Betty Jane Davis v. Leesa Renna Davis, et al.

Case Number
W2025-00326-COA-R3-CV

This case arises out of allegations that Appellees misappropriated Appellant’s inheritance funds for their own use. Appellant also alleges elder abuse based on the conversion as well as a physical altercation between Appellant and an Appellee. Appellees allege that Appellant gifted them the inheritance funds. In its findings of fact and conclusions of law, the trial court concluded that: (1) because Appellant engaged in bad faith, the doctrine of unclean hands applied and barred her full recovery; (2) Appellees converted and misappropriated a portion of Appellant’s inheritance funds; (3) Appellees did not commit elder abuse; and (4) Appellant intended a partial gift of the inheritance funds to Appellees. Because the trial court erred when it sua sponte raised the affirmative defenses of bad faith and unclean hands, we reverse the trial court’s application of these doctrines to reduce the judgment awarded to Appellant. We also conclude that the trial court failed to consider the elements of elder abuse, the elements of a properly executed gift, and failed to make appropriate findings of fact and conclusions of law concerning the same. As such, we vacate the trial court’s order as to Appellant’s elder abuse claim and Appellees’ gift claim. Accordingly, we vacate the judgment awarded to Appellant. The remainder of the trial court’s order is affirmed. The case is remanded to the trial court for further proceedings consistent with this Opinion. Appellant’s request for appellate attorney’s fees is pretermitted.

Authoring Judge
Judge Valerie L. Smith
Originating Judge
Judge Joseph T. Howell
Date Filed
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