Tatum v. Tatum

606 S.W.2d 31, 1980 Tex. App. LEXIS 3891
CourtCourt of Appeals of Texas
DecidedSeptember 11, 1980
Docket1622
StatusPublished
Cited by10 cases

This text of 606 S.W.2d 31 (Tatum v. Tatum) 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
Tatum v. Tatum, 606 S.W.2d 31, 1980 Tex. App. LEXIS 3891 (Tex. Ct. App. 1980).

Opinion

OPINION

BISSETT, Justice.

This pre-nuptial contract case involves an appeal by Wilma Tatum, plaintiff in the trial court, from a summary judgment for Rupert Tatum in his capacity as personal representative of the estate of Henry Tatum, defendant in the trial court. We affirm.

On August 28, 1977, Henry Tatum orally promised appellant, hereinafter called “plaintiff,” that if she would marry him and care for him until his death he would leave all he owned to her upon his death. This promise was orally accepted by plaintiff and the two were married on September 1, 1977. Subsequently, during the month of September, plaintiff and defendant executed a joint will which provided that when either died, all property owned by either would go to the survivor.

Between September 1, 1977, and November 16, 1978, the date of Henry Tatum’s death, plaintiff cared for him by performing services including nursing, cooking, cleaning, gardening and yard maintenance. On October 23, 1978, however, Henry Tatum revoked his prior will and executed a new one which named Rupert Tatum and Margie Rodriguez as beneficiaries. Plaintiff was not named as a beneficiary of the October 23, 1978, will.

After Henry Tatum’s death, plaintiff filed this suit seeking to impose a constructive trust upon the assets of the estate by virtue of the oral pre-nuptial agreement. According to plaintiff’s theory advanced in this appeal, she alternatively sought a recovery against the estate under quantum meruit. This is disputed by Rupert Tatum, hereinafter called “defendant,” who filed a motion for summary judgment on the ground that the pre-nuptial agreement was an oral agreement made in consideration of marriage and, therefore, unenforceable under the statute of frauds. This motion did not purport to address any claim allegedly raised by plaintiff under quantum meruit. Plaintiff did not file a response to the motion for summary judgment.

Plaintiff, in her first point of error, contends that the trial court erred in holding the agreement was unenforceable because Henry Tatum’s execution of the joint will during September of 1977, constituted sufficient partial performance to take the admittedly oral pre nuptial agreement out of the statute of frauds. In support of that position, plaintiff relies upon Smildsin v. Smildsin, 38 N.Y.S.2d 955 (Sup. 1942), in which plaintiff loaned money to defendant in return for his promise to insure his life for $5,000.00 in her favor and to marry her. This was all done but later defendant changed the beneficiaries under his life insurance policy. The Supreme Court held that the statute of frauds had no application because the transaction was completely performed by both parties.

The authority of Smildsin has been questioned and described as possibly in conflict with higher New York case law. Annot., 30 A.L.R.2d 1419,1428 n.l (1953). Specifically, in In Re Goldberg’s Estate, 275 N.Y. 186, 9 N.E.2d 829 (1937), the Court of Appeals held that the making of a will, in and of itself, is not such part performance of an oral pre-nuptial agreement as to take an oral pre nuptial agreement in consideration *33 of marriage out of the statute of frauds. The reasoning of Goldberg is that, because a will is not effective until death, the testator can change it anytime before his death.

It is settled in Texas that an oral promise based upon a consideration of marriage is unenforceable under the statute of frauds. Watson v. Godwin, 425 S.W.2d 424 (Tex.Civ.App.—Amarillo 1968, writ ref’d n.r.e.). Furthermore, the rendition of services by the plaintiff spouse is not sufficient part performance to render the promise enforceable. Lieber v. Mercantile National Bank at Dallas, 331 S.W.2d 463 (Tex.Civ.App.—Dallas 1960, writ ref’d n.r.e.). Moreover, as Goldberg holds, the making of a will is also not sufficient part performance to render the promise immune from a statute of frauds assault.

Plaintiff, in her second and final point of error, asserts that the trial court erred in rendering a full and final summary judgment when defendant’s motion for summary judgment did not address plaintiff’s alleged alternative claim under quantum me-ruit. Defendant’s response to this contention is that plaintiff’s pleadings cannot properly be construed as raising the issue of quantum meruit. Furthermore, defendant argues, even if plaintiff’s pleadings do raise a quantum meruit issue, plaintiff had the further burden, which was not carried, to raise quantum meruit in a response to defendant’s motion for summary judgment under the rule enunciated by the Supreme Court in City of Houston v. Clear Creek Basin Authority, 589 S.W.2d 671 (Tex.Sup. 1979).

We agree with defendant that plaintiff’s petition cannot properly be construed as alleging a claim for recovery under quantum meruit. The petition, recites the oral promise made by the defendant to plaintiff, the marriage, the execution of defendant’s new will, and the death of defendant. It alleges a number of services performed by plaintiff for the defendant, and that defendant breached his contract with plaintiff to her damage. Finally, in her prayer, plaintiff asked that a constructive trust be imposed upon the assets of defendant’s estate or, alternatively, judgment “for services performed under the contract” with defendant.

Plaintiff contends that quantum meruit was raised by the above quoted alternative prayer when read in light of her petition’s itemization of services rendered for defendant. The law is settled, however, that recovery on an express contract and on quantum meruit are inconsistent. Where there exists a valid express contract covering the subject matter, there can be no implied contract. Woodard v. Southwest States, Inc., 384 S.W.2d 674 (Tex.Sup. 1964); Beller v. DeLara, 565 S.W.2d 319 (Tex.Civ.App.—San Antonio 1978, no writ). One may not merely allege an express contract and recover on quantum meruit. Freeman v. Carroll, 499 S.W.2d 668 (Tex.Civ.App.—Tyler 1973, writ ref’d n.r.e.); Clower v. Brookman, 325 S.W.2d 440 (Tex.Civ.App.—San Antonio 1959, no writ). In the case at bar, plaintiff’s alternative prayer asks for judgment “under the contract,” which can only mean the express oral agreement alleged earlier in the petition. Therefore, while there certainly is nothing to prevent plaintiff from pleading alternative theories of express contract and quantum meruit, she has not done so in her current suit.

Furthermore, we also agree with defendant’s argument that, even if quantum meruit were plead, it has been waived as a theory under which this summary judgment could be reversed. In City of Houston v.

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Bluebook (online)
606 S.W.2d 31, 1980 Tex. App. LEXIS 3891, Counsel Stack Legal Research, https://law.counselstack.com/opinion/tatum-v-tatum-texapp-1980.