eye to eye, I think I would not be interested in getting involved. I would want to size up her demeanor, ask questions about the case, and get the details about how she got where she is. There may be other claims she can and should assert. I don’t know how to flesh all that out in email.
A lawyer complained to me last week that, since he enrolled in electronic filing, he has started getting emails from clients. I gathered from the tone that he did not regard it as a welcome development. He is an older lawyer, and most likely does not use email much, and probably not at all up to now in the practice of law. Email has probably passed him by.
Not so with the younger lawyers. I have heard them talk of having to respond to this or that email from clients. One recently told me of an ongoing email argument with a client over how to handle a certain matter. She said she spent most of an entire weekend engaged in a back-and-forth with the client. That’s a novelty to me. I never spent much time arguing with clients in any form or fashion. If the client thought he could do a better job than I, well then, have at it. I have other things I could be doing that are probably less stressful.
Judiciously used, email could be a great tool for communications with clients in family law matters. Notice of settings and appointments, reminders of deadlines and need for documents, questions needed to answer discovery, all are legitimate uses. But the familiar family law routine of unending what-if questions, the constant need for reassurance, the minor gripes and complaints about the other party and his scurrilous relatives, the drama, all should be reserved for the in-person meeting. You can control office times and appointments, but email is 24/7. If you don’t limit your contact, you could face a never-ending barrage of emails that demand constant attention until you burn yourself out trying to keep up. And the more you respond and reciprocate, the more you are elevating your client’s expectations about this form of communication and your willingness to participate in it.
That’s my take, admittedly out of the practice loop these past seven or so years. Do you see it differently?
MRCP Abolished
April 1, 2014 § 8 Comments
The MSSC issued an order today abolishing the MRCP and returning procedure in all Mississippi courts to pre-rules practice, effective immediately.
A copy of the Order is at this link.
If the link does not work, scroll down this page …
April fool!
Some Ancient Publication Guidance that is Still Good Law
March 31, 2014 § 1 Comment
Process by publication bedevils attorneys perhaps more frequently and thoroughly than any other aspect of the law. It’s a subject we’ve touched on in numerous previous posts.
Before the advent of the MRCP, lawyers consulted the venerable Griffith on Mississippi Chancery Practice (1925), and Bunkley and Morse’s Amis, Divorce and Separation in Mississippi (1957), for guidance.
So what do those ancient treatises have to tell us about modern-day publication process? Here’s what the MSSC had to say about it in Caldwell v. Caldwell, 533 So.2d 413, 415-417 (Miss. 1988):
[MRCP 4(c)(4)(A)] is substantially the same as the formerly followed statute Miss.Code Ann. § 13-3-19 (Supp.1972). Therefore, the former judicial decisions and treatises interpreting what constitutes diligent search and inquiry to ascertain addresses of non-residents of Mississippi may be relied upon to analyze the instant case.
Among this jurisdiction’s oldest equity treatises is Griffith, Mississippi Chancery Practice, Bobbs-Merrill Company, Inc. (1925) analyzing Mississippi’s requirements for summons by publication. Its applicability to this point of law is still apropos and is as follows:
§ 236 Requirements of publication statutes must be strictly observed.-It is the uniform and unbroken course of decision in this state that where notice by publication is resorted to, as a basis for the jurisdiction of the court, in lieu of personal summons all the requirements of the statute as to such notice must be strictly complied with, and it being a jurisdictional matter it cannot be cured by a recital in the decree as against a direct proceeding attaching it; … and it is not enough merely to give the residence of defendant, it must give his postoffice address, if known, and if not known it must be stated that it is not *416 known after diligent inquiry. An affidavit to support process by publication must strictly comply with the statute and if it omit averment of diligent inquiry it is insufficient. The affidavit for publication when made by an agent must cover the knowledge of the principal as well as of the affiant, as for instance, if an attorney makes the oath for his client the oath should show whether the knowledge or information is that of the attorney or the client, and an oath to a bill upon which a publication to non-residents was predicated which recited that “the matters and things stated in the bill on his own knowledge are true and those stated on information he believes to be true” will not support the publication.
