Jernigan v. Scott

518 S.W.2d 278, 1974 Tex. App. LEXIS 2947
CourtCourt of Appeals of Texas
DecidedNovember 27, 1974
Docket15297
StatusPublished
Cited by5 cases

This text of 518 S.W.2d 278 (Jernigan v. Scott) 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
Jernigan v. Scott, 518 S.W.2d 278, 1974 Tex. App. LEXIS 2947 (Tex. Ct. App. 1974).

Opinion

CADENA, Justice.

Plaintiff, Bessie Jernigan, claiming to be the surviving wife of Neal Jernigan, Sr., who died on July 12, 1967, seeks to establish a one-half community interest in property owned by Neal at the time of his death. Defendants are the devisees under Neal’s will. Defendant, Vivian Jernigan, who lived with Neal as man and wife for more than thirty years preceding his death, is also sued in her capacity as independent executrix of Neal’s estate. Neal’s children, by both Bessie and Vivian, are the other defendants. Bessie appeals from a summary judgment rendered in favor of defendants.

It is undisputed that on April 4, 1931, Bessie and Neal entered into a separation agreement. In performance of such agreement, Bessie and Neal executed instruments conveying the community property described in the agreement to a trustee, who thereafter conveyed to Bessie and Neal, respectively, the properties set aside to each under the terms of the agreement. In addition, in compliance with the provisions of the agreement, Neal executed and *280 delivered to Bessie eleven promissory notes, totalling $10,579.50 and bearing interest at the rate of 8% per annum, and he agreed to pay all existing community debts with the exception of an indebtedness of approximately $5,400.00 owing on the property received by Bessie under the terms of the agreement.

Bessie contends that the 1931 agreement does not purport to affect the rights of the parties in property acquired by either after the execution of the agreement and that, in any event, the agreement is unenforceable and therefore cannot bar her claim because (1) at the time the agreement was executed the parties were not, in fact, separated, nor were they in the process of, or contemplating, separating; (2) the agreement was not a fair and equitable division of the community estate of the parties; (3) Bessie executed such agreement as the result of fraud perpetrated upon her by Neal; and (4) she executed such agreement as the result of duress, threats, compulsion, coercion, overreaching and undue influence on the part of Neal.

In her answer Vivian, in addition to traversing the allegations in Bessie’s petition, insisted that, because Bessie had accepted the benefits of the separation agreement and had delayed unreasonably in asserting her rights to disavow the contract, it did not lie within her mouth to question or disavow the efficacy of the agreement. 1

It is clear from the summary judgment record that the judgment against plaintiff cannot rest on the validity of the 1931 agreement. The summary judgment “evidence,” at the very least raises issues of material fact relating to the validity of the agreement. There is a genuine issue of fact as to whether or not Bessie and Neal were separated, or contemplating separation, at the time the agreement was executed. Bessie’s deposition and the affidavits she filed in opposition to the motion for summary judgment are sufficient to raise issues of fact relating to her claims of unfairness, duress, coercion and fraud. The record does not establish, as a matter of law, that Bessie and Neal were divorced prior to Neal’s death.

It is clear from the trial court’s judgment that the summary judgment against Bessie rests solely on the trial court’s conclusion that, under the facts and circumstances of this case, Bessie is precluded from claiming the invalidity and uneforce-ability of the 1931 separation agreement. As we interpret Vivian’s brief, she concedes that the summary judgment rests solely on the theory that Bessie is barred from questioning the validity of such agreement. Further, since the judgment declares that Bessie has no interest whatever in the property in question, it is clear that it cannot rest on the theory that Vivian was the putative wife of Neal and, therefore, we find it unnecessary to discuss the putative doctrine and its possible application to the facts of this case.

Bessie’s first eight points assert that the trial court erred in overruling her exceptions to some of the affidavits filed by Vivian in support of her motion for summary judgment. In view of the theory on which the-judgment below rests, and on which our affirmance of such judgment is based, we conclude that the error of the trial court in failing to strike such affidavits, if error there was, constitutes harmless error. That is, the judgment finds support in undisputed facts which are established as a matter of law without reference to the statements contained in the challenged affidavits. Bessie’s first eight points of error, even if they should be sustained, would not require a reversal of the trial court’s judgment and they are, therefore, overruled.

Similarly, all of Bessie’s points asserting the existence of fact issues relating to the validity of the separation agreement are irrelevant and are overruled. For the pur *281 poses of this opinion, we have assumed that Bessie and Neal were not separated, or contemplating separation, at the time the agreement was executed; that Bessie and Neal were never divorced and that their marriage was dissolved only by the death of Neal; that, had she taken timely action, Bessie would have had the right to rescind the agreement because it was not fair and because of the alleged fraud, coercion, duress and overreaching on the part of Neal; and that Vivian failed to establish, as a matter of law, that she was the putative wife of Neal. We make these assumptions because, as we view the record, there exist genuine questions of fact concerning each of the issues listed in the preceding sentence.

The judgment below is based on the following undisputed facts:

(1). According to Bessie’s admission in her pleadings, she and Neal were finally separated in 1935.

(2). Bessie made no effort to challenge the validity of the separation agreement, or to have it set aside, until after the death of Neal in 1967. This was 36 years after the execution of the agreement and 32 years after Neal and Bessie were separated.

(3). Bessie received and exercised dominion over the properties which were conveyed to her under the provisions of the agreement.

(4). In performance of his obligation under the agreement, Neal executed the eleven promissory notes, payable to Bessie, in the total amount of $10,579.50. These notes were delivered to, and accepted by Bessie, and were secured by a lien on the property which Neal received under the provisions of the separation agreement. Payments called for by these notes were made by Neal and accepted by Bessie, and in 1947, following payment of the notes in full, Bessie executed a release of the lien, securing payment of the notes, on the property received by Neal under the provisions of the agreement.

(5). Following her separation from Neal, Bessie engaged in the following transactions involving the property she received under the separation agreement:

(a). On February 21, 1940, Bessie conveyed some 62 acres of the land she received under the separation agreement to Quincy Craig, in exchange for certain lands conveyed to her by Craig. The deed executed by Bessie described her as a feme sole, and Neal did not join in the conveyance.

(b). On December 19, 1947, by deed in which she is described as a “widow,” Bessie conveyed some 50 acres to the State of Texas.

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518 S.W.2d 278, 1974 Tex. App. LEXIS 2947, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jernigan-v-scott-texapp-1974.