Martin v. Martin

759 S.W.2d 463, 1988 Tex. App. LEXIS 2236, 1988 WL 117285
CourtCourt of Appeals of Texas
DecidedAugust 31, 1988
Docket01-87-00872-CV
StatusPublished
Cited by8 cases

This text of 759 S.W.2d 463 (Martin v. Martin) 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
Martin v. Martin, 759 S.W.2d 463, 1988 Tex. App. LEXIS 2236, 1988 WL 117285 (Tex. Ct. App. 1988).

Opinion

OPINION

EVANS, Chief Justice.

The appellant, Linda Lou Martin, complains of an order of partition entered by Probate Court No. 2 of Harris County, Texas. The appellee, Ellen Frances Martin, as independent executrix of the estate of Joe Mack Martin, deceased, filed an application for partition and distribution of the decedent’s community estate. The appellant filed an answer in the proceedings, contending (1) that the community estate was entitled to reimbursement for expenditures made for the benefit of the appellee’s separate property, and (2) that the executrix had characterized certain property as community when it should have been characterized, at least partially, as the decedent’s separate property. After a non-jury hearing, the trial court entered the order that is the subject of this appeal.

At the time of their marriage in 1976, Ellen Martin owned a home on five acres in Porter, Texas. Joe Martin owned two lots on McCarty Street in Houston, one of which had a small building on it. After their marriage, Joe and Ellen Martin paid off the mortgage on Ellen’s home in Porter, added a room to the house, and built a barn and another building on the grounds. They also built a larger building on one of the Joe Martin’s lots on McCarty Street, and purchased a third lot on McCarty. In 1983, the Martins sold all three lots on McCarty for a total purchase price of $700,-000. Of that sum, $200,000 was paid in cash, and the purchasers executed a promissory note for the $500,000 balance. The sales transaction did not allocate specific amounts to any of the specific lots. The Martins used the $200,000 cash payment to discharge various outstanding obligations and to pay their living expenses. They deposited the monthly installment payments in their joint bank account, which they used for their living expenses.

Joe Martin died in 1985. In his will, he left one-half of his property to Ellen Martin, one-third of his estate to Linda Lou Martin, a child by a previous marriage, and one-sixth of his estate to Lori Ellen Martin, Ellen Martin’s daughter, whom Joe had adopted. Joe Martin’s widow, Ellen Martin, was named independent executrix under the will.

During the administration of the estate, the appellant, Linda Martin, sought to remove Ellen Martin as independent executrix, and she also contested the executrix’s application for partition and distribution of the community estate. At the hearing on her contest, the court determined that the appellee, Ellen Martin, should reimburse the estate for community funds ($12,000) that had been used to improve Ellen Martin’s residence. The court also decreed that certain properties should be characterized as the decedent’s separate property. But the court denied the appellant’s claim for reimbursement to the community of funds that had been applied to the reduction of a debt on the appellee’s residence; it also denied her claim that the $500,000 promissory note, referred to as the Heit-man note, should be characterized as the decedent’s separate property. The appellant seeks review only of those portions of the order denying her claim for reimbursement and for characterization of the Heit-man note as separate property.

*465 In her first point of error, the appellant contends that the probate court erred in denying her claim for reimbursement and asserts that the payments made for the reduction of indebtedness on Ellen Martin’s separate property were reimbursable as a matter of law.

An appeal from an order of the probate court is subject to the same standard of review as an appeal in other civil actions. Drake v. Muse, Currie & Kohen, 532 S.W.2d 369 (Tex.Civ.App.—Dallas 1975), writ ref'd n.r.e. per curiam, 535 S.W.2d 343 (Tex.1976). The burden of proof is on the party claiming reimbursement to establish each element of the claimed right. See Vallone v. Vallone, 644 S.W.2d 455, 459 (Tex.1982). Because there are no findings of fact, we must sustain the judgment if there is evidence to support it on any theory of law applicable to the case. In re W.E.R., 669 S.W.2d 716, 717 (Tex.1984).

On cross-examination, the appellee, Ellen Martin, testified that after she and Joe Martin were married, they used community funds to pay off the mortgage on her home in Porter, Texas. She further admitted that no reimbursement was ever “made back” to the community for such payments.

When community funds are expended to reduce a debt secured by separate property, the community is entitled to reimbursement. Hilton v. Hilton, 678 S.W.2d 645, 648 (Tex.App.—Houston [14th Dist.] 1984, no writ); Pruske v. Pruske, 601 S.W. 2d 746 (Tex.Civ.App.—Austin 1980, writ dism’d); Colden v. Alexander, 141 Tex. 134, 147, 171 S.W.2d 328, 334 (1943). To be entitled to such reimbursement, the claimant need not show that the payments actually enhanced the value or specifically benefited the separate property. Id. But interest, taxes, and insurance paid out of community funds for the benefit of separate property do not create an equitable claim for reimbursement unless it is shown that expenditures by the community are greater than benefits received. Colden, 171 S.W.2d at 334; Nelson v. Nelson, 713 S.W.2d 146, 148 (Tex.App.—Texarkana 1986, no writ).

Based on the uncontroverted testimony of the appellee, we conclude that the trial court erred in determining that the community estate was not entitled to reimbursement for the amounts expended by the community to discharge the indebtedness against the appellee’s separate property. We therefore sustain the appellee’s first point of error.

We do not render a judgment in the appellant’s favor, however, as she has requested that we do. The only testimony supporting the appellant’s claim for reimbursement is the appellee’s statement that community funds were used to reduce the debt against the appellee’s separate property. The appellant stated generally that “thirteen, fourteen thousand dollars, somewhere in that range” had been used for such purposes.

Based on this general statement, we cannot say, as a matter of law, that the evidence compels the entry of judgment in the appellant’s favor for any particular amount of reimbursement. Because we have found that the trial court erred in denying the appellant’s claim for any reimbursement, we reverse that portion of the trial court’s judgment denying that claim and remand that matter for the court to determine the amount of reimbursement that should be so awarded. See Barnum v. Lopez, 471 S.W. 2d 567, 568 (Tex.1971).

In her second point of error, the appellant contends that the trial court erred in characterizing the Heitman note as being totally owned by the community estate.

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Bluebook (online)
759 S.W.2d 463, 1988 Tex. App. LEXIS 2236, 1988 WL 117285, Counsel Stack Legal Research, https://law.counselstack.com/opinion/martin-v-martin-texapp-1988.