Mississippi Chancery Practice at 225-227. See also, Amis, Divorce and Separation in Mississippi, § 244 (1935); Bunkley and Morse’s Amis, Divorce and Separation in Mississippi, § 15.01(3) (1957). Bunkley’s work states also:
It seldom happens that the published notice is defective, but the usual trouble is that the averments of the affidavit, or sworn bill [i.e., pleadding], are insufficient to authorize any publication to be made at all. This arises out of a misconception of the purpose of the statute, or else a misunderstanding of its provisions. Publication for a non-resident, or absent defendant, is not a mere formal or perfunctory matter; but the purpose is to give the defendant actual as well as constructive notice of the suit and an opportunity to make defense thereto, if it be reasonably possible to do so. Due process of the law requires notice and an opportunity to be heard, and this applies to residents and non-residents alike when sued in the courts of this state. …
If he cannot be found in this state, and any fact in regard to his whereabouts and/or post office and street address be unknown to the complainant, then he or she must make an honest and diligent effort, or inquiry, to ascertain the same, so that when publication is made the clerk may send him a copy of the notice. Good faith to the court, as well as the statute, requires this to be done before any affidavit for publication is made. And if, at any stage of the proceedings, it should appear that such duty was not performed, and that the affidavit was not made in good faith after diligent inquiry under the facts of the particular case, the process should be quashed by the court, of its own motion, as a fraud on its jurisdiction; for courts sit to protect the rights of defendants as well as to enforce those of complainants.
Divorce and Separation in Mississippi at 283.
Judicial interpretations have given rise to these treatises by such cases as Ponder v. Martin, 119 Miss. 156, 80 So. 388 (1919); Diggs v. Ingersoll, 28 So. 825 (1900). In Mercantile Acceptance Corp. v. Hedgepeth, 147 Miss. 717, 112 So. 872 (1927), this Court stated regarding the requisite oath, as follows:
We are of opinion that the changes made in the statute with reference to the oath required to bring in by publication a nonresident defendant, are material changes; that they are vital and that they were intended to answer a wholesome purpose and will have the effect of doing so. If the complainant makes the oath that the post office address of the defendant is unknown to him, he ought to be required, as the statute does require, to go further and make oath that he has made diligent inquiry to ascertain his post office address; and if the oath is made by the complainant’s attorney that the post office address of the defendant is unknown, he ought to be required, as the statute does require, to state that he had made diligent inquiry to ascertain his post office address, that he believes it is unknown to the complainant, and that the latter has made diligent inquiry to ascertain the same.
Mercantile Acceptance Corp., 112 So. at 874.
Remember that the affidavit must be filed before any publication is undertaken, and it must include the required information. Publication before filing of the affidavit is a nullity. Process by publication that does not meet every technical requirement of the rule is a nullity that deprives the trial court of jurisdiction, unless the defendant enters a voluntary appearance.
Connected to the Court
March 28, 2014 § 4 Comments
Lauderdale County Chancery Court implemented electronic filing this year, and it became mandatory March 1. I have informally polled lawyers about their experience with and views of the system. Here is the feedback from my random, unscientific survey:
“I hate it.”
“I’m having trouble signing on, but once I get that straightened out, it should be no problem because I use PACER and file electronically in Alabama.”
“I am still trying to learn it, but so far I don’t care for it.”
“My secretary does it; I haven’t heard anything negative from her.”
“It’s okay.”
“I think it will be fine once I learn how to do it.”
“The categories for pleadings don’t fit.”
“No big deal. It’s the same as federal court.”
“Maybe when I get used to it, it will be good.”
“It’s an improvement.”
“It makes it easier for me to stay on top of my cases.”
“I had to update my computers and internet connection, so that was probably good. I’m getting the hang of it.”
Stay tuned for further developments over here in the far east.
Inter Vivos Gifts Between Spouses — the Next Step
March 27, 2014 § 4 Comments
It’s been a little more than two years since we last visited the saga of the litigation between the estate of Patricia Langston and her surviving spouse, Mansfield Langston. You can detour and refresh your recollection at this link. The facts that led to the litigation between Patricia’s estate and her surviving husband and joint owner, Mansfield, are in that earlier post.
In that last report, the COA had reversed and rendered, concluding that there was no undue influence by Mansfield that would justify setting aside a deed and CD that Patricia had placed into their joint ownership during her lifetime.
