OPINION
On February 10, 2016, we issued an opinion and- judgment in this appeal. On February 17, 2016, Appellants Irma Le-mus and Manuel Lemus Jr. filed a motion for rehearing. .Although we deny the motion for rehearing, on our own motion, we withdraw our opinion and judgment of February 10, 2016, and substitute this opinion and judgment in its stead.
This appeal stems from a trespass to try title action. Appellants Irma Lemus and Manuel Lemus Jr. appeal the trial court’s judgment awarding Appellees John Rene Aguilar, Johnny B. Wells, Laura
Because we conclude the “March
Factual and PRocedural BackgRqund
Pursuant to a 1983 divorce, Elvira G. Aguilar
A. “March 11,2005 Will”
On March 11, 2005, Elvira and Garza signed a document titled “Will from Johnny Montoya Garza and Elvira G. Aguilar.”
B, Elvira Begins Exhibiting Signs of Dementia
In middle to late 2005, Elvira began exhibiting difficulty recognizing family members, and she was diagnosed with Al
In November 2008, Nanette suffered a recurrence of cancer, necessitating hospitalization and admittance into a long-term care facility. Nanette passed away shortly after being admitted. When Nanette was hospitalized, Elvira was also hospitalized and subsequently moved to a nursing home. The diagnosis from Elvira’s admission examination included (1) mental impairment (Alzheimer’s disease and psychosis), (2) language/cognitive impairment (symbolic dysfunction), and (3) various physical maladies (diabetes and hypertension). A psychosocial evaluation, performed on November 24, 2008, concluded Elvira was so confused as to be unaware of Nanette’s passing ten days prior.
C. January 7, 2009 Deed
Six weeks later, on January 7, 2009, Laura was visiting Elvira at the nursing home when Irma arrived. Laura testified that Elvira could not recognize any family members, including either herself or Irma.
After Laura departed, Irma and Elvira also left the nursing home. Irma and Elvira were met at a coffee shop by a notary and Elvira signed a warranty deed that was prepared by an attorney at Irma’s request. The deed conveyed the 106 Cameo Avenue property to the Lemus-es in exchange for “love and affection.” Although the attorney produced a billing statement showing the Lemuses paid for the deed’s preparation, he testified that he possessed no personal recollection of preparing the deed. The notary, who was not an employee of the attorney’s office, testified the transaction was memorable because it occurred at a Starbucks, and not a law office. She also recalled Irma’s telephone call requesting her services. Irma explainéd Elvira “was not easily mobile and asked if [Elvira] needed to be present and I did confirm that yes, she did.” The warranty deed was filed of record the following day.
.An ’ evaluation by Elvira’s doctor, conducted the day the deed was filed, opined Elvira suffered from psychosis, dementia, agitation, depression, and periods of physical aggression. Similarly, nursing notes in Elvira’s medical chart described Elvira as confused, combative, often refusing rhédi-cations, and unable to find her room without assistance.
D. Events after January 2009 ,
-Garza was employed as a long-haul truck driver and continued to occupy the home when in town until January of 2009, when the Lemuses changed the locks. Garza testified the grandchildren also had keys to the home until that time. Elvira passed away on July 1, 2011, approximately six months before Garza filed this trespass to try title suit.
Knowing many personal items were stored in the 106 Cameo Avenue residence, the Lemuses continued to allow family members access to the garage, even after the deed was filed. The Lemuses did, however, prevent Garza from mowing the lawn and Johnny B. from actually occupying the residence. On January 6, 2012, Garza filed this trespass, to try title action and was later joined by the grandchildren. In response to Garza’s suit, the Lemuses blocked all access to the residence, including the items stored' in the garage. Finally, in late 2012, almost a year- after the suit
The “Makch 11, 2005 Will”
A. Requirements of a Will
Before determining any rights conveyed under the “March 11, 2005 Will,” we must determine whether the document was a valid will. Because will construction is a question of law, an appellate court applies a de novo standard of review. See Eckels v. Davis,
Texas Estates Code section 251.051 requires, inter alia, a last will and testament be (1) in writing, (2) signed by the testator, and (3) attested to by two or more credible witnesses. See Tex. Est. Code Ann. § 251.051 (West 2014). Because the “March 11, 2005 Will” was not attested to by. two witnesses, we look to whether the document qualifies as a holographic will. See id. § 251.052 (“[A] will written wholly in the testator’s handwriting is not required to be attested by subscribing witnesses”). If the will is handwritten entirely by the testator, the testator need only affix a signature or initials to the document to execute the instrument. See id.; Trim v. Daniels,
Although the “March 11, 2005 Will” purported to be the will of both Elvira and Garza, it was handwritten by Garza. For it to be valid as to Elvira, section 251.052 required the holographic will be handwritten by Elvira and signed by Elvira. See Tex. Est. Code Ann. § 251.052. Without such, the document had to be signed in the presence of two competent witnesses. See Tex. Est. Code Ann. §§ 251.051, .052; see Triestman v. Kilgore,
Because the will was not written by Elvira or signed in the presence of two competent witnesses, we conclude the “March 11, 2005 Will” was not a valid will under section 251.051 or section 251.052 of the Texas Estate Code. See Tex. Est. Code Ann. § 251.051, .052; Triestman,
Next we address whether the “March 11, 2005 Will” constitutes a gift deed.
B. Requirements of a Gift Deed
1. Standard of Review
Whether a document is a valid gift deed is a question of law and reviewed de novo. Hausser v. Cuellar,
The Lemuses contend the document fails as a gift deed because it is testamentary in nature, has no present intent of land conveyance, and was not acknowledged, witnessed, or filed.
The appellees counter the document is a valid gift deed containing the requisite language of present intent to convey the property to the grandchildren.
