Appeal from decree of Court of Common Pleas of Westmoreland County, No. 3187 in Equity, in case of Noble E. Elliott, an incompetent, by Frank S. Elliott and Harry C. Elliott, his guardians, v. James W. Clawson and Sara Jane Clawson.
Edward B. Doran, with him David W. Cook, for appellants.
Ned J. Nakles, for appellees.
Bell, C. J., Musmanno, Jones, Cohen, Eagen, O'Brien and Roberts, JJ. Opinion by Mr. Justice O'Brien. Mr. Justice Cohen and Mr. Justice Roberts dissent.
Noble E. Elliott, a bachelor, lived on a 90 acre tract in Derry Township in Westmoreland County. On June 18, 1962, Noble E. Elliott signed an agreement to sell this tract to the appellees for $8,000. On June 23, 1962, Noble E. Elliott executed a deed to the appellees and the appellees signed a mortgage for the payment of $8,000 to the Estate of Noble E. Elliott, within one year after his death. The evidence indicated that the terms of the deed were dictated by Noble E. Elliott.
On July 23, 1962, after the filing of a petition, Noble E. Elliott was declared incompetent and his brothers, the appellants in this case, were appointed guardians.
Not long thereafter, Noble E. Elliott, by his guardians, brought an action in equity to have the conveyance set aside. After a hearing, the court below found that the plaintiffs-appellants failed to prove that, at the time of the transaction, Noble E. Elliott was incompetent.
It has long been the law of Pennsylvania that the evidence required to set aside a transaction on the basis of mental incompetency must be "clear, precise and convincing". There are numerous cases in which this standard is set out. Myers Estate, 395 Pa. 459, 150 A.2d 525 (1959).
We have examined the record in this case with the above standard in mind and agree with the court below.
The appellants charge that the court below erred in that the evidence did establish in clear, precise and convincing fashion that Noble E. Elliott was incompetent at the time of the transaction. The appellants produced evidence that Noble E. Elliott was old, had weak eyesight and upon occasion would not know the day of the week. The appellants produced medical testimony that Elliott was incapable of handling his own affairs. However, the doctor stated that Elliott had lucid periods and that he did not examine him on the day of the conveyance. The appellants also produced evidence that the land was worth more than $8,000 and that at least $10,000 had been offered prior to the transaction. However, the record established that Elliott made a good deal. He retained a life interest of possession and in the profits from the land, and he obtained a mortgage securing his interest. He even procured an agreement from the appellees that they would pay the personal property tax which accrued by way of the mortgage.
It is, therefore, our opinion that the appellants did not prove by "clear, precise and convincing" evidence that Elliott was ...