Following that COA ruling, however, the MSSC ordered that the case be remanded to give the estate an opportunity to prove undue influence. In its opinion, finding the issue to be one of first impression, the MSSC formulated a new rule in Mississippi law, that “[a] confidential relationship between spouses does not create a presumption that one spouse used undue influence over the other to obtain an inter vivos gift.”
The high court’s ruling as to spouses is in contrast with the general rule of inter vivos gifts, which is that, if you can establish a confidential relationship, a presumption arises that there was undue influence, which must be overcome by evidence of good faith.
On remand in this case the chancellor found no undue influence after applying the new rule. The estate appealed.
In Estate of Langston: Williams v. Langston, handed down March 18, 2014, the COA affirmed the chancellor.
The case is fact-intensive, and the chancellor resolved conflicting testimony in her findings. You can read the decision for yourself to see how any case you have might compare with the facts in this one. Suffice it to say that when you are striving to set aside spousal inter vivos gifts you have no presumption to aid you in scaling what is a rather steep jurisprudential cliff.
That would seem to me to be the end of the road for the Langston litigation. The MSSC had already clarified the law, and all that remained was for the chancellor to make her findings of fact and conclusions of law, which she did in due course. Now that the COA has blessed her ruling, I don’t see the MSSC taking it up again.
I think it’s a sound rule that a presumption does not arise out of the confidential relationship between spouses, because, after all, it’s the rare marriage that does not involve some degree of confidential relationship. Married couples make all sorts of decisions about joint ownership and exchanges of title based on what they judge to be in their mutual best interest. If all of those could be deemed presumptively questionable, we would see much more litigation, not much of which would benefit many folks.
The Limits of Limited Scope Representation
March 26, 2014 § Leave a comment
The traditional default setting for representation of a client in a legal proceeding is that, once you enter an appearance, you are in the case until the judge lets you out.
There was a change in the Mississippi Rules of Profesional Conduct (MRPC) 1.2(c), which now provides that: “A lawyer may limit the objectives or scope of representation if the limitation is reasonable under the circumstances and the client gives informed consent.” The comment to the rule provides some helpful insight [Note that the comment in the West version of the rules is more detailed and to the point than the one posted online at the MSSC web site. I don’t know what causes the discrepancy].
With MRPC 1.2 in mind, then, how do you go about accomplishing limited scope representation in chancery court? There are no guidelines that I know of, and there is no Mississippi case law on point to my knowldge, so I am offering my opinion as to how you should handle limited-scope representation so that your obligation to the court and the client is, indeed limited:
- First, and most importantly, have your client sign a contract or representation agreement that specifically spells out exactly what you are agreeing to do, where your representation begins and ends, and includes the acknowledgment by the client that he or she had been fully informed about it and agrees that it is reasonable under the circumstances. The written agreement is critical, because you don’t want it to have to come down to a credibility contest between you and your client; you might just get caught in that default setting mentioned above.
- If the scope of representation involves filing pleadings, include in your filing some language informing the court of the limited scope, and include in the request for relief a prayer to be released from further representation after an order or judgment is entered. And, just to be certain, have your client sign off on the pleading. Then make sure your order or judgment specifies that you are released, and a better practice is to have your client sign off on it.
- If the scope of representation involves personally appearing before the court for a limited purpose (e.g., solely to obtain a continuance for the client), before you appear in court file an entry of appearance with the clerk spelling out your limited representation. Then make sure the resulting order lets you out. Just because you have an agreement with your client that does not mean you do no have continuing responsibility to the court.
- Remember, if the court does not let you out of the case by a specific order doing so, you are in it until the court does let you out.
- Limited scope representation does not work in probate matters. Once you enter an appearance in most districts you are in it until the judge approves a replacement.
Unless and until you inject into the record that your scope of representation is limited, the court should assume that it is not.
The enforceability of a limited scope representation agreement is contingent upon the resonableness in the circumstances of limiting representation and the client’s informed consent. I think this means that a chancellor may, at any time that you try to invoke such an agreement, inquire into both prongs. My intuition is that most chancellors will enforce the limitation of representation where the client does not object. But where the client objects, and where there is no written agreement, you are in a case-by-case situation.
I have said before that I wish the bar would give lawyers more guidance about the practicalities and the ethics of limited scope representation. Even sample agreements that have worked in other jurisdictions would be helpful. Those kinds of things would be a benefit not only to lawyers, but also to clients with limited funds who could pay a lawyer to do some work in the case without shouldering the full burden of attorney’s fees, rather than going pro se all the way. Win-win.