8. Requirement for Valid Gift Deed
Section 5.021 for the Texas Property Code sets forth the requirements for a valid deed. See Tex. Peop. Code Ann. § 5.021 (West 2014). The document must be (1) in writing, (2) signed, (3) describe the property, and (4) delivered. See id.; Adams v. First Nat’l Bank of Bells/Savoy,
Delivery is required, but it need not be actual or immediate. See Adams,
An unrecorded or unacknowledged instrument is binding on (1) the “party to the instrument,” (2) “the parties’ heirs,” and (3) “a subsequent purchaser who does not pay valuable consideration or who has notice of the instrument.” Tex. PROP. Code Ann. § 13.001(b) (West 2014); Jones v. Smith,
L Testimony at Trial
The “March 11, 2005 Will” was admitted into evidence, and Garza testified the intention behind the document was to gift the house to the three grandchildren. The testimony substantiated that all of the children knew about the document; and, until January of 2012, the grandchildren maintained access to the home. After Garza filed the trespass to try title suit, the Lemuses restricted access to the residence in question.
5. Trial Court Findings of Facts and Conclusions of Law
The trial court found the “March 11, 2005 Will” constituted a present transfer of title of 106 Cameo Avenue residence to the grandchildren, subject to a life estate for the benefit of Elvira and Garza. The trial court further held the document met the requisites of a good and valid gift deed, transferring title from Elvira, as grantor, to the grandchildren, as grantees.
6. Analysis
Here, the key issue turns on the intent of the donor when the document was executed. Bush v. Bush,
The case of Dorman v. Arnold,
Here, the ' conveyance in the “March 11, 2005 Will” lacks present dona-tive intent. The document provides “[w]e agree that the house be evenly owned by [John, Laura, and Johnny]” and the document’s title as a will clearly implies the donor’s intent to transfer ownership of the property to the grandchildren upon the testators’ deaths. The transfer did not provide for an immediate and unconditional divestment of the donors’ interests. See Gomer,
Absent present donative intent, we conclude the “March 11, 2005 Will” was not a gift deed and the trial court erred in so finding.
Sufficiency of the Evidence to SuppoRT the TRIAL Court’s Findings
The Lemuses next challenge the sufficiency of the evidence to support the trial court’s finding that (1) Elvira lacked the mental capacity to transfer the property to the Lemuses under the January 7, 2009 warranty deed and supersede the “March
A. Standard of Review
An .appellate court sustains a legal sufficiency challenge if the record demonstrates (1) there is a complete absence of evidence on a vital fact, (2) rules of law or evidence prevent the court 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. See City of Keller v. Wilson,
When reviewing a factual sufficiency challenge, an appellate court examines all of the evidence, both the evidence that supports the finding and the evidence that controverts the finding. See Cain v. Bain,
1. Arguments of the Parties
. The Lemuses ’ contend that when the warranty deed was executed on January 7, 2009, Elvira had sufficient mind and memory to understand the nature and effect of her act.
The appellees counter the evidence substantiates that Elvira lacked mental capacity to sign the warranty deed. As proof, the appellees contend the medical records unambiguously prove Elvira suffered from Alzheimer’s disease, psychosis, and a’plethora of other cognitive impairments on January 7,2009.
2. Mental Capacity
The law presumes “a person possesses the requisite mental capacity at the time of executing a conveyance deed.” Decker v. Decker,
3. Trial Court Findings
After hearing the testimony, considering the credibility of witnesses, and reviewing Elvira’s medical records, the trial court found by a preponderance of the evidence that Elvira was (1) suffering from advanced Alzheimer’s disease, and (2) did not have the requisite capacity to understand the nature of making the conveyance or its effect in transferring ownership of the property to the Lemuses. As such, the trial court found the January 7, 2009 deed to Irma and Manuel Lemus void for want of capacity.
A Analysis
Although the Lemuses contend Elvira possessed the requisite capacity, the record is replete with evidence that Elvira suffered from advanced Alzheimer’s disease and could not understand the nature or the effect of transferring ownership of the property. Based on a review of the entire record, and testimony of the witnesses, we cannot say the trial court’s determination that Elvira lacked the requisite mental capacity was clearly wrong or unjust. Inwood Nat’l Bank v. Wells Fargo Bank, N.A.,
We next turn to whether the Lemuses are entitled to recover monies expended on repairs and improvements to the residence in question.
B. Reimbursement for Repairs and Improvements
1. Argument of the Parties
Because they expended monies for repairs and improvements in good faith, the Lemuses contend the trial court erred in failing to award costs associated with the repairs, improvements, and taxes to the 106 Cameo Avenue property. The Lemus-es further argue the appellees were unjustly enriched by the Lemuses’ labor and money.
The appellees counter the Lemuses failed to plead the claim for improvements as required by Texas Property Code section 22.021(c). See Tex. Prop. Code Ann. § 22.021(c) (West 2014). Specifically, the appellees contend the Lemuses cannot assert a good faith argument because the repairs were not begun until after the appellees filed the trespass to try title suit. Alternatively, the appellees contend that, should the court find the Lemuses acted in good faith, Texas Property Code section 22.021 only allows for recovery of the value of the improvements — not the cost of repairs — offset by the value of use and occupancy. See id. Finally, the appellees argue the Lemuses failed to provide either (1) evidence of any increase in value of the property, or (2) the value of the Lemuses use and occupancy for the preceding five years. See id.
2. Statutory Requirements
The Texas Property Code section 22.021 addresses claims for improvements:
(a) A defendant in a trespass to try title action who is not the rightful owner of the property, but who has possessed the property in good faith and made permanent and valuable improvements to it, is either:
(1) entitled to recover the amount by which the estimