DocketNumber: No. 1365. [fn*]
Citation Numbers: 289 S.W. 79
Judges: O'Quinn, Walker
Filed Date: 11/9/1926
Status: Precedential
Modified Date: 11/14/2024
This is a suit in trespass to try title to 100 acres of land, more or less, a part of the J. S. Johnson one quarter league in Jefferson county, Tex., brought by appellee, H. Lawson Gray, against the appellants. The suit was filed in the district court of Jefferson county, Tex., September 27, 1917. The cause was tried on plaintiff's third amended original petition, filed April 9, 1925, which contained the usual allegations of trespass to try title, and for rents in the sum of $4,000.
The defendants appellants went to trial on their sixth amended original answer, filed April 3, 1925, by which they pleaded a general denial and not guilty, and the 2, 3, 4, 5, and 10 years' statutes of limitation, and, by way of cross-action, defendants set up an action of trespass to try title against plaintiff to the land in question, and, further, by way of cross-action, pleaded that the deed under which plaintiff, H. Lawson Gray, claimed title to the land from Sam Lee Gray, dated June 23, 1911, was not intended as an absolute conveyance, as denoted by the terms of the deed, but that said deed was, in fact, a mortgage given by said Sam Lee Gray to said H. Lawson Gray to secure the payment of certain sums of money owed to said H. Lawson Gray and by him to be advanced to said Sam Lee Gray, and that said land was conveyed by said Sam Lee Gray to said H. Lawson Gray in trust by an agreement in writing, the allegations in said cross-action as to the said trust agreement being as follows:
"(d) That the instrument dated June 23, 1911, and relied upon by the plaintiff, was not a conveyance of the property, but was in truth and in fact a mortgage given by said Sam Lee Gray to the plaintiff to secure the said plaintiff in the collection of certain alleged sums of money claimed to have been advanced to said Sam Lee Gray, and certain advancements to be made in the future, and it was agreed and understood between the said Sam Lee Gray and H. Lawson Gray, before and at the time of the execution of the said alleged instrument, that same was solely for the purpose of securing the plaintiff in the payment of money, and that the title to said property remained in the said Sam Lee Gray, and that the said Sam Lee Gray could at any time pay off any sums of money owing the plaintiff and receive a reconveyance of his property.
"(e) That in pursuance of said agreement, and to give written evidence thereof, the said plaintiff herein and said Sam Lee Gray entered into a written contract or declaration of trust, contemporaneously with said purported deed, and as a part of the same transaction, by the terms of which it was mutually agreed in writing that said conveyance constituted only a security for indebtedness, and that the said Sam Lee Gray could at any time pay to the plaintiff any sum then due and receive a reconveyance of his property, which said agreement, although made, executed, and delivered to the said Sam Lee Gray, has never been recorded, and these defendants allege and charge that same passed into the hands of the plaintiff, as representing the estate of his brother, Sam Lee Gray, or was destroyed or suppressed by the plaintiff, and plaintiff is hereby notified to produce the original of said instrument on the trial, otherwise secondary proof of its contents will be made.
"(f) These defendants further say that among the provisions of said contract are the following:
"``The State of Texas, County of Jefferson.
"``This memorandum of an agreement between Sam Lee Gray and H. Lawson Gray, executed this 23d day of June, A.D. 1911, witnesseth:
"``Whereas, the said Sam Lee Gray has this day conveyed to H. Lawson Gray certain property more fully described in the deed and being the same land set apart to the said Sam Lee Gray on partition between Geo. C. O'Brien, H. L. Gran, and Sam Lee Gray, now this instrument is executed to declare the trust upon which said conveyance was executed, and the same are as follows:
"``(1) That said H. Lawson Gray is hereby authorized to sell or exchange the said land, or to convey same for any purpose deemed by him advantageous to the interest of said Sam Lee Gray. *Page 81
"``(2) Out of the proceeds of such sales the' said H. Lawson Gray may retain a sufficient sum to compensate him for outlays which he has made or may then have made for the account of said Samuel Lee Gray or invest for the benefit of him, the said Samuel Lee Gray.
"``(3) The said Samuel Lee Gray shall have the right to accounting of said H. Lawson Gray at periods of not less than six months apart and may at his option demand and have surrender of said property at any time on the payment of the lawful charges of the said H. Lawson Gray against it.