No Appeal from an “Interim” Judgment
March 25, 2014 § Leave a comment
Frank Lewis is a name you might recall from a previous post. I posted about his case in a post entitled Guardian or Conservator?, back in 2011. Mr. Lewis was the indoividual for whom an adult guardianship was established in chancery court, and the COA reversed for failure to comply in all respects with the statute vis a vis joinder of relatives. The case was remanded for further proceedings to cure the defects and then to determine the need for a guardianship.
Mr. Lewis died, however, during the pendency of the appeal, which was not taken into account by the COA opinion, although a suggestion of death had been filed. His death, however, did not end the family- controversy-riddled matter.
The executor of Lewis’s estate filed a petition with the trial court to recover all of the attorney’s fees that had been paid out by the guardianship, totalling some $15,000, since the guardianship had been reversed on appeal. The attorneys against whom the petition was filed responded with a counterclaim under the Litigation Accountability Act (LAA) asking for attorney’s fees incurred in defending the executor’s action.
The chancellor ruled that the guardianship had, indeed, been necessary to tend to Mr. Lewis’s business. All parties then agreed that the court’s ruling rendered the executor’s claim for recovery of attorney’s fees moot.
That left the LAA counterclaim. The chancellor deferred a decision on the LAA to determine whether the executor’s action had been frivolous, and to consider proof of the actual damages incurred in defending it. He set the hearing for a future date.
The executor asked for an interlocutory appeal, and the court granted a recess to allow the parties to discuss it, without any result of record.
Several days later, the chancellor entered a two-page judgment entitled “Interim Judgment,” adjudicating the necessity of the guardianship and ruling the executor’s claims moot, but not adjudicating the LAA counterclaim. On the face of the Interim Judgment, the words “THIS IS A FINAL JUDGMENT” had been stricken through in ink [Note: The court in that district requires the stricken language to appear on the face of all final judgments].
The executor (referred to by the COA as “Junior”) appealed. In the case of Estate of Frank Lewis: Lewis v. Harvey and Logan, handed down March 18, 2014, the COA found that it lacked jurisdiction on familiar grounds. Judge Maxwell wrote for the court:
¶13. We employ a de novo standard in reviewing jurisdictional issues. R.A.S. v. S.S., 66 So. 3d 1257, 1259 (¶10) (Miss. Ct. App. 2011) (citing Calvert v. Griggs, 992 So. 2d 627, 631 (¶9) (Miss. 2008)). Although not raised by either party, we must examine the finality of a judgment on our own initiative. Id. (citing M.W.F. v. D.D.F., 926 So. 2d 897, 899 (¶4) (Miss. 2006)).
¶14. “As a general rule, only final judgments are appealable.” Maurer v. Boyd, 111 So. 3d 690, 693 (¶11) (Miss. Ct. App. 2013). See also Miss. Code Ann. § 9-3-9 (Rev. 2002); Miss. Code Ann. § 11-51-3 (Rev. 2012); M.R.A.P. 5. “A final, appealable judgment is one that ‘adjudicates the merits of the controversy [and] settles all issues as to all the parties’ and requires no further action by the trial court.” Maurer, 111 So. 3d at 693 (¶11) (quoting Walters v. Walters, 956 So. 2d 1050, 1053 (¶8) (Miss. Ct. App. 2007)). “When all the issues in a case or claims against all the parties are not resolved in a judgment, no appeal of right can be taken.” Thompson v. True Temper Sports, Inc., 74 So. 3d 936, 938 (¶6) (Miss. Ct. App. 2011) (quoting Williams v. Bud Wilson’s Mobile Home Serv., 887 So. 2d 830, 832 (¶5) (Miss. Ct. App. 2004)).
¶15. It really cannot be argued that an order labeled “Interim Judgment” is a final, appealable judgment—particularly when the language “THIS IS A FINAL JUDGMENT” has been scratched out and initialed by the judge, and the judge has apparently not ruled on a pending issue. While there are exceptions to the final-judgment rule—including obtaining permission to pursue an interlocutory appeal under Mississippi Rule of Appellate Procedure 5 or appealing from a Mississippi Rule of Civil Procedure 54(b)-certified final judgment—none are applicable here. [Foontnote omitted]
¶16. Because there is no record evidence that the issue of attorneys’ fees incurred defending Junior’s allegedly frivolous petition was ever resolved, the “Interim Judgment” is not final and appealable. So we must dismiss for lack of jurisdiction.
