Gonzalez v. Razi

338 S.W.3d 167, 2011 Tex. App. LEXIS 2141, 2011 WL 1102845
CourtCourt of Appeals of Texas
DecidedMarch 24, 2011
Docket01-09-00585-CV
StatusPublished
Cited by22 cases

This text of 338 S.W.3d 167 (Gonzalez v. Razi) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Gonzalez v. Razi, 338 S.W.3d 167, 2011 Tex. App. LEXIS 2141, 2011 WL 1102845 (Tex. Ct. App. 2011).

Opinion

OPINION

LAURA CARTER HIGLEY, Justice.

Appellants, Jose Pedro Gonzalez and Esperanza Gonzalez, appeal the trial court’s rendition of a declaratory judgment that determined the Gonzalezes did not properly exercise their right to redeem property that had been sold at a tax foreclosure sale. In two issues, the Gonzalezes argue that the trial court erred in finding that the property was not their homestead and that they had not properly exercised their rights to redeem the property.

We reverse and remand.

Background

The Gonzalezes owned certain property that was foreclosed upon on May 1, 2007, due to outstanding taxes owed. The property was purchased by appellee, Shahrokh *169 Razi. Razi recorded the sale in the county records on July 13, 2007.

Claiming the residence was their homestead, the Gonzalezes attempted to redeem their property. The Gonzalezes sent a letter to Razi at the address listed on the deed requesting an itemization of costs incurred by Razi. The address on the deed, however, was incorrect, and Razi never received the letter.

The Gonzalezes subsequently submitted affidavits to the county tax assessor-collector representing that they had made a diligent search for Razi in the county in which the property was located; that Razi was not believed to be a resident of the county; that they attempted to contact Razi multiple times to no avail; and that Razi, by avoiding contact with them, refused to give them a quitclaim deed to the property. They also delivered $16,757.29 to the county tax assessor-collector as the amount believed to be owed for redemption of the property. The county tax assessor-collector gave a receipt for redemption to the Gonzalezes.

One month later, Razi filed suit against the Gonzalezes seeking a declaratory judgment that the property was not their homestead and that they had not properly exercised their right to redeem the property. The Gonzalezes answered -with a general denial.

The Gonzalezes testified at trial that they had owned the property since 1993. Jose Gonzalez testified that they had live there since 1993, while Esperanza Gonzalez testified that they had a water well and septic tank installed in 1994 and they moved onto the property in 1995. The Gonzalezes both testified that they lived on the property continuously since 1993 or 1995 and that the property was their primary residence. Esperanza Gonzalez testified that their younger children attended school in the area and the address for the property was the address registered with the school.

Razi testified that the property was not listed as a homestead in the notice he received of the foreclosure sale. He visited the property once before the foreclosure sale and “[m]ore than five, six times” after the foreclosure sale. Razi never saw the Gonzalezes on the property during his visits. 1

There was a man, identified only as Mr. Hernandez, living on the property in a trailer at the time of foreclosure. Razi testified that Hernandez told him that he ran an automobile repair shop on part of the property and that no one else was living there other than him and his wife.

Razi also testified that the residence was uninhabitable at the time of his visits. Razi testified that he never actually entered the residence. He tried to look in the windows but could not see very much. From his observations on the outside, Razi noted that the residence was “run down,” the roof was leaking in places, and the outside stairs leading to the second story were not safe to climb.

Burden of Proof at Trial

We must first determine who had the burden of proof at trial, an issue disputed by the parties in their briefs. Razi initiated suit, bringing an action for declaratory judgment. The party who brings an action for declaratory judgment is not necessarily the party that carries the burden of proof at trial, however. Pace Corp. v. Jackson, 155 Tex. 179, 284 S.W.2d 340, 350 (1955); Lede v. Aycock, 630 *170 S.W.2d 669, 673 (Tex.App.-Houston [14th Dist.] 1981, writ ref'd n.r.e.). Instead,

[i]n the usual and ordinary case the burden of proof is not imposed on the plaintiff merely because he files his petition first but because he asks for action on his behalf from the court, either preventive or in the nature of redress. The other party is usually content with the status quo. Both logic and fairness demand that the plaintiff shoulder the responsibility of convincing the court that action should be taken.

Pace Corp., 284 S.W.2d at 350; see also Lede, 630 S.W.2d at 673 (holding burden of proof in action for declaratory judgment is upon party who, in absence of evidence, will be defeated).

The parties’ dispute concerns the application of section 34.21 of the Texas Tax Code as it applied when the Gonzalezes took steps to redeem them property. 2 See Act of May 27, 2003, 78th Leg., R. S., ch. 510, 2003 Tex. Gen. Laws 1778 (amended 2009) (current version at Tex. Tax Code Ann. § 34.21 (Vernon Supp.2010)). Section 34.21 provides the mechanism by which a person whose property has been sold at a tax sale may redeem the property. The issue we must resolve is the position of the parties relative to the property when the suit was commenced. If an act of redemption under the section is presumptively effective, then the Gonza-lezes held legal title to the property and Razi bore the burden of proof to obtain affirmative relief in undoing the redemption. See Pace Corp., 284 S.W.2d at 350. If, instead, an act of redemption under the section is not presumptively effective, then title remained with Razi and the Gonza-lezes bore the burden of proof to obtain affirmative relief in effectuating the redemption. See id.

In Washington, we held that it was the original owners’ burden “to affirmatively show that they paid or tendered the redemption money to [the tax-sale purchaser] or to the tax collector within the time allowed for redemption.” Washington v. Giles, 258 S.W. 900, 903 (Tex.Civ.App.-Galveston 1924, writ dism’d w.o.j.). In that case, however, the Washingtons never asserted, at trial or on appeal, that they had attempted to redeem the property or that the redemption statute applied to them. Id. at 900. Instead, the Washing-tons were seeking only to collaterally attack the judgments and sales as void. Id. at 903. Any analysis of the applicable redemption statute, then, was only dicta. See Travelers Indem. Co. of Ill. v. Fuller, 892 S.W.2d 848, 851 n. 3 (Tex.1995) (holding dicta is “a mere expression of opinion on a point or issue not necessarily involved in the cases which does not create binding precedent under stare decisis”).

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Bluebook (online)
338 S.W.3d 167, 2011 Tex. App. LEXIS 2141, 2011 WL 1102845, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gonzalez-v-razi-texapp-2011.