"``(4) It is intended that the power of sale of said H. Lawson Gray during the continuance of this trust shall be complete and remain in operation so long as there remain any lawful charges of said H. Lawson Gray against it, and it is understood that the said H. Lawson Gray shall promptly sell off enough of said property to pay all delinquent taxes thereon.'"
To the cross-action of defendants, alleging that the deed from Sam Lee Gray to H. Lawson Gray, dated June 23, 1911, was not an absolute deed as it purported to be, but that same was made in pursuance of the written agreement alleged by defendants (above set out), plaintiff, H. Lawson Gray, by his third supplemental petition filed April 9, 1925, denied the allegations contained in said cross-action, and specially pleaded the statute of 4 years' limitation in bar of defendants' right to ingraft such trust upon his deed to said land, and that defendants were, by the statute of 4 years, barred from recovering the land under the facts alleged in their cross-action.
The cause was tried on April 9, 1925, before the court with a jury, and after the evidence was closed on April 15, 1925, the court instructed the jury to return a verdict for the plaintiff appellee for the land in controversy, and for the sum of $2,012.20 as rents and damages, which was done, and Judgment rendered accordingly. Motion for a new trial was overruled, and the case is before us on appeal.
Appellants present 11 propositions, based upon 67 assignments of error. Their first proposition urges that the court erred in refusing to submit to the jury the question whether or not they purchased the land in question from Sam Lee Gray in good faith, for a valuable consideration, and without notice of the prior unrecorded deed from Sam Lee Gray to H. Lawson Gray, appellee.
Both parties claim through Sam Lee Gray. On June 23, 1911, for a valuable consideration, he executed and delivered a warranty deed to H. Lawson Gray for the land in question. This deed was placed of record June 28, 1911. On June 26, 1911, for a valuable consideration, Sam Lee Gray executed a warranty deed to W. P. H. McFaddin, V. Wiess, and W. W. Kyle, trustees for the McFaddin, Wiess Kyle Land Company, conveying the same land. This deed was recorded the day of its execution, June 26, 1911. At the time of the execution of both deeds and for some time prior thereto, one John Puccio was in possession of the land under a rental contract with H. Lawson Gray. When the deed to W. P. H. McFaddin et al. was executed and delivered by Sam Lee Gray, he also gave a written statement or order to McFaddin to Puccio, directing him to turn the property over to McFaddin which he did, and appellants went into possession. Appellants contend that these facts raised an issue of fact that should have been submitted to the jury as to whether they were innocent purchasers. We think the contention should be overruled. While it is true that, at the time Sam Lee Gray executed the deed to appellants, the deed to H. Lawson Gray was not of record, still he was in possession of the land by and through his tenant, Puccio. McFaddin made no inquiry of either Puccio or H. Lawson Gray, but bought without any inquiry whatever as to whose tenant or by what right Puccio was on the land. If at the time he bought from Sam Lee Gray he had made inquiry of Puccio, he would have found that Puccio was on the land under a contract with H. Lawson Gray, and further inquiry of H. Lawson Gray would have given McFaddin the information that he (H. Lawson Gray) had a deed to the land from Sam Lee Gray of date June 23, 1911.
It has been universally held in this state that one purchasing apparent title to land as against one in possession, either in person or through a tenant, cannot be an innocent purchaser as against the holder of the land, if he fails to make inquiry of such holder, unless the one claiming to be an innocent purchaser shows by evidence that inquiry of the person in possession would not have developed facts putting him upon notice of the title of the possessor. Watkins v. Edwards,
Appellants' second proposition asserts that the court erred in refusing to submit to the jury the question of whether John Puccio, who was in possession of the land in controversy at the time appellants purchased same from Sam Lee Gray, was holding the land as the tenant of H. Lawson Gray or Sam Lee Gray. This assignment is overruled.