Nothing really earth-shattering here. It’s just a different spin on a theme we’ve visited fairly frequently over the past couple of years: that a judgment disposing of fewer than all of the issues is not a final, appealable judgment.
Nobody asked me, but I’m going to offer my view that if the document had been styled merely “Judgment,” and the words “THIS IS A FINAL JUDGMENT” had not been stricken, the same result would apply. And that’s so even if the chancellor had given the green light for an interlocutory appeal. All of that is so because the order entered disposed of fewer than all of the pending issues, and the court did not make any specific findings as to why there was no just reason for delay in entry of a judgment, as required by R54(b). You might see it differently.
SOL No Bar in an Egregious Undue Influence and Fraud Case
March 24, 2014 § Leave a comment
We talked here recently about the statute of limitations (SOL) applicable in an action to recover land procured by fraud. A 2002 MSSC case sheds further light on when that statute begins to run, and some other related aspects.
In 1979, 24-year-old Michael Cupit appeared uninvited at the home of Mary Lea Reid, a 78-year-old widow living in Liberty, MS. Cupit, who lived some 40-miles distant in Brookhaven, attributed the visit to his interest in antebellum homes and that some of his relatives had sharecropped on Reid’s land decades earlier. From that visit, Cupit contiinued to visit Reid, and he developed a strong relationship with her, despite his departure to commence law school that fall.
The relationship became intimate, according to witnesses and letters exchanged between the two, although Cupit contended that it was a mother-son relationship.
Cupit testified that he had had conversations with fellow law students about how to obtain Reid’s property.
In 1982, Cupit took Reid to a Brookhaven law firm with the intention of being adopted by Reid so as to cut off claims of any of her heirs. After the lawyer met with Reid, he suggested that an adoption was not necessary. Cupit then asked the lawyer to prepare a deed by which Reid conveyed her real property to Cupit reserving a life estate, which was done, and the deed was recorded.
The next day, Cupit assisted Reid in preparing a holographic will devising all of her property to him. As of the date when this was done, apparently, Cupit had been admitted to the bar. The chancellor found that Cupit, not Reid, was the client of the Brookhaven attorney, and that Reid was Cupit’s client.
In 1983, Reid again visited the Brookhaven law firm accompanied by Cupit, this time meeting with a different attorney. The attorney met separately with Reid and took steps to satisfy himself of her independent will and competence. The product of this meeting was a will essentially identical in substance to the holographic will.
In 1986, Reid adopted Cupit.
In 1995, Cupit had Reid’s power of attorney transferred to himself.
Through the years, Cupit alienated Reid from her family and friends, and restricted their access to her.
Reid died in 1997, and Thomas Pluskat filed for administration of the estate. He was appointed administrator, and initiated an action to set aside the will, the deed, adoption, and power of attorney.
At trial, the chancellor found that Cupit had exercised undue influence over Reid, and that the will, deed, adoption and power of attorney should all be set aside. His opinion stated:
The Court finds that the evidence regarding Michael Cupit’s efforts to exclude most, if not all of the family members and some long-time friends of Mary Reid from her, together with Mary Reid’s strong desire to have a child which she had never had, coupled with the engaging and unique personality and tendencies of Michael Cupit, as observed by the court in the evidence as well as personal observations of Mr. Cupit throughout the course of the trial, combined so as to put Mr. Cupit in a position with Mary Reid that Mr. Cupit could and did over-reach and influence Mary Reid to his advantage and her ultimate disadvantage. Mr. Cupit’s influence, subtle and undetected by some of Mary Reid’s friends, was used in order to gain advantage of Mary Reid and to obtain her property consisting of approximately 205 acres of land, an antebellum home that had been in her family for about 140 or so years and substantial and unique family heirlooms located within the home as well as significant amounts of money from the time of Mr. Cupit’s law school days through the time of Mary Reid’s death. During a portion of this time, subsequent to Mr. Cupit’s beginning of the practice of law, he occupied a dual fiduciary role in that he was her attorney and counselor at law.
