Turner v. Hendon

269 S.W.3d 243, 2008 Tex. App. LEXIS 8178, 2008 WL 4746088
CourtCourt of Appeals of Texas
DecidedOctober 30, 2008
Docket08-07-00234-CV
StatusPublished
Cited by13 cases

This text of 269 S.W.3d 243 (Turner v. Hendon) 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
Turner v. Hendon, 269 S.W.3d 243, 2008 Tex. App. LEXIS 8178, 2008 WL 4746088 (Tex. Ct. App. 2008).

Opinion

OPINION

KENNETH R. CARR, Justice.

Appellant, Beverly Foster Turner, brings this appeal of a judgment awarding Kelly Foster Hendon damages and declaring a deed that conveyed property to Turner void and unenforceable in favor of Appellee. We reverse the judgment of the trial court and render judgment for Turner.

I. BACKGROUND

Turner is the daughter of the late Gladys Foster. Hendon and her sister, Courtney Alsobrook, are the granddaughters of Foster and the daughters of Foster’s deceased son. 1 On or about November 10, 1998, at the age of eighty-six, Foster fell and broke her hip. At some point, Foster also suffered a heart attack. Foster was admitted to Baylor Hospital in Irving, where she remained until December 9. During part of her time in the hospital, Foster was in traction. Because she had previously undergone an aortic valve replacement and heart bypass surgery, Foster was advised that she was not a good candidate for hip replacement surgery, and she decided against it. While still hospitalized, Foster executed a deed that granted her real property, which included her house, to Turner. Foster retained a life estate in the property.

Upon her release from the hospital, Foster was moved to a rehabilitation facility in Winnsboro, Texas, that Turner had arranged for her. Foster remained at the rehabilitation facility for a period of time and then moved into Turner’s house and stayed with Turner for the next two and one-half to three months. At Foster’s request, Hendon and Alsobrook drove Foster back to her house in Irving.

On July 14, 2000, Foster executed a will that contained a provision devising one-half of the Irving property to Turner and one-half to Hendon and Alsobrook. The will named Hendon as the executor. In January 2004, Hendon learned that the Irving property had been gifted by deed to Turner. Foster died on April 4, 2004.

On December 8, 2004, Hendon filed this lawsuit as administrator of Foster’s estate seeking, among other things, a declaration that the deed was ineffective, on the basis that Foster lacked sufficient mental capacity to execute the deed and was under the undue influence of Turner at the time of the deed’s execution. Hendon also sought actual damages, exemplary damages, and attorney’s fees. Following a trial, the jury *247 rendered a unanimous verdict that Foster lacked sufficient mental capacity when she executed the deed and that Turner exerted undue influence over her. The jury also found that, in the exercise of reasonable diligence, Gladys Foster should not have discovered that she had executed the deed within four years after she regained her mental capacity and was no longer under undue influence. Hendon was awarded $57,000 in actual damages and $14,000 in exemplary damages.

On appeal, Turner argues that the evidence was legally and factually insufficient to support the jury’s findings as to mental incapacity, undue influence, and actual and punitive damages. Appellant also contends that Appellee’s claims were barred by limitations.

II. DISCUSSION

A. Standard of Review

A “no-evidence” or legal-insufficiency point is a question of law which challenges the legal sufficiency of the evidence to support a particular fact finding. Serrano v. Union Planters Bank, N.A., 162 S.W.3d 576, 579 (Tex.App.-El Paso 2004, pet. denied). When, as here, the party without the burden of proof suffers an unfavorable finding, the challenge on appeal is one of “no evidence to support the finding.” Id. (citing In re Estate of Livingston, 999 S.W.2d 874, 879 (Tex.App.-El Paso 1999, no pet.)). An appellate court will sustain a legal-insufficiency or “no-evidence” challenge, if the record shows: (1) the complete absence of a vital fact, (2) the court is barred by rules of law or evidence from giving weight to the only evidence offered to prove a vital fact, (3) the evidence offered to prove a vital fact is no more than a scintilla, or (4) the evidence establishes conclusively the opposite of the vital fact. City of Keller v. Wilson, 168 S.W.3d 802, 810 (Tex.2005).

“Insufficient evidence” or factual insufficiency involves a finding that is so against the great weight and preponderance of the evidence as to be manifestly wrong. Cass v. Stephens, 156 S.W.3d 38, 55 (Tex.App.-El Paso 2004, pet. denied), cert. denied, — U.S. -, 128 S.Ct. 115, 169 L.Ed.2d 26 (2007). In a factual-insufficiency challenge, we must consider all of the evidence, both the evidence which tends to prove the existence of a vital fact, as well as evidence which tends to disprove its existence. Corrales v. Department of Family & Protective Servs., 155 S.W.3d 478, 488-89 (Tex.App.-El Paso 2004, no pet.). If the verdict is so contrary to the great weight and preponderance of the evidence as to be manifestly unjust, the point should be sustained. This is true even if the finding is supported by more than a scintilla of evidence and even though reasonable minds might differ as to the conclusions to be drawn from the evidence. Id. at 489.

B. Mental Incapacity

In her first issue, Turner argues that the evidence was legally and factually insufficient to support the jury’s finding that Foster lacked sufficient mental capacity to understand the nature and consequences of her actions in executing the deed. “The law presumes that the grantor of a deed had sufficient mental capacity at the time of its execution to understand his legal rights, and for that reason the burden rests on the person seeking to set aside the deed to show lack of mental capacity of the grantor at the time the deed was made.” Bradshaw v. Naumann, 528 S.W.2d 869, 873 (Tex.Civ.App.-Austin 1975, writ dism’d); Jackson v. Henninger, 482 S.W.2d 323 (Tex.Civ.App.-Austin 1972, no writ). Absent proof and determination of mental incapacity, a per *248 son who executes a document is presumed to have read and understood it. Dubree v. Blackwell, 67 S.W.3d 286, 289 (Tex.App.Amarillo 2001, no pet.). “Mental capacity” means that, at the time of the execution of the deed, the grantor must have had sufficient mind and memory to understand the nature and effect of his act. Decker v. Decker, 192 S.W.3d 648, 652 (Tex.App.-Fort Worth 2006, no pet.).

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269 S.W.3d 243, 2008 Tex. App. LEXIS 8178, 2008 WL 4746088, Counsel Stack Legal Research, https://law.counselstack.com/opinion/turner-v-hendon-texapp-2008.