The testimony of Puccio is that he rented the land from H. Lawson Gray, and was occupying it as his tenant. He was paying $6 a month for the property, and all his dealings were with H. Lawson Gray. He said that he did not know Sam Lee Gray. But appellants say that it became a question of fact for the jury whether H. Lawson Gray rented the land to Puccio as the agent of Sam Lee Gray or for his own account. If it be conceded that at the time H. Lawson *Page 82 Gray rented the land to Puccio he did so as the agent of Sam Lee Gray, still when Sam Lee Gray conveyed the land to H. Lawson Gray, which was prior to the time McFaddin purchased same, Puccio thereupon became the tenant of H. Lawson Gray. The undisputed record is that, had inquiry been made of Puccio, it would have developed the fact that he was holding under contract with H. Lawson Gray, and not Sam Lee Gray, for, as a matter of law, when Sam Lee Gray conveyed the land to H. Lawson Gray, Puccio thereupon became a tenant of H. Lawson Gray and ceased to be the tenant of Sam Lee Gray. Therefore inquiry of Puccio by McFaddin at the time he took the deed from Sam Lee Gray would have developed that he was the tenant of H. Lawson Gray, and inquiry of H. Lawson Gray would have developed his title.
Appellants' complaint that the court erred in refusing to submit to the jury the question whether they had title to the land under the 5 years' statute of limitation must be overruled. W. P. H. McFaddin, witness for defendants, testified:
"In 1911, I rendered 662.39 acres. I rendered it because I was superintendent of the mill and general manager, and had it done; if I had it done, I supervised it. I rendered it for the McFaddin, Wiess Kyle Land Company. I am talking when I use ``I' or ``we' for the McFaddin, Wiess Kyle Land Company. I paid the 1911 taxes January 12, 1912. In 1912, I rendered 640 acres. In 1911, 662.39. * * * I rendered less land in 1912 than I rendered in 1911. * * * I never sold any at all."
The suit was filed September 27, 1917. It was necessary for appellants to show payment of taxes for the year 1912. The above testimony of McFaddin shows that appellants did not increase their tax rendition on the Johnson, so as to include the land in controversy until 1913. It also appears that appellants did not sell any of their lands on this survey during the years 1911, 1912, and 1913. We do not think the evidence raised the issue of the payment of taxes for the year 1912. Bassett v. Martin,
By their fourth proposition, appellants complain that the court erred in refusing to submit to the jury the question of whether H. L. Gray, appellee, acquired the fee-simple title to the land in controversy by virtue of the deed from Sam Lee Gray to H. L. Gray, or whether appellee was merely holding the land in trust for Sam Lee Gray; and by their tenth proposition, that the court erred in refusing to submit to the jury the question whether or not the deed from Sam Lee Gray to H. L. Gray was intended as a mortgage to secure the payment of some indebtedness by Sam Lee Gray to H. L. Gray.
We will consider these propositions together. We think they should be overruled. As we view the record, there was no evidence raising the issue that the deed from Sam Lee Gray to H. Lawson Gray, dated June 23, 1911, was intended to convey the land in trust by Sam Lee Gray, but, if there was any evidence tending to show such trust, same was barred by the statute of 4 years' limitation, which was specially pleaded in defense by appellee. Appellee contends that under the pleadings and evidence appellants' cross-action seeking to show that the deed from Sam Lee Gray to H. Lawson Gray, dated June 23, 1911, was not an absolute deed, but was made in pursuance of the certain trust agreement, was barred by the 4 years' statute of limitation, because first, under the pleadings of appellants setting up said cross-action, said alleged trust was created by said written agreement of June 23, 1911, and it was not sought to be enforced by appellants until the filing of their cross-action setting up the same on the 3d day of April, 1925, and, second, the undisputed evidence shows that the trust agreement in connection with the deed from Sam Lee Gray to appellee has been continuously denied and repudiated by appellee from said 23d day of June, 1911, to time of the trial of the suit; hence that, if said trust agreement ever existed, it was therefore barred by the 4 years' statute of limitations.
The deed from Sam Lee Gray to H. Lawson Gray, appellee, was dated June 23, 1911. The trust agreement alleged and asserted by appellants was of the same date. Appellants' cross-action setting up said trust agreement, by which they sought to draw to themselves the legal title to the land in controversy, was filed April 3, 1925. The transcript contains appellants' fourth amended original answer, containing a cross-action setting up said trust agreement, which was filed June 4, 1919, but this was dismissed by appellants on June 5, 1919, which is evidenced by a trial court docket entry in evidence. It is undisputed that appellants knew of H. Lawson Gray's claim to the land and of the deed from Sam Lee Gray to H. Lawson Gray from and after less than a week of the date of said deed. The record is ample to show that H. Lawson Gray was continuously claiming the land. It was more than 7 years from the date of the deed to appellants until this suit was filed, and more than 13 years from the date of the deed until the filing of the cross-action by appellants. This cross-action, based upon the trust relationship alleged, and its repudiation, is governed by the 4 years' statute of limitations. Article 5529 (5690), Revised Civil Statutes 1925; Emmons v. Jones (Tex.Civ.App.)