* * *
The Court finds as a matter of fact and law that the deed, will, adoption, and subsequent power of attorney granted by Mary Reid and /or pursued by Mary Reid and Michael Cupit were the direct result of Mr. Cupit’s efforts to obtain the property of Mary Reid to his own advantage and to her ultimate harm and disadvantage. Therefore, the Court finds that the deed and will were procured as a result of undue influence, overreaching, breach of a fiduciary relationship, breach of an attorney-client relationship, breach of a position of trust that Michael Cupit had gained with and over Mary Reid notwithstanding the fact that she was “strong-willed.”
Michael appealed.
His first issue on appeal was whether the administrator’s action to set aside the deed was barred by the SOL. In its decision in the case of Estate of Mary L. Reid: Cupit v. Pluskat, handed down May 30, 2002, The MSSC addressed it this way:
¶17. This Court has held that statutes of limitation in actions to recover land begin to run as soon as a cause of action exists. Aultman v. Kelly, 236 Miss. 1, 5, 109 So.2d 344, 346 (1959). However, § 15-1-7 has been construed to require possession by the defendants claiming its protection. Greenlee v. Mitchell, 607 So.2d 97,110 (Miss. 1992); Bowen v. Bianchi, 359 So.2d 758, 760 (Miss.1978); Trigg v. Trigg, 233 Miss. 84, 99, 101 So.2d 507, 514 (1958).
¶18. In Greenlee this Court held that the ten-year statute of limitations on action to recover land did not commence to run as soon as a cause of action existed, upon execution of deed pursuant to undue influence, but only when plaintiffs, the grantor’s heirs, had notice of the existence of an attempted deed, where the defendants had not taken possession in the interim. 607 So.2d at 110.
¶19. Here Cupit did not gain possession with the recording of the 1982 deed. Reid retained a life estate and remained in possession until her death. The only person who could have contested the deed during this period was Reid herself, who was in possession. Therefore, the statute of limitations did not begin to run against Thomas Pluskat until 1997 when Reid died.
¶20. As this suit was commenced well within ten years after Reid died and the defendant was not in possession during her lifetime, Cupit’s claim that the statute had run is without merit.
Cupit also argued that Pluskat had no standing to challenge the adoption, but the MSSC rejected that argument on the basis that it was a fraud on the court, and was part of a long-term scheme by Cupit to take advantage of Reid by fraud and overreaching. The court did conclude, however, that its findings as to the adoption “are specific to the facts of this case.”
Both the will and the deed were found by the chancellor to have been products of undue influence. The MSSC affirmed, saying:
¶25. Cupit argues that the chancellor erred in finding that Reid’s will is void because Reid was competent to make a will and there was no confidential relationship between the two of them.
¶26. As previously discussed, the chancellor found that a confidential relationship and an attorney/client or fiduciary relationship existed between Reid and Cupit. This finding is based on substantial evidence.
¶27. Once a confidential relationship is found, the beneficiary must disprove the presumption of undue influence by clear and convincing evidence. In re Estate of Dabney, 740 So.2d at 921; In re Estate of Smith, 543 So.2d 1155, 1161 (Miss. 1989).
¶28. To overcome the presumption of undue influence, the proponents must show (a) good faith on the part of the beneficiary, (b) the grantor’s full knowledge and deliberation of the consequences of her actions, and (c) the grantor’s independent consent and action. Mullins [v. Ratcliff], 515 So.2d [1183,] at 1193.
¶29. For many of the same reasons he found that the deed was a product of undue influence, the chancellor also found that Reid’s will was a product of undue influence. The attested will was an almost exact copy of the holographic will which Cupit helped Reid prepare. As discussed previously, the chancellor found that Cupit did not act in good faith in any part of his dealings with Reid. The chancellor also found that Reid did not receive independent counsel in the making of her will. We find that the attorney who prepared the will acted as a mere scrivener and that Reid did not receive independent counsel concerning her will. In re Estate of Moses, 227 So. 2d 829, 833 (Miss. 1969). We affirm the chancellor’s decision to set aside the will.
I commend the decision to your reading both as an object lesson in unethical, dishonest and rapacious conduct by an attorney, and as an exposition on the particular points of law in this case.
