Burkhardt v. Lieberman

159 S.W.2d 847, 138 Tex. 409, 1942 Tex. LEXIS 353
CourtTexas Supreme Court
DecidedFebruary 4, 1942
DocketNo. 7784.
StatusPublished
Cited by75 cases

This text of 159 S.W.2d 847 (Burkhardt v. Lieberman) is published on Counsel Stack Legal Research, covering Texas Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Burkhardt v. Lieberman, 159 S.W.2d 847, 138 Tex. 409, 1942 Tex. LEXIS 353 (Tex. 1942).

Opinion

Mr. Judge Brewster

delivered the opinion of the Commission of Appeals, Section A.

This is an action in trespass to try title brought by petitioners Otto Burkhardt and wife, Mary Burkhardt, against the respondents, George Lieberman and O. C. Riedel, for title and possession of 71.6 acres of land situated in Harris County, Texas, and a lot in the City of Houston. The 71.6 acres consisted of six tracts, three of 25, 16 and .6 acres; respectively, and three of 10 acres each, all contiguous except that a small tract of 16 acres belonging to a daughter of the Burkhardts lay between the three 10-acre tracts and the other three.

Lieberman pleaded a general denial and “not guilty.” He specially pleaded (1) that he was an innocent purchaser for value; (2) estoppel of the Burkhardts to assert that the same was their homestead; (3) improvements in good faith of the value of $250.00; (4) and as to 25 acres of the land he sought rescission of sale as holder of a vendor’s lien note. By way of cross action he prayed for judgment for taxes levied against the land and paid by him with foreclosure of the lien to which he claimed he thus became subrogated.

Riedel answered by general denial and plea of “not guilty,” disclaimed as to 41.6 acres and specially pleaded as to the other 30 acres that he was an innocent purchaser for value.

Trial was to a jury and upon their answers to special issues judgment was rendered that the Burkhardts take nothing as against Lieberman and Riedel and that Lieberman be quieted in his title to the 25 acres as tó which he asserted superior title as holder of a vendor’s lien note. Upon appeal by the Burkhardts to the Court of Civil Appeals, at Galveston, the judgment of the trial court was affirmed. 142 S. W. (2d) 283.

*412 The Burkhardts assign numerous errors in the judgment of the Court of Civil Appeals but, as we view the case, only a few of them need be considered. They concede that the judgment of the trial court in favor of Lieberman as to the city lot in Houston was correct.

On January 28, 1932, Burkhardt executed to W. S. Cochran as trustee for the First National Bank of Houston, a deed of trust covering the lands above described to secure said bank in the payment by Burkhardt of one note in the sum of $1,300.00 of date October 30, 1931, due January 28, 1932, and another in the principal sum of $1,500.00 of date December 21, 1931, due March 20, 1932, and to secure all renewals and extensions of said notes and any other debts then or thereafter owing by Burkhardt to said bank. These notes were in renewal of an indebtedness already due by Burkhardt to said bank. On September 24, 1935, Burkhardt executed to W. S. Cochran, as trustee for said bank, another deed of trust on said lands to secure two notes of even date, one for $2,152.49, and the other for $1,055.52, both payable to the order of the bank on January 2, 1936, and any future indebtedness Burkhardt mig'ht owe the bank. The second deed of trust was in renewal of the first. Both contained a recitation that the lands covered thereby were no part of Burkhardt’s business or residence homestead and were not in any way then occupied, used or enjoyed as such. Mary Burkhardt did not join in the execution of either of these instruments. On April 6, 1937, W. S. Cochran, trustee, reciting default by Burkhardt in payment of said indebtedness, request by the bank, notice, etc., executed to Lieberman a deed conveying said lands to him for a consideration of $3,360 same being the “best and highest” bid. On February 15, 1938, Lieberman by general warranty deed conveyed 30 acres of said lands, in three 10-acre tracts each, to Riedel reciting ten dollars and other valuable considerations paid. Lieberman testified that Riedel paid him $4,200.00 “some-odd' dollars” for this deed. Riedel said he paid $4,250.00 each.

The Burkhardts claimed that the deeds of trust above de- - scribed and the trustee’s deed to Lieberman and Lieberman’s deed to Riedel were void on the ground that on January 28, 1932, on September 24, 1935, on April 6, 1937, and thereafter until Burkhardt was ejected by Lieberman, the 71.6 acres of land described was their homestead. Lieberman and Riedel countered with an assertion of estoppel against the Burkhardts to assert any homestead rights, and as a part of their evidence *413 on that issue they introduced an affidavit purportedly executed by the Burkhardts on March 25, 1932, stating that 71 acres of the land in controversy was not then being used as a business- or residence homestead and that they had no intention so to- use it. Other evidence relating to- this issue will be recounted by us later.

In response to special issues 1 to 4, inclusive, the jury found that the 71.6 acres of land described in plaintiffs’ petition was a part of the homestead of the Burkhardts on January 28, 1932 (the date of the first deed of trust above described), and September 24, 1935 (the date of the second deed of trust above described and the one under which the trustee’s sale was made to Lieberman). The testimony conclusively supports- these findings-. In fact, that the land was so used by the Burkhardts does not seem to have been controverted seriously by either Lieberman or Riedel and seems to have been assumed by the Court of Civil Appeals in its opinion.

Under the language of the Constitution itself the two- deeds of trust, being on a homestead and not for one of the three excepted purposes, were utter nullities. Art. 16, Sec. 50, Texas Constitution; Toler et al v. Fertitta (Com. App.), 67 S. W. (2d) 229. This much seems to have been recognized by Lieberman and Riedel since they seek to avoid its effect by the claim that the Burkhardts are estopped to assert their homestead interest, and such appears to have been the view of the trial court in disregarding the jury’s findings, and it is the basis of the judgment of the Court of Civil Appeals.

Are the Burkhardts estopped? In determining this question we are bound by the well established rule that acts or omissions alleged to constitute estoppel must be those of both the husband and the wife. That is, Burkhardt might be held so to have acted or failed to act under circumstances which the law regards as sufficient to estop him to claim the property as homestead, yet unless equivalent conduct or omission is proved as to Mary Burkhardt she cannot be held to be estopped. And if she is not estopped, Burkhardt is not. As recently as November 12, 1941, the Supreme Court approved and applied this- principle in Lincoln et ux v. Bennett, (this volume, page 56), 156 S. W. (2d) 504, opinion by Justice Sharp. See, also, Miller v. Southland Life Ins. Co. (Civ. App.), 68 S. W. (2d) 558; Kallman v. Ludenecker et al 9 Civ. App. 182, 28 S. W. 579; Barclay *414 v. Dismuke et al (Civ. App.), 202 S. W. 364; Andrews v. Security National Bank, 121 Texas 409, 50 S. W. (2d) 253, 83 A. L. R. 44.

We have carefully studied the statement of facts in this case and we find not a single fact or circumstance that can fairly be considered as proof of any element of estoppel against Mary Burkhardt except the alleged homestead affidavit claimed to have been executed by her as part of the transaction terminating in the execution of the first deed of trust by Otto Burkhardt on January 28, 1932. That instrument is appended as an exhibit to the Court of Civil Appeals opinion appearing at page 291, of 142 S. W. (2d) supra.

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Bluebook (online)
159 S.W.2d 847, 138 Tex. 409, 1942 Tex. LEXIS 353, Counsel Stack Legal Research, https://law.counselstack.com/opinion/burkhardt-v-lieberman-tex-1942.