Appellants' fifth proposition says that the court erred in peremptorily instructing the jury to return a verdict for appellee for rents and damages in the sum of $2,012.20, insisting that same was a question for the jury. It is thought the proposition is without merit. The only testimony in the record as to the rental value of the land was that of W. P. H. McFaddin, witness for appellants, who testified:
"The reasonable rental value of the high land at that time (1911) was about $5 an acre, and the marsh wasn't worth anything scarcely, 15 cents an acre. As to its sustaining that value since then, I think it is about that. That is about the way that land rents. You can't pay any more for it and make anything out of it."
McFaddin testified that there were 35 acres of high land in the tract. The deed called for 100 acres, more or less. Appellants purchased the land on June 26, 1911, and McFaddin testified that they immediately took possession. The suit was filed September 27, 1917. The pleadings of the parties were amended from time to time, and the judgment from which this appeal was taken was rendered April 15, 1925. The testimony showing without dispute that the rental value of the land per acre was $5 for the high land and 15 cents per acre for the marsh, and there being 35 acres of the high land, leaving 65 acres of marsh, the amount instructed by the court is considerably less than the amount would be if correctly calculated for the time from appellants' taking possession to the date of the judgment. This, however, is in favor of appellants, of which they cannot complain, and appellee makes no complaint. There being no dispute as to the rental value of the land per acre, and the quantity of land being sufficiently certain, it became a mere matter of calculation, and there was no question of fact to submit to the Jury.
Appellants' sixth proposition is:
"The court abused its discretion in refusing to permit appellants to read from the testimony of a previous trial of this case the testimony of the witness John Puccio, who, at the time of this trial, was admitted to be dead."
Abstractly stated and without explanation, the proposition might show error, but, when viewed in the light of the record, we do not think any error is shown. At a former trial of this case, Puccio testified fully, and his testimony was preserved in the record of that trial. In the instant trial both appellants and appellee introduced portions of Puccio's testimony given at the former trial — full opportunity was had for the introduction of any part of the testimony desired. At the time the request, the refusal of which is complained of, was made, the evidence had been concluded, and appellee had moved for an instructed verdict, and said motion discussed by both parties. It was a matter of the court's discretion whether he would reopen the case for the introduction of other evidence, and we do not think an abuse of such discretion is shown. A mere reading of appellants' proposition would create the impression that the court excluded the testimony because the witness was dead, and therefore the evidence offered was not admissible, but the record discloses that it was refused on the ground that both parties had closed the evidence and appellee's motion for an instructed verdict fully argued.
In Texas P. Railway Co. v. Curry,
"Where there was a failure to use due diligence to offer evidence at the proper time, it was not error to refuse to admit it during the argument of the case."
See, also, Cotton v. Jones,
By the seventh proposition, appellants assert that the court abused his discretion in refusing to permit appellants to prove by its witness McEaddin that he presented an order from Sam Lee Gray to John Puccio, directing Puccio to deliver possession of the land in controversy to McFaddin, and that Puccio honored the order. The witness McFaddin was on the stand twice, and testified at length — his testimony covers more than 30 pages of the statement of facts. After both parties had closed, and appellee had filed a motion for an instructed verdict, and same had been discussed by counsel for both parties, the request was made to place the witness back on the stand. It is the general rule that it is within the discretion of the court whether the case shall be reopened and further evidence introduced after the testimony has been closed. See authorities next supra. Furthermore, the witness, we think, had already testified fully as to this matter. He testified:
"At the time I bought this land from Sam Gray he claimed he had a tenant on the land, *Page 84 an Italian by the name of Puccio, I believe his name was. I received an order or paper in writing from Sam Gray, directing Puccio to turn the property over to me. I took it down and showed it to Puccio, and he said, ``All right.' He said he had a crop down there and that he would like to have time to get his crop off, and I told him all right; that he could have all the time he wanted. I said that Sam Gray gave me an order on Puccio in writing. Sam Gray told me he had a tenant and told me who it was, and Puccio told me he had the land in cultivation and had a crop on it, and when I showed him that order he said, ``All right; I want a chance to get my crop off.' This is the order Sam Gray gave me to Puccio, and I produced that to Puccio, and Puccio acknowledged it and honored it."