An interesting sidelight: two of the attorneys in the case have judicial experience. Current District 14 Circuit Court Judge Mike Taylor was one of the attorneys representing Pluskat. Former Mississippi Supreme Court Justice James Robertson was one of the attorneys representing Cupit.
Boler’s Inn
March 22, 2014 § 1 Comment
On September 27, 1830, the Treaty of Dancing Rabbit Creek was signed, putting into motion the first great removal of Native Americans under recently-enacted federal laws. The treaty ceded around 11 million acres of Choctaw lands in a wide swath across Mississippi from the Mississippi River, southeasterly across the Delta, and encompassing all of east-central Mississippi. In exchange, the tribe acquired lands in what is now Oklahoma, and the treaty granted US citizenship to any Choctaws who chose to remain peacefully in their former territory.
The treaty was made public some five months later, and white settlers began to move into the length and breadth of the area affected by the treaty.
In 1833, in the area of East Mississippi ceded by the Choctaws, Neshoba County was formed, consisting of what is now Neshoba and Newton Counties. The county seat was established near the center of the new county, a few miles east of what is now the town of Union. The Montgomery-to-Jackson Stagecoach Road, a major thoroughfare, passed through the settlement.
In 1834, Wesley Boler sold his land in Hinds County and purchased land on the stagecoach road in an area known as New Ireland. Boler’s property encompassed what eventually became the entire town of Union.
In 1836, Neshoba County was divided into its present arrangement: Neshoba County to the north, with its county seat in Philadelphia, and Newton County to the south, with its county seat at Decatur. The town of Union grew up near the old county seat at the Neshoba-Newton County line.
In 1856, Boler built a two-story dogtrot home on the stagecoach road at the edge of the village of Union. Here is how the property appeared in 1907, in its earliest known photograph:
Only a few years later the Civil War had engulfed the nation, and in another couple of years it reached Newton County. Grierson’s Raid in 1863 resulted in armed clashes near Philadelphia and at the railroad station at Newton (loosely depicted in the 1959 John Wayne movie The Horse Soldiers). Sherman in 1864 marched a force of 20,000 through Newton County en route to his destruction of Meridian, burning the Decatur courthouse and tearing up miles of railroad on his way. On his return from Meridian to Canton, Sherman took over and spent the night in Boler’s home on February 21, 1864.
There is a local legend that Sherman declined to burn Boler’s home because he mistakenly believed or was falsely led to believe that the name “Union” had come about because Wesley Boler was in the Union army. Boler was, however, enrolled in the Confederate army. There is nothing in Sherman’s journals of the Meridian campaign to support the local account, although he does use quotation marks with the name “Union.” Was that an ironic wink at the inaptly-named town? He did not offer us an explanation.
We know from Sherman’s records that he had tarried at Meridian awaiting reinforcements of 7,000 cavalry from Memphis that never arrived, and, having completed the razing of Meridian and the destruction of all railroad lines and facilities in the surrounding area, Sherman determined to return to the main body of Union forces to the west. The journal of one of Sherman’s officers indicates that the force had marched 21 miles west from the burning of Meridian in haste to get to Canton the following day, and was in need of rest when it found Boler’s place to be the only suitable one in the area, which probably explains why the invaders did not take the time for destruction.
It is unclear when Boler’s home made the transition from private residence to Stagecoach Inn. It is reasonable to surmise that Boler himself may have taken in boarders soon after the home was built, given the location of the home on the heavily-travelled road, the lack of rail transportation in the area until later, and the configuration of the home that would enable the family to live comfortably downstairs with guests upstairs. Boler sold the building after the Civil War to a gentleman who did operate it as an inn and tavern.
Some claim that both Jefferson Davis and Stonewall Jackson were among the lodgers at Boler’s. It is quite possible that Davis stayed there, since his route eastward from his plantation near Natchez would have taken him through the area. If Jackson was ever a guest, that would help establish that Boler’s was an inn before the Civil War, since Jackson did not survive the conflict.
The property fell into disrepair through the years until a foundation took on its restoration. Today, it is restored and houses a museum. It is located in sight of Union’s downtown, in an area with some grand, old homes.
Carolshouse is one web site with historical notes and photographs of Boler’s Inn. The Newton County historical and Genealogical Society maintains another web site with a narrative history of the inn.
