Jopling v. Caldwell-Degenhardt

292 S.W. 958
CourtCourt of Appeals of Texas
DecidedJanuary 21, 1927
DocketNo. 245. [fn*]
StatusPublished
Cited by7 cases

This text of 292 S.W. 958 (Jopling v. Caldwell-Degenhardt) 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
Jopling v. Caldwell-Degenhardt, 292 S.W. 958 (Tex. Ct. App. 1927).

Opinion

PANNILL, C. J.

The purpose of the suit, which .was brought by appellant as plaintiff below, was to recover a tract of approximately 160 acres of land, another tract of 320 acres, and certain lots in the city of Cisco, in Eastland county, Tex.

The nature of appellant’s claim to this land will be hereinafter more fully shown. In an alternative count, plaintiff alleged that, if she was mistaken as to her right to recover the lands sued for, that she was an heir of Mary E. Caldwell, deceased, and as such entitled to recover an undivided one-fourth interest in the estate of said decedent. She further alleged that the defendants Stella Caldwell-Degenhardt, R. W. Caldwell, and James A. Caldwell, Jr., had taken possession of all the property of the estate of said Mary E. Caldwell, and had sold the same without her consent, and sought an accounting with said defendants. The Benton Land Company, one Williams, one Boone, and Harold are made parties defendant upon an allegation that they were claiming some interest in the land sued for. The defenses urged will be shown in discussing the points made on the appeal.

The defendants complied with the request for an accounting and attached to their answer an itemized verified statement purporting to show all the moneys received and the disbursements made by them of the Mary E. .Caldwell estate after her death.

There' was a trial to a jury, and at the conclusion of the testimony a verdict was instructed for all the defendants. Prior to the entry of the judgment Stella Caldwell-De-genhardt filed a written admission stating that, notwithstanding the verdict that said defendant named consented and agreed to a personal judgment against her (the said Stella Caldwell-Degenhardt) for the sum of $1,-482.90. Thereupon the court rendered judgment on the verdict in favor of all the defendants except Stella Caldwell-Degenhardt, and rendered judgment against her personally for the sum of $1,482-89. The plaintiff has appealed.

The facts briefly summarized, on which the plaintiff relies, show that plaintiff on her application was awarded two tracts of school land, one of approximately 160 acres, and the other of 320 acres in 1882. Thereafter in 1891, by quitclaim deed for a recited consideration of $500 and the assumption of two notes, one for $304 and the other for $350 due the state of Texas, she conveyed the 320-acre tract to her stepbrother James A. Caldwell, and in 1893 by quitclaim deed plaintiff conveyed the 160 acres to James A. Caldwell for a recited consideration of $500 and the assumption of two notes, one for $304.50 and one for $150, due the state of Texas. Both tracts were thereafter conveyed by James A. Caldwell to his mother, Mary E. Caldwell, patents from the state issued to her, and by mesne conveyances the 160 acres passed to James A. Caldwell, Jr., and the 320-acre tract to the Benton Land Company. The common source of title to the lots in Cisco came from W. T. Caldwell and conveyed by him to Mary B. Caldwell by deed which recited that said lots when purchased wei’e paid for with the separate property of Mary B. Caldwell, and that the conveyance from W. T. Caldwell to Mary E. Caldwell was made for the purpose of evidencing her separate title thereto. W. T. Caldwell died pri- or to his wife, Mary Ei Caldwell, but, as no question'was raised with regard to his estate, further statement in that regard is unnecessary. Mary E. Caldwell died testate in 1914, and her will was shortly after her death duly probated. In this will she specifically devised the lots in Cisco to the defendant Stella Caldwell-Degenhardt. After the probate of the will, Stella Caldwell-De-genhardt by warranty deed conveyed said lots for a valuable consideration to R. H: Boone. Several months after the sale to Boone the plaintiff brought suit in the probate court to annul the probate of the will of- her mother, Mary E. Caldwell. This suit was successful; the will being annulled.

