Marshall v. Marshall

1961 OK 86, 364 P.2d 891, 1961 Okla. LEXIS 409
CourtSupreme Court of Oklahoma
DecidedApril 11, 1961
Docket38553
StatusPublished
Cited by31 cases

This text of 1961 OK 86 (Marshall v. Marshall) is published on Counsel Stack Legal Research, covering Supreme Court of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Marshall v. Marshall, 1961 OK 86, 364 P.2d 891, 1961 Okla. LEXIS 409 (Okla. 1961).

Opinion

IRWIN, Justice.

On November 8, 1956, Ida B. Marshall, plaintiff in error, commenced divorce proceedings against H. G. Marshall, defendant in error, and this appeal involves the ownership of an overriding royalty interest which Ida B. Marshall claims as her separate property. The trial court found that the interest was acquired by the joint industry of Ida B. Marshall and H. G. Marshall, during coverture, and in the Decree of Divorce, entered on July 30, 1958, adjudged and decreed that each receive an undivided one-half interest.

After a motion for new trial was overruled, Ida B. Marshall perfected this appeal. No appeal was perfected as to that part of the judgment relating to the divorcement of the parties and the only issue involved is the ownership of the one-half interest awarded to H. G. Marshall. If the overriding royalty interest is the separate property of Ida B. Marshall, the judgment of the trial court must be reversed; if it is not her separate property, the judgment must be affirmed.

So far as pertinent to this appeal, plaintiff alleged that all of the overriding royalty interest, being one-eighth (⅛) of the eight-eighths (⅜), was her separate property and was not acquired by the joint efforts and industries of the parties, but acquired by gift; that the donor of said interest was Titus Haifa and the date of the gift was January 2, 1952.

The answer of the defendant, H. G. Marshall is in the form of a general denial with specific denial that plaintiff is owner of the overriding royalty interest. By way of cross petition he alleged it is the property of H. G. Marshall, Inc., and plaintiff holds the same in trust for the benefit of the corporation; that she received the assignment from Titus Haifa with full knowledge the same belonged to the corporation.

H. G. Marshall, Inc., was permitted to intervene, and in its petition of intervention alleged that title to the overriding royalty interest is held in the name of plaintiff for the use and benefit of the corporation; that the corporation furnished and paid all money and consideration for the assignment and title was taken in the name of plaintiff for the sake of convenience, and the corporation has at all times reserved the equitable title and beneficial interest therein untO' itself.

Plaintiff’s reply to the answer of defendant Marshall and her answer to the petition in intervention were both in the form of general denial and specifically denied that either had any right, title or interest, either legal or equitable, in and to said interest; that all the parties were in case No. 36936 on appeal before the Supreme Court and the Supreme Court by its final decree and adjudication held the legal and equitable title to said property to be vested in her; that such judgment operates and constitutes an estoppel by judgment; that both are es-topped from changing their positions and asserting ownership of an interest in the property.

Case No. 36936 above referred to is Marshall v. Amos, Okl.1956, 300 P.2d 990, which involved an appeal from a judgment rendered in Cleveland County. In that case a man named Amos had instituted an action in the District Court of Cleveland County in March, 1953, against H. G. Marshall, Ida B. Marshall, H. G. Marshall, Inc., and Titus Haifa, and others, to establish a joint venture between Amos and H. G. Marshall and a constructive trust as to the overriding' royalty interest involved in the case at bar, which stood in the name of Ida B. Marshall and had been conveyed to her by Titus *893 Haifa on January 2, 1952. It seems that Amos had first learned of the mineral interest and he and Marshall had a business arrangement and had hoped to obtain and sell a lease and retain an overriding royalty interest.

The trial court in that action found that fraud had been practiced upon Amos by H. G. Marshall and Ida B. Marshall, whereby Amos had been deprived of an interest in the overriding royalty interest standing in the name of Ida B. Marshall, and ordered them to convey a one-half interest to Amos and also ordered them to account to him for one-half of the sums received from such overriding royalty interest.

On appeal (300 P.2d 990, 996), this Court held the evidence of fraud sufficient to support a constructive trust fell far short of the standards set by numerous decisions of this Court; that there was no evidence that H. G. Marshall had ever acquired any interest in or exercised any control in the interest conveyed to his wife by Haifa in January, 1952, except in doing those things for her that would be expected of a husband for a wife inexperienced in business affairs. The judgment of the trial court was reversed with instructions to render judgment for Ida B. Marshall, H. G. Marshall and H. G. Marshall, Inc.

In the instant action the plaintiff contends that the overriding royalty interest is her separate property, acquired by her in her own right, and must be decreed to her; that defendant is barred from claiming an interest by reason of res adjudicata and estoppel by virtue of this Court’s ruling in Marshall v. Amos, supra; that defendant, after successfully maintaining the position in the Marshall v. Amos case that the interest was her separate property cannot maintain an inconsistent position that it was jointly acquired or that he ever acquired an interest therein.

Defendant contends that the overriding royalty interest, although acquired in the name of Ida B. Marshall by conveyance from Titus Haifa, was immediately thereafter completely transmuted into community property by the acts and deeds of Ida B. Marshall; that the appeal should be dismissed because plaintiff has demanded and accepted certain funds held in suspense as benefits of a part of the judgment of the trial court.

Before discussing the merits of the ownership of the overriding royalty interest, it is well to review the different positions taken by defendant and intervener in the present action and that taken in the trial of the Cleveland County case which formed the basis for our holding in Marshall v. Amos, supra. During the trial of the Cleveland County case in 1954, Marshall testified, “I have nothing to do with the gift of Mr. Haifa to my wife,” which was an admission that plaintiff not only owned the overriding royalty interest as her separate property when it was given to her as a gift by Haifa in 1952, but that it had remained her separate property. Defendant did not limit his answer or make any exceptions or reservations that he or the corporation had ever obtained any interest in the property in any manner, but was content to rest on the proposition that plaintiff was still the owner of the -property free and clear of any interest, legal or equitable, that defendant or inter-vener might claim.

This Court on appeal, adopted the contentions of H. G. Marshall, for we specifically said, “There is no evidence that H. G. Marshall has ever acquired any interest in or exercised any control in the interest conveyed to his wife except in doing those things for her that would be expected by a husband for a wife inexperienced in business affairs”.

It would appear that when the Marshall v. Amos case was tried in Cleveland County, the defense was that the legal and equitable title to the interest was in Ida B. Marshall, alone, and neither H. G. Marshall nor H. G. Marshall, Inc., had any right, title or interest therein. In the trial of the case at bar, H. G. Marshall and H. G.

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Bluebook (online)
1961 OK 86, 364 P.2d 891, 1961 Okla. LEXIS 409, Counsel Stack Legal Research, https://law.counselstack.com/opinion/marshall-v-marshall-okla-1961.