Jackson v. Henninger

482 S.W.2d 323, 1972 Tex. App. LEXIS 2582
CourtCourt of Appeals of Texas
DecidedJune 28, 1972
Docket11931
StatusPublished
Cited by28 cases

This text of 482 S.W.2d 323 (Jackson v. Henninger) 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
Jackson v. Henninger, 482 S.W.2d 323, 1972 Tex. App. LEXIS 2582 (Tex. Ct. App. 1972).

Opinion

SHANNON, Justice.

This appeal concerns a suit in the District Court of Travis County to set aside deeds to a 36.7 acre homestead upon the basis that the grantors lacked mental capacity to convey the land. Upon trial to the court, judgment was entered setting aside those deeds. We will affirm that judgment.

A factual resume follows. On April 3, 1969, and for some years previous, Rudy Henninger and his wife, Pearl, were owners of the 36.7 acre tract situated in Travis County. By that date the Henningers were over sixty-five years of age and, because of ill health, were living in the Monte Siesta Retirement Home. On April 3, 1969, the Henningers signed separate warranty deeds conveying that land to their niece, and appellant here, Juanita Jackson, reserving for themselves a life estate. On the same date the Henningers executed separate powers of attorney in favor of appellant in which appellant was empowered, among other things, to convey away their remaining interest in land.

Four days later the Henningers revoked the powers of attorney previously granted appellant. Their attorney, on April 14, 1969, wrote appellant requesting that she reconvey the tract to the Henningers. On May 9, the Henningers filed suit to set aside the deeds, alleging, in effect, that the deeds had been obtained as the result of appellant’s undue influence.

The case proceeded to trial on October 13, 1969, and after hearing the testimony of three witnesses, including Pearl Hennin-ger, the trial judge recessed the case on his own motion suggesting that a guardian ad litem be appointed for Mrs. Henninger. Sometime later Henry Henninger, a nephew, and appellee here, was appointed guardian of the person and estate of the Henningers by the Probate Court of Travis County, and was substituted over the objection of appellant as the plaintiff in this suit.

The trial was resumed on October 26, 1971, and in appellee’s trial petition he alleged that the deeds from the Henningers to appellant resulted from the exercise of undue influence by appellant and, alternatively, that the Henningers lacked the mental capacity to execute the deeds.

Pursuant to appellant’s request, the court filed findings of fact and conclusions of law and found, among other things, that at the time of the execution of the deeds to appellant, Rudy and Pearl Henninger were of unsound mind and did not have sufficient mental capacity to execute the deeds in that they did not have sufficient mind and memory to understand the nature and effect of their act.

By multiple points of error, appellant makes the basic contention that the findings that Rudy and Pearl Henninger were of unsound mind at the time of the execution of the deeds was supported by no evidence, or alternatively, that the evidence was insufficient.

Since the law presumes that the grantor of a deed has sufficient mental capacity at the time of its execution to understand his legal rights, the burden of proof rests on those seeking to set aside the deed to show lack of mental capacity of the grantor at the time of the execution of *325 the deed. Smith v. Thornhill, 25 S.W.2d 597 (Tex.Comm.App.1930), rev’d on other grounds on rehearing, 34 S.W.2d 803 (Tex.Comm.App.1931). The term “mental capacity” means that the grantor at the time of the execution of the deed must have had sufficient mind and memory to understand the nature and effect of his act. Smith v. Thornhill, supra, see Baylor University: John M. Sanders, Deed of Insane Grantor, 11 Baylor L.Rev. 436 (1959). To demonstrate the state of the grantor’s mental capacity at the time of the conveyance, evidence of his mental capacity prior and subsequent to the time of the conveyance is admissible. Cole v. Waite, 151 Tex. 175, 246 S.W.2d 849 (Tex.1952).

Appellee produced four witnesses to discharge his burden of showing that because of the infirmities of their age and illnesses neither Rudy nor Pearl Henninger had the requisite mental capacity to execute the deeds. Those witnesses were Dr. Henry Marvin Dittert, Jr., the Henninger’s treating physician, and Mrs. Sammie M. Black, Peggie Louise Woodward, and Ceola Re-deaux, all nurses at the Monte Siesta Retirement Home in April of 1969.

According to Dr. Dittert, Pearl Hennin-ger had suffered from diabetes for a number of years before 1969, and was on January 8, 1969, a “brittle” diabetic. Her diabetic condition was such that she, on occasion, suffered from hypoglycemic shock which, together with arteriosclerosis, caused brain damage. At times Mrs. Hen-ninger was reduced to a near comatose condition from the effect of the diabetes or from the effect of the treatment of that condition. Dr. Dittert testified that while Mrs. Henninger might appear on first impression to be aware of her situation, a closer interrogation would reveal that she did not have a full understanding “of what was going on.” Her memory of current happenings involving herself was bad, and Dr. Dittert noticed in January and February of 1969, episodes of confusion in which Mrs. Henninger was disoriented as to where she was, who she was, and what was “going on.” Dr. Dittert’s opinion was that at no time when he saw Mrs. Hennin-ger was she capable of making “responsible” decisions.

Nurses Woodward and Redeaux testified that with respect to the general period of time here concerned, Mrs. Hen-ninger was confused and forgetful. Nurse Woodward was of the opinion that Mrs. Henninger’s mind was “not completely” clear and that she never realized the condition of Mr. Henninger and herself. According to Mrs. Woodward, Mrs. Hennin-ger’s mind would be “fairly good” one day and not so on the next day. Nurse Re-deaux testified with respect to April 3, 1969, Mrs. Henninger did not know the extent and nature of her property and that she did not know the natural objects of her bounty. It should be noted that the value of Nurse Redeaux’s testimony was diminished when on cross-examination it was shown that she was somewhat less than familiar with the meaning of the term, the “natural objects of her bounty.”

Dr. Dittert was called to treat Rudy Henninger for a “stroke” which left him paralyzed on the left side. Three days aft-erwards, on January 27, 1969, Mr. Hennin-ger showed a marked mental deterioration. He was disoriented as to time, place, and person, and in Dr. Dittert’s opinion he never improved. Dr. Dittert was of the opinion that Mr. Henninger had no memory of anything since the stroke on January 24, 1969. In Dr. Dittert’s opinion Mr. Hen-ninger would not know the nature of his acts, would not recognize a deed, and it would be doubtful that he would have known the extent of his property. Likewise, Dr. Dittert testified that Mr. Hennin-ger was not capable of making “responsible” decisions at any time that he had seen him.

Nurses Black, Woodward, and Redeaux also testified with respect to Mr. Hennin-ger’s condition. Mrs. Black was of the belief that he did not know where he was. In her opinion he did not know the extent *326 of his property or its location, and that he did not know the nature of his acts or the objects of his bounty. Nurses Black, Woodward, and Redeaux did not think that he would recognize a deed. Mrs.

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Bluebook (online)
482 S.W.2d 323, 1972 Tex. App. LEXIS 2582, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jackson-v-henninger-texapp-1972.