Lamb v. Scott

Decision Date01 July 1994
Citation643 So.2d 972
PartiesRita D. LAMB and Judy C. Heliste v. Timothy D. SCOTT. 1930542.
CourtAlabama Supreme Court

Roy O. McCord of McCord & Martin, Gadsden, for appellants.

William D. Hudson, Gadsden, for appellee.

SHORES, Justice.

The issue in this case is the validity of a deed executed by Rita D. Lamb, the donee of a durable power of attorney, to herself and her sister, Judy C. Heliste.

Timothy D. Scott sued Lamb and Heliste, asking that the deed executed by Rita Lamb to Rita Lamb and Judy Heliste be set aside and held for naught. The complaint also asked that the property described in that deed be sold for a division of the proceeds among joint owners. (Scott claimed to be a joint owner.) Scott moved for a summary judgment. The trial court granted Scott's motion and declared the deed void. Lamb and Heliste appeal.

Dollie Scott executed a durable power of attorney to her daughter, Rita Lamb. Almost a year later, Dollie executed a will leaving all her property, including a farm located in Etowah County, to her two daughters, Rita Lamb and Judy Heliste, and her stepson, Timothy Scott, the three to share equally. About a month after Dollie executed the will, she suffered a stroke and became incapacitated; a month after Dollie suffered the stroke, Rita, as attorney in fact for Dollie, deeded Dollie's farm to herself and her sister, Judy Heliste, with right of survivorship. Dollie subsequently died.

The first issue is whether the deed executed by Rita Lamb, as attorney in fact for Dollie Scott, is valid as to Rita. Our case law is clear that powers of attorney will be construed strictly, restricting the powers to those expressly granted. Sevigny v. New South Federal Savings & Loan Ass'n, 586 So.2d 884, 886-87 (Ala.1991). Because Lamb's power of attorney did not specifically state that Lamb could convey land to herself, she was without the power to do so. Hall v. Cosby, 288 Ala. 191, 193, 258 So.2d 897, 899 (1972).

Lamb and Heliste argue that Ala.Code 1975, § 26-1-2, supersedes the case law regarding durable powers of attorney. We disagree. Lamb and Heliste specifically refer to § 26-1-2(b) as the subsection that supersedes our case law. That section provides:

"(b) All acts done by an attorney in fact pursuant to a durable power of attorney during any period of disability, incompetency or incapacity of the principal have the same effect and inure to the benefit of and bind the principal and his successors in interest as if the principal were competent, not disabled and not incapacitated."

That subsection merely provides that the incapacity of the donor of a durable power of attorney does not change the effect of actions of the donee taken in conformity with the authority conferred by the power of attorney. It does not supersede the common law rules for determining the authority conferred by a power of attorney. Because the common law rule that a power of attorney grants only those powers expressly conferred remains unchanged, the trial court correctly held that the deed was void as to Lamb.

The second issue is the effect of the deed as to Heliste. It is obvious from Dollie's will, executed after she had executed the power of attorney, that Dollie's intention was to leave all her...

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15 cases
  • Estate of O'Neal v. U.S., CV-97-J-2190-S.
    • United States
    • U.S. District Court — Northern District of Alabama
    • 12 Noviembre 1999
    ...to those powers expressly granted and those incidental powers that are necessary to effectuate the expressed powers. Lamb v. Scott, 643 So.2d 972, 973 (Ala.1994). See also Sevigny v. New South Federal Sav. and Loan Ass'n., 586 So.2d 884, 886-887 (Ala.1991). A power of attorney grants only t......
  • Belfance v. Shelton (In re Shelton)
    • United States
    • U.S. Bankruptcy Court — Northern District of Ohio
    • 17 Octubre 2018
    ...to Transfer the Principal's Real Property to Herself, an Agent's Deed Purporting to Make Such a Transfer Is Ineffective. In Lamb v. Scott , 643 So.2d 972 (Ala. 1994), the Alabama Supreme Court held that powers of attorney are construed strictly, "restricting the powers to those expressly gr......
  • O'Neal v. U.S., No. 00-11663
    • United States
    • U.S. Court of Appeals — Eleventh Circuit
    • 26 Julio 2001
    ...Fees Paid Before Death Pursuant to Durable Power of Attorney Alabama law construes powers of attorney strictly. See Lamb v. Scott, 643 So.2d 972, 973 (Ala. 1994). It restricts powers of attorney to express grants of authority and those incidental grants of authority that are necessary to ca......
  • Massey v. Shell
    • United States
    • U.S. District Court — Middle District of Alabama
    • 24 Marzo 2011
    ...are necessary to effectuate the expressed powers." Id. at 886-87 (citing Hall v. Cosby, 258 So. 2d 897 (Ala. 1972)). In Lamb v. Scott, 643 So. 2d 972 (Ala. 1984), the Alabama Supreme Court held that for an attorney-in-fact to act against the intent of the principal, the attorney-in-fact had......
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