Schmidt v. Schmidt

403 S.W.2d 531, 1966 Tex. App. LEXIS 2628
CourtCourt of Appeals of Texas
DecidedMay 12, 1966
Docket4470
StatusPublished
Cited by3 cases

This text of 403 S.W.2d 531 (Schmidt v. Schmidt) 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
Schmidt v. Schmidt, 403 S.W.2d 531, 1966 Tex. App. LEXIS 2628 (Tex. Ct. App. 1966).

Opinion

OPINION

McDONALD, Chief Justice.

This is an appeal by plaintiffs from a take-nothing judgment in a suit to declare void 2 deeds executed by Ben Tepe; and an appeal by plaintiffs from a take-nothing judgment in a suit to set aside the will of Ben Tepe. Plaintiffs are some of the children of Ben and Elizabeth Tepe; defendants are grantees in the 2 deeds, and the other children of Ben and Elizabeth Tepe.

On January 15, 1963 Ben Tepe executed a deed to 50 acres (being community property and homestead of Ben and Elizabeth Tepe) to the Veterans’ Land Board, for resale to J. B. Hazelwood for $5063.

On September 11, 1963 Ben Tepe executed a deed to 161 acres (being community property and homestead of Ben and Elizabeth Tepe) to Eugene Radie for $16,000.

Both deeds recited that Ben Tepe was not joined by his wife, Elizabeth, because she was a person of unsound mind.

Thereafter, plaintiffs filed suit to set aside such deeds, alleging: Ben Tepe was of unsound mind at the time of execution; *533 that Ben Tepe was the subject of undue influence at the time of execution; and that such deeds were void because Elizabeth Tepe had never been judicially declared to be of unsound mind.

On March 3, 1964 and while such suit was pending, Ben Tepe died, and his will executed on February 10, 1964 was offered for probate. Such will left his property to care for his wife; and after her death divided the property between his children, but subject to charges for recited advancements to plaintiffs; and confirmed as payments for services rendered, the sums of $1,000 theretofore paid to some of the defendants, (reciting such should not be considered as advancements).

Plaintiffs contested the will alleging Ben Tepe was not of sound mind at the time of execution of the will; and that such will was made as the result of undue influence. The County Court probated the will and defendants appealed to District Court.

The deed case and the will case were consolidated by agreement. Trial was to a jury which found:

1) Ben Tepe had testamentary capacity at the time he signed his will (February 10, 1964).
2) Ben Tepe knew the nature and consequences of his act in executing the deed to Radie (September 11, 1963).
3) Ben Tepe knew the nature and consequences of his act in executing the deed to the Veterans’ Land Board (January 15, 1963).

The trial court entered 2 separate judgments on the verdict: 1) that plaintiffs take nothing in the suit to declare the 2 deeds void; and 2) that plaintiffs take nothing in the suit to set aside the will.

Plaintiffs appeal from both judgments, contending:

1)The 2 deeds are void because Elizabeth Tepe had not been judicially declared to be incompetent at the time of their execution by Ben Tepe.
2) The trial court erred in refusing to submit issues on undue influence in the making of the 2 deeds.
3) There is no evidence, or insufficient evidence, to support the jury’s finding that Ben Tepe had testamentary capacity at the time he executed the will.
4) The trial court erred in not submitting an issue as to whether Ben Tepe knew the contents of his will at the time he executed it.

Plaintiffs’ first contention is that the 2 deeds are void because Elizabeth Tepe had not been judicially declared to be incompetent. Ben Tepe executed the 2 deeds on January 15th and September 11, 1963, reciting in each that he was not joined by his wife Elizabeth because she was a person of unsound mind.

A husband to convey the homestead must be joined by his wife. Art. 1300 Vernon’s Ann.Tex.Civ.St.; Art. 16, Sec. 50 Texas Constitution, Vernon’s Ann.St.

However, where the wife is insane, the husband has the right to convey the homestead without the joinder of the wife. Reynolds Mtg. Co. v. Gambill, 115 Tex. 273, 280 S.W. 531; Higginbotham v. Ft. Worth Nat. Bank, CCA, Er. Ref., 172 S.W.2d 402; 28 Tex.Jur.2d p. 531. In both the Reynolds and Higginbotham cases, supra, the insane wife had never been judicially decreed insane. In the Higgin-botham case the court says:

“It is of no importance that the (insane) wife had not been legally adjudged to be of unsound mind in a proceeding brought for that specific purpose.”

(In the Reynolds case the jury found that the wife was of unsound mind.)

In the case at bar, Mrs. Tepe had not been judicially declared to be incompetent, but plaintiffs admitted in their pleadings *534 (and on argument) that Mrs. Tepe was at the time of the execution of the deeds and for a long time prior thereto, a person of unsound mind.

Plaintiffs assert that Section 157 of the Probate Code, V.A.T.S. requires the wife to be judicially declared to be incompetent before the husband can alone convey the homestead. Such section provides: “Wherever a husband or wife is judicially declared to be incompetent, the other spouse * * * acquires full power to manage, control, and dispose of the entire community estate * *

Section 157 of the Probate Code and Articles 3663 and 3664 which it repealed and replaced, all relate to the administration of community property, and we think are not determinative of the factual situation here involved. In any event, Articles 3663 and 3664 required the insane wife to be judicially declared incompetent, so the rule of the Reynolds and Higginbotham cases, supra, governs.

Plaintiffs’ 2nd contention is that the trial court erred in not submitting issues on undue influence in the execution of the deeds. The burden of proof of undue influence is upon plaintiffs. The test of undue influence is whether there is evidence of control exercised over the mind of Ben Tepe so as to overcome his free agency and free will, and to substitute the will of another so as to cause him to do what he would not otherwise have done but for such control. Curry v. Curry, 153 Tex. 421, 270 S.W.2d 208; Boyer v. Pool, 154 Tex. 586, 280 S.W.2d 564.

There is no evidence that anyone exercised undue influence on Ben Tepe to execute the deeds. The contention is overruled.

Plaintiffs’ third contention is that there is no evidence, or insufficient evidence to support the jury’s finding that Ben Tepe had testamentary capacity at the time he executed the will.

Mr. Tepe was 94 years old, sick and in bed, when he executed his will on . February 10, 1964. The witness Newby, one of the subscribing witnesses to the will, testified that the recitations in the attestation clause of the will took place on February 10, 1964 sometime after 12:00 o’clock; that Mr. Tepe appeared to know what he was doing; that he was conscious enough to know the business he was about, and what he was doing; that he spoke to the witness Newby; that he signed the will; that Mr. Tepe spoke to Mr.

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Cite This Page — Counsel Stack

Bluebook (online)
403 S.W.2d 531, 1966 Tex. App. LEXIS 2628, Counsel Stack Legal Research, https://law.counselstack.com/opinion/schmidt-v-schmidt-texapp-1966.