Teresa Fletcher Kidd et al. v. Bernice Lewis

Court Description:

Authoring Judge: Judge D. Michael Swiney

Trial Court Judge: Chancellor John C. Rambo

This appeal concerns an alleged conversion of funds. Rebecca Durbin, Teresa Fletcher Kidd, and Ramona Lewis ("Plaintiffs," collectively), the adult children of the late Charles Lewis ("Charlie"), sued Bernice Lewis ("Defendant"), Charlie's widow, in the Chancery Court for Washington County ("the Trial Court").Plaintiffs alleged that Defendant exercised undue influence over Charlie in his later years and converted funds in a bank account that Charlie had intended for them to have. After a trial, the Trial Court ruled in favor of Plaintiffs. Defendant appeals, arguing among other things that the three-year statute of limitations applicable to Plaintiffs' claim had expired. Defendant also argues that the Trial Court erred by not awarding her any darnages for Plaintiffs' failure to maintain Charlie's house, which Defendant continued to live in pursuant to Charlie's will. We hold that Plaintiffs were on constructive notice of their claim against Defendant no later than October 5, 2009, and thus their lawsuit filed in October 2019 is time-barred. We, therefore, reverse the judgment of the Trial Court with respect to Plaintiffs' claim against Defendant. However, we affirm the Trial Court as to its declination to award Defendant any damages for Plaintiffs' failure to maintain Charlie's house as Plaintiffs owed her no duty to maintain the house; per Charlie's will, that was his Estate's responsibility. We thus affirm, in part, and reverse, in part, the Trial Court's judgment.