McAdams v. Ogletree

348 S.W.2d 75, 1961 Tex. App. LEXIS 1777
CourtCourt of Appeals of Texas
DecidedMay 11, 1961
Docket6386
StatusPublished
Cited by6 cases

This text of 348 S.W.2d 75 (McAdams v. Ogletree) 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
McAdams v. Ogletree, 348 S.W.2d 75, 1961 Tex. App. LEXIS 1777 (Tex. Ct. App. 1961).

Opinion

McNEILL, Justice.

This litigation was started by two suits filed in 1958. The first was by appellee Londa Pickett Ogletree seeking to recover title to an undivided interest of 5.79 percent in large bodies of land in Polk and San Jacinto Counties and an undivided interest of 4.82 percent in considerable acreage in California, against her daughter, Ina May McAdams and husband, Kelly McAdams. The other action was by appellants Ina May McAdams, et vir, against Mrs. Ogletree and appellant Ina May McAdams’ brother, Ben Ogletree, a resident of Polk County, and her sisters, Louise McElroy and husband, Billy McElroy, and Georgia Ribar and husband, Fred J. Ribar, seeking recovery of the same undivided interests of land, for partition thereof and for accounting. The two actions were consolidated, appellees Mrs. Ogletree, her son and two daughters and husbands taking the position of plaintiffs and the daughter, Ina May McAdams and husband, as defendants. Before trial the judge severed the question of title from the remaining questions, the issue of title was then tried and this appeal springs therefrom. The Ogletree children will sometimes be referred to herein by their first names.

1A brief background will aid in understanding this litigation. G. R. Ogletree married Londa Pickett Ogletree in 1905 and the marriage existed until his death in 1949, and the children above named are the offspring of this marriage. In 1936, G. R. Ogletree owned and operated the Ogletree Lumber Company in Polk County. This property was community property between him and his wife. In that year he gave his son Ben a i/jrd interest in the business thus constituting him a partner therein. Several times between 1936 and 1949 Ogletree, Sr., and wife made gifts of small percents in the lumber business to their son Ben and their three daughters so that just prior to the events involving the present controversy in 1949 each child held, as gift, 6½ percent in the business. Although much of the assets of said business constituted real estate, practically all of which stood in the name of the company, no formal conveyance appears to have been made as to any such interest.

For something more than a year previous to 1949, G. R. Ogletree was in considerable financial difficulties. While the lumber company owned thousands of acres of land in Polk and San Jacinto Counties and a considerable amount in California, Mr. Ogletree had extended his credit to associated businesses that did not develop well and his endorsements on these obligations were considerable. He was well along in age and his health for the last year of his life was very bad. He was worried about his affairs and dying leaving considerable estate taxes to be paid, and after talking with his wife and children he decided that he and his wife should make a deed to the remaining interest of 40% percent in the company to the four children, and they would assume indebtedness owed by G. R. Ogletree in the amount of $159,818 and execute their several unsecured notes totaling $100,000 to grantors. It seems that at this time and for a period before the transaction their daughter, Louise McElroy, was acting as her father’s secretary and the record reflects that the deed carrying out the trade was written by the daughters Louise McEl-roy and Ina May McAdams, although the latter denied that she ever saw the deed until about the time of her father’s death in June, 1949. It is a lengthy instrument, copying in detail the many tracts of land involved. It recited conveyances of all the right, title and interest of the grantors in the properties for a consideration of $10 and other valuable consideration, and contained a general warranty. It specified that 40 percent of the interest conveyed was to Ben and 20 percent to each of the three *77 daughters; although Ben later gave each sister a percentage so that each of the four children would hold equal interest under the deed. The basic contentions of the parties arise from the execution of this deed. Ap-pellees contend that by the agreement of purchase the children bought only the father’s one-half community interest, and the other one-half or 201/3 was conveyed in trust to the children to hold as the separate estate of their mother, and for her use and benefit. Appellants contend that the children bought the entire 40% percent, that there was no trust in any part of the property conveyed and the interest involved is appellants’ property. G. R. Ogletree signed and acknowledged the deed on its date, March 11, 1949, but Mrs. Ogletree, his wife, did not execute it then, in fact, did not do so for several days. She testified she was concerned about whether she would be protected in her 1/2 of the 40% percent of the deed described as being conveyed. According to her testimony and that of her son and two daughters, Louise and Georgia, she had several conferences with the children on this matter. It was shown that at this time there existed a close family relationship between the parents and the children, all of whom lived there in Austin, except Ben who was operating the lumber company in Polk County. The testimony shows that at a family meeting about March 16th, in order to assure their mother, the children all swore upon the Bible that her one-half interest would remain hers after the deed was executed just as it was before. Even so, the mother was still concerned about her title and mentioned the fact that she had been county clerk of San Jacinto County several years many years before and she became acquainted then with the fact that many times old people conveyed their property to their children or others and were left at their mercy. She showed persistency about the danger of executing such an instrument without obtaining a writing executed in return. According to the testimony of appellees, in order, therefore, to better satisfy their mother the children executed the following instrument:

“State oí Texas 1 Know AH Men by These “County of Travis j Presents:
“we, Ben Ogletree, Ina May McAdams, Georgia Ribar, Louise McElroy, hereby agree that the ownership of the Ogletree Lumber Company is as follows as of this date:
“Londa Pickett Ogletree 20.35 per cent
“Ben Ogletree 44.91 “
“Louise McElroy 11.58 “
“Ina May McAdams 11.58 “
“Georgia Bihar 11 58 “
luu.uo per cent
“Witness our hands this the 17th day of March, A.D. 1949.
"Ben Ogletree
“Louise McElroy
"Ina May McAdams
“Georgia Ribar.”

Several copies of this instrument were signed by each of the parties, and at the time of trial one was held by the mother and another by her daughter, appellant Ina May McAdams. The latter denied that the instrument was executed on the date stated but at some time later in 1949. At any rate, the mother, Mrs. Ogletree, did not sign and acknowledge the deed until March 17, 1949, the certificate of the notary thereto being a joint one showing that Mr. Ogletree re-acknowledged it that day also. The testimony of appellees was to the effect that the delivery of the deed to the children and the execution of the above quoted instrument was simultaneous.

G. R.

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Bluebook (online)
348 S.W.2d 75, 1961 Tex. App. LEXIS 1777, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mcadams-v-ogletree-texapp-1961.