The order itself was then introduced. No abuse of discretion is shown, and the proposition is overruled.
Appellants' eighth and ninth propositions are:
Eighth:
"The court erred in refusing to permit appellants to prove by A. D. Lipscomb that he prepared the deed from Sam Lee Gray to H. L. Gray to the land in question, and that at the time he prepared said deed he also prepared another instrument in writing showing that the deed from Sam Lee Gray to H. L. Gray was merely intended to convey the naked title to H. L. Gray to be held in trust for the benefit of Sam Lee Gray."
Ninth:
"The court erred in refusing to permit the appellants to prove by A. D. Lipscomb conversation between himself and H. L. Gray and Sam Lee Gray, which occurred immediately before he drew the deed from Sam Lee Gray to H. L. Gray (as more fully shown by assignment of error No. 19, par. 19, appellants' motion for new trial)."
We will consider the above propositions together. The record discloses that Judge Lipscomb was, and for many years had been, the legal advisor and attorney for H. L. Gray, and that in the drawing of the deed and the matters pertaining thereto he was acting as the legal advisor of said H. L. Gray. That being true, all matters communicated between Judge Lipscomb and H. L. Gray pertaining or relative to the matters in question were privileged communications, and the court did not err in sustaining appellee's objection to the proffered testimony and excluding it. Greenleaf on Evidence, §§ 237, 238; Warner Elevator Mfg. Co. v. Houston (Tex.Civ.App.)
In the case of Warner Elevator Mfg. Co. v. Houston, supra, it is said:
"The rule is well established, upon the ground of public policy, that an attorney will not be allowed to disclose confidential communications made to him by his client, or matters that come within the ordinary scope of his professional employment, either from a client, or on his account and for his benefit, in the transaction of his business; or, which amounts to the same thing, if he commits to paper, in the course of his employment on his client's behalf, matters which he only knew through his professional relation to the client, he is not only justified in withholding such matters, but bound to withdraw them, and will not be compelled to disclose the information or produce the papers in any court of law or equity, either as party or as witness."
McIntosh v. Moore, supra, holds:
"An attorney may not testify as to inquiry made by the client during consultation as to what effect the destruction of testator's will would be."
Judge Key, in Emerson v. Scott, supra, says:
"An attorney to whom testator, during consultations as to drawing the will, stated that the debt of the plaintiff released by the will was secured by a deed of plaintiff's property to defendant, may not, in an action by plaintiff against the heirs and devisees of testator to cancel the deed, testify to such fact."
Appellants, in their brief, make the statement that "the law with respect to privileged communications does not apply to attorneys employed to draw papers, such as deeds, mortgages, or other similar instruments in writing," and cite numerous authorities to sustain same. We have examined these citations, and do not find them in point, when considered in relation to the facts in the instant case.
But appellants insist that, the witness Judge Lipscomb having testified on a former trial of the case with respect to the matters here sought to be proven by him without objection on his part or that of appellee, the privilege was waived, and that the court erred in not overruling appellee's objection to the proffered testimony and excluding same.
