Tharp v. Tharp

772 S.W.2d 467, 1989 Tex. App. LEXIS 1864, 1989 WL 79455
CourtCourt of Appeals of Texas
DecidedMay 8, 1989
Docket05-88-00628-CV
StatusPublished
Cited by18 cases

This text of 772 S.W.2d 467 (Tharp v. Tharp) 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
Tharp v. Tharp, 772 S.W.2d 467, 1989 Tex. App. LEXIS 1864, 1989 WL 79455 (Tex. Ct. App. 1989).

Opinion

THOMAS, Justice.

Appellant, Leonard Barrett Tharp (ex-wife), brought suit to partition certain retirement benefits asserting that they were not divided in her divorce from appellee, Blucher Stanley Tharp (ex-husband). The trial court granted the ex-husband’s motion for summary judgment finding that the retirement benefits were divided by virtue of a residuary clause, and thus the claim was barred by res judicata. In this appeal, the ex-wife asserts that the trial court erred in granting the motion because genuine issues of fact existed as to whether the residuary clause covered the retirement benefits. We disagree and affirm the trial court’s judgment.

FACTUAL BACKGROUND

The parties had been married sixteen years when their divorce was granted in 1971. A settlement agreement, incorporated into the decree of divorce, awarded certain specific assets to the ex-wife, including *468 the house, all community property furnishings, an automobile, and a cash payment. The agreement provided that the ex-husband would receive his personal items, a car, and certain community property items: a portable television set, power tools and the paintings located in his office. Paragraph IX of the settlement agreement stated in relevant part:

It is agreed by and between the parties hereto that the remainder of the marital estate of the parties shall be set aside as the separate property and estate of [ex-husband] herein.

Sixteen years after the divorce, the ex-wife filed this partition action claiming that she and her ex-husband were tenants in common as to the ARCO and United States military retirement benefits. She asserted that they were undivided assets because they were not specifically mentioned in the agreement or the decree.

STANDARD OF REVIEW

The function of a summary judgment is not to deprive a litigant of his right to a full hearing on the merits of any real issue of fact, but to eliminate patently un-meritorious claims and untenable defenses. Gulbenkian v. Penn, 151 Tex. 412, 414, 252 S.W.2d 929, 931 (1952). The standards for reviewing a motion for summary judgment are well established. As mandated by the Supreme Court of Texas, they are as follows:

1. The movant for summary judgment has the burden of showing that there is no genuine issue of material fact and that it is entitled to judgment as a matter of law.
2. In deciding whether there is a disputed material fact issue precluding summary judgment, evidence favorable to the non-movant will be taken as true.
3. Every reasonable inference must be indulged in favor of the non-movant and any doubts resolved in its favor.

Nixon v. Mr. Property Management, 690 S.W.2d 546, 548-49 (Tex.1985). The purpose of the summary judgment rule is not to provide either a trial by deposition or a trial by affidavit, but rather to provide a method of summarily terminating a case when it clearly appears that only a question of law is involved and that no genuine issue of fact remains. Gaines v. Hamman, 163 Tex. 618, 626, 358 S.W.2d 557, 563 (1962). A defendant who moves for summary judgment has the burden of showing as a matter of law that no material issue of fact exists as to the plaintiff’s cause of action. See Arnold v. National County Mut. Fire Ins. Co., 725 S.W.2d 165, 167 (Tex.1987). In the instant case, the ex-husband relied on the affirmative defense of res judicata. When a movant for summary judgment relies on an affirmative defense, he must expressly present and conclusively prove all essential elements of that defense as a matter of law. Montgomery v. Kennedy, 669 S.W.2d 309, 310-11 (Tex.1984).

Texas law is clear that retirement benefits are community property divisible upon divorce. If a divorce decree fails to make provision for such assets, a tenancy in common results, which is subject to a subsequent partition. Taggart v. Taggart, 552 S.W.2d 422, 423-24 (Tex.1977); Busby v. Busby, 457 S.W.2d 551, passim (Tex. 1970). The law is equally clear that where a divorce judgment is not appealed and appears regular on its face, the judgment will not be subject to a collateral attack in a subsequent suit. Hardin v. Hardin, 597 S.W.2d 347, 350 (Tex.1980).

Thus, the dispositive issue before us is whether the residuary clause that awarded “the remainder of the marital estate” to the ex-husband encompassed the retirement benefits which were not specifically mentioned in the settlement agreement or the decree of divorce. We hold that the retirement benefits were included in the divorce decree by virtue of the residuary clause, and that the present cause of action was correctly barred.

While we have not found any case interpreting the exact wording of this clause, several courts of appeals have considered substantially similar provisions and we find their reasoning to be persuasive. One of the more recent cases dealing with residuary or “catch-all” provisions is Carreon v. *469 Morales, 698 S.W.2d 241 (Tex.App.—El Paso 1985, no writ). In that case, the agreement contained a provision which stated that “community property not specifically provided for” would thereafter be the “separate property of the party in whose possession and control it was.” This “catch-all” provision was held to have effectively awarded husband’s retirement benefits and life insurance policy to him, thereby precluding an attempted partition by wife. Id. at 245. In explaining the basis for its ruling, the court stated:

We believe that every effort should be made to give some meaning and effect to every paragraph of the property settlement agreement, including the residuary paragraph. Obviously, the parties meant for those clauses to have some effect upon their property rights and particularly upon any community property which had not been specifically provided for in the other parts of the property settlement agreement.

Id. at 245.

In a comparable partition action, Jacobs v. Cude, 641 S.W.2d 258 (Tex.App.—Houston [14th Dist.] 1982, writ ref’d n.r.e.), the court held that a judgment, which set forth the division and partition of certain specified property and also provided that the husband would receive “all community property not mentioned above,” included by inference husband’s retirement benefits. In reaching this result, the court stated:

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Bluebook (online)
772 S.W.2d 467, 1989 Tex. App. LEXIS 1864, 1989 WL 79455, Counsel Stack Legal Research, https://law.counselstack.com/opinion/tharp-v-tharp-texapp-1989.