Womack v. Worthington

561 S.W.2d 564, 1978 Tex. App. LEXIS 2791
CourtCourt of Appeals of Texas
DecidedJanuary 12, 1978
Docket17920
StatusPublished
Cited by2 cases

This text of 561 S.W.2d 564 (Womack v. Worthington) 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
Womack v. Worthington, 561 S.W.2d 564, 1978 Tex. App. LEXIS 2791 (Tex. Ct. App. 1978).

Opinion

OPINION

SPURLOCK, Justice.

This is a summary judgment case. Appellant filed suit against her two sisters seeking to establish that an oral family settlement agreement had been entered into some thirteen years before their father’s death, whereby the three sisters allegedly agreed that if their father died leaving a will that gave preference to any of them, they would divide their father’s estate among themselves in equal shares. At the time of the father’s death, a large portion of his estate consisted of real estate. Upon his death, the father’s will left all of his property to one of his daughters.

Appellee moved for summary judgment, because (inter alia) the alleged oral family settlement agreement violated the Statute of Frauds, since a large portion of the father’s estate consisted of real property. From the trial court’s granting of movant’s motion for summary judgment, appellant has perfected her appeal.

We affirm the judgment of the trial court.

Decedent had three daughters: Ada Louise Womack (appellant), Jeannette (Jackie) Katherine Worthington (appellee) and Mary Alice Boggeman. At times, they will be referred to as Ada, Jackie, and Mary. After decedent’s death, an application to probate decedent’s will was filed on December 15, 1971. Under the terms of decedent’s will, Jackie was the sole beneficiary of her father’s estate. Ada filed a will contest, based upon allegations that decedent lacked testamentary capacity and was unduly influenced in the execution of his will. After a trial in the county court of Jack County in December of 1972, the will was admitted to probate. Ada appealed, and a trial de novo was held before a jury in the district court of Jack County in April, 1975. Upon the jury’s findings that decedent had possessed testamentary capacity and had not been unduly influenced, the district court rendered judgment on the jury’s verdict. In an unpublished opinion, this court of civil appeals affirmed the *566 judgment of the district court. Ada’s application for writ of error in the Texas supreme court was “ref’d n. r. e.”

On December 7, 1973, while the will contest appeal was pending in the district court, Ada filed this suit against Jackie and Mary, alleging that she (Ada) was entitled to one-third of decedent’s estate, because of an alleged oral agreement made by her and her two sisters prior to October, 1958. Ada claims that the three sisters orally agreed thirteen years before their father’s death that they would share in decedent’s estate equally, regardless of the eventual disposition of the estate under their father’s will. It is Ada’s contention that the alleged oral agreement is enforceable as a family settlement.

In their answers filed in this case, both Jackie and Mary have denied that any such oral agreement was ever made. Also, in her answers to interrogatories, Mary has denied the existence of the alleged oral agreement.

In her motion for summary judgment, Jackie contended that she was entitled to judgment as a matter of law, because (inter alia) any such alleged oral agreement is barred by the Statute of Frauds. The trial court granted Jackie’s motion for summary judgment.

By her three points of error, Ada basically contends that the trial court erred in rendering summary judgment that she take nothing.

Tex.R.Civ.P. 166-A(c) provides in part that “[t]he judgment sought shall be rendered forthwith if the pleadings, depositions, answers to interrogatories, and admissions on file, together with the affidavits, if any, show that, except as to the amount of damages, there is no genuine issue as to any material fact and that the moving party is entitled to a judgment as a matter of law.” (Emphasis added.)

The purpose of the summary judgment rule is to provide a method of summarily terminating a case when there is only a question of law involved and there is no genuine issue of a material fact. Gaines v. Hamman, 163 Tex. 618, 358 S.W.2d 557 (1962).

It is undisputed that the alleged settlement agreement, if any, was oral rather than written. At the outset, we are confronted with the question of whether the alleged oral agreement was unenforceable under the statute of frauds, since a large portion of the estate consisted of real property.

In Texas, the Statute of Frauds, which is found in Tex.Bus. & Comm.Code Ann. § 26.01 (1968), provides in part that:

“(a) A promise or agreement described in Subsection (b) of this section is not enforceable unless the promise or agreement, or a memorandum of it, is
(1) in writing; and
(2) signed by the person to be chárged with the promise or agreement or by someone lawfully authorized to sign for him.
(b) Subsection (a) of this section applies to
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(4) a contract for the sale of real estate;
(5) a lease of real estate for a term longer than one year;
(6) an agreement which is not to be performed within one year from the date of making the agreement; . . .”

In Manning v. Sammons, 418 S.W.2d 362 (Tex.Civ.App. — Fort Worth 1967, writ ref’d n. r. e.), the plaintiff claimed a one-fourth interest in the decedent’s estate under two oral agreements. First, plaintiff alleged an oral agreement between testatrix and her that she would leave plaintiff one-fourth of her estate, upon her (plaintiff’s) promise to use the income therefrom to support her (plaintiff’s) parents during their lifetime. This court, speaking through Chief Justice Frank A. Massey, held that this agreement violated the Statute of Frauds, and further wrote:

“[Tjhere is no written instrument which constitutes, refers to, or mentions a contract of any sort, nor can a contract be *567 created by construction. The alleged contract would be unenforceable under the State [(sic)] of Frauds (which was plead) in any event for lack of a written memorandum, since real property is involved. (Citing cases.)” Id. at 336-367. (Emphasis added.)

In Manning, the plaintiff further contended that an oral agreement had been made between defendant and her (who was the sole beneficiary of decedent’s will), that the will would be probated, but that she (plaintiff) would receive one-fourth of the testatrix’s estate. On this point, this court held that the plaintiff’s claim failed because there was no writing to evidence the agreement. Id. at 367.

In Mueller v. Banks, 300 S.W.2d 762 (Tex.Civ.App. — San Antonio 1957, writ ref’d n. r.

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Bluebook (online)
561 S.W.2d 564, 1978 Tex. App. LEXIS 2791, Counsel Stack Legal Research, https://law.counselstack.com/opinion/womack-v-worthington-texapp-1978.