Without stating his evidence bearing on this question, we will say that the record reflects that at the first trial of this cause Judge Lipscomb was a witness, introduced by appellants, and that he testified as shown by appellants' bill of exception No. 8, the substance of which testimony we do not deem necessary to state; that upon a second trial appellants again placed Judge Lipscomb on the stand as a witness for them, and at this time he refused to testify about the transaction, for the reason that the matters inquired about were privileged between him and his client, H. Lawson Gray. The court ruled the testimony admissible, and when Judge Lipscomb still refused to testify concerning the matters sought to be elicited, the court held him in contempt and permitted the announcement of ready for trial to be *Page 85
withdrawn and continued the case. Judge Lipscomb sought to free himself from the judgment of contempt by a writ of habeas corpus sued out before the Supreme Court, and Ex parte Lipscomb,
The object of the law, in cases like the instant case, being to protect the rights of the client in his property, in the trial of a case touching same, the mere failure to object in one trial should not be held to affect or amount to a waiver of his right to object in another trial, for, just as we think it was in this case, the client might think the testimony not injurious to his rights, whereas the testimony in the second trial might be different or more inclusive than that in the first, when he would determine to avail himself of the objection. We do not believe that this in any way conflicts with the holding in Steen v. National Bank (C.C.A.) 298 F. 36, cited by appellants. However, and especially under the facts of this case as reflected by the record, we do not believe that the rule as announced by the decisions of some courts that "a privilege once waived cannot be claimed on a subsequent trial" should be followed. It is not believed that any element of estoppel on the part of appellee to claim the protection by him urged exists to prevent him doing so. He at no time introduced the witness whose testimony is desired, he did not testify relative to the matter himself, nor does it appear that he has in any way misled appellants in the matter; hence we think the better view is that under the circumstances his failure to object on the former trial does not constitute an irrevocable waiver of the privilege. We think this conclusion is not only supported by the better reason, but by well-considered opinions of other courts. Maryland Casualty Co. v. Maloney,
For the deed from Sam Lee Gray to H. Lawson Gray of date June 23, 1911, to be shown to be a conveyance in trust, an agreement to that effect between Sam Lee Gray and H. Lawson Gray must have existed at or prior to the making of the deed. We think that the testimony of Judge Lipscomb contained in the record, and as shown by *Page 86 appellants' bill of exception No. 8, is clear that he knew of no such agreement on the part of Sam Lee Gray; that Sam Lee Gray was not present when he prepared the deed; that Sam Lee Gray knew nothing of the trust agreement which Judge Lipscomb says he drew as a scruple on his part between himself and H. Lawson Gray. The rule as to establishing a trust upon an absolute conveyance is
"Where a deed or other written instrument is absolute in form, the parties thereto must be presumed to have intended the legal effect of its terms. A strong presumption arises against the existence of a trust. The burden or proof is upon the parties seeking to establish a trust with respect to such instrument, and a greater weight of evidence is necessary than a mere preponderance."
Tested by this rule, the court did not err in excluding Judge Lipscomb's testimony, because, if admitted, it would not have tended to prove that Sam Lee Gray had agreed with H. Lawson Gray that the absolute deed from him to H. Lawson Gray was other than an absolute deed to the land. Therefore, if it could be that there was error in the exclusion of the testimony, it was harmless error.
Appellants' eleventh proposition complains that the court erred in instructing the jury to find for appellee, for in that appellants were the owners of 11.28 acres of land described in appellee's petition under a source of title independent of the common source of title. We think the proposition should be overruled. The description of the land in controversy is the same in the deeds from Sam Lee Gray, the common source, to H. Lawson Gray and to appellants. It conveys the land within certain named bounds, less certain named tracts, and amounts to 100 acres, more or less. The rule as to common source of title is that, when the plaintiff has proved that he and the defendant claim title to the land from a common source, and that of the two titles emanating from the common source his is the superior, he shows a prima facie right to recover. This is, however, a rule of evidence, and not of estoppel. Rice v. Railway,
The judgment should be affirmed, and it is so ordered.
Affirmed.
Ex Parte A.D. Lipscomb , 111 Tex. 409 ( 1922 )
Pontiac Buggy Co. v. Dupree , 23 Tex. Civ. App. 298 ( 1900 )
Rice v. St. Louis, Arkansas & Texas Railway Co. , 87 Tex. 90 ( 1894 )
Downing v. State , 61 Tex. Crim. 519 ( 1911 )
Bassett v. Martin , 83 Tex. 339 ( 1892 )
Emerson v. Scott , 39 Tex. Civ. App. 65 ( 1905 )
Chicago, Texas & Mexican Central Railway Co. v. Titterington , 84 Tex. 218 ( 1892 )
Paris Grocer Co. v. W.H. Burks , 101 Tex. 106 ( 1907 )
Green v. Churchwell , 1920 Tex. App. LEXIS 619 ( 1920 )
Farmers Loan & Trust Co. v. Beckley , 93 Tex. 267 ( 1900 )
Emmons v. Jones , 246 S.W. 1052 ( 1922 )
Word v. Houston Oil Co. of Texas , 1912 Tex. App. LEXIS 88 ( 1912 )