The instructed verdict is vigorously as *961 sailed on the ground that there was evidence sufficient to take the case to the jury on the issue that the conveyance from the plaintiff to James A. Caldwell was without consideration, and that a resulting trust arose from the attendant circumstances. It is not believed that the court erred in instructing a verdict as to the 160-aere tract. The plaintiff by hex-testimony in no wise claimed that there was any trust in that conveyance. In fact she disclaims any recollection of ever having made application to purchase the 160 acres or that it was afterwards awarded to her, or that she ever made a deed thereto. It will not be necessary to discuss the testimony as to the lots in the city of Cisco, for the reason that it has been concluded that the present owners occupy the position of bona fide purchasers, as will be noticed hereinafter.

Plaintiff’s testimony in regard to the transaction with her stepbrother, relating to the 320 acres in controversy, was, in substance, that her brother Jimmie Caldwell wanted her to lend the property to him so he could borrow some money on it; that plaintiff told him all right, he could have it; that he was either to buy it or return it to her; that he did neither one, but told plaintiff her mother would attend to it; that she saw her mother, and her mother told plaintiff her stepfather-wanted to buy it, to which she consented; that she then told her father that, inasmuch as he had been good to her, he could have the use of it, keep the taxes paid, and he could use the wood and land and buy it if he wanted to, and, if not, then to return the land to her; that her stepfather did not say anything as to what he was willing to do, but seemed to be willing; that he thereafter took charge of the land, and, so far as she knew, had charge of it until his death: that after her stepfather died she had a conversation with her mother; and that her mother several times told her that she (her mother) would settle with the plaintiff.

The trust sought to be established by this testimony comes under the rule relating to resulting trusts, and, as applied to this transaction, a resulting trust arises where the grantor, without consideration, conveys property to the grantee; the facts evidencing an intention between the parties that the beneficial title is not to go or be enjoyed with the legal title. Pomeroy’s Equity (4th Ed.) §§ 1031, 1032.

It is generally held that, in order to establish a resulting trust of the character here under consideration, not only must there be no consideration, but none must be recited in the conveyance. Pomeroy’s Equity (4th Ed.) § 1036, and authorities cited. See Down v. Down, 80 N. J. Eq. 68, 82 A. 322; 26 R. C. L. title, “Trusts,” § 63, p. 1218.

This rule that no consideration must be recited in the conveyance seems never to have been applied in this state. Carl v. Settegast, 237 S. W. 238. While the specific question 'seems never to have been decided, in view of repeated holdings by our appellate courts permitting a parol trust to be in-grafted upon a deed by a grantor receiving a consideration, we are not willing to apply the rule last referred to, which seems to obtain in most of the jurisdictions of this country, and are therefore constrained to hold that the evidence, the substance of which has been stated, was sufficient to raise the issue of a resulting trust in the conveyance by plaintiff to James A. Caldwell of the 320 acres of land. But this holding as regards the facts of this case is limited to a declaration that the evidence was sufficient to prevent a peremptory instruction on the issue by the trial judge.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Murphy v. Johnson
439 S.W.2d 440 (Court of Appeals of Texas, 1969)
Hereford Land Company v. Globe Industries, Inc.
387 S.W.2d 771 (Court of Appeals of Texas, 1965)
Newcomb v. Blankenship
256 S.W.2d 700 (Court of Appeals of Texas, 1953)
Townsley v. Townsley
222 S.W.2d 152 (Court of Appeals of Texas, 1949)
Hamilton v. First Nat. Bank of O'Donnell
155 S.W.2d 626 (Court of Appeals of Texas, 1941)
Mason v. Chapman
7 S.W.2d 159 (Court of Appeals of Texas, 1928)
State v. Broyles
295 S.W. 554 (Supreme Court of Missouri, 1927)

Cite This Page — Counsel Stack

Bluebook (online)
292 S.W. 958, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jopling-v-caldwell-degenhardt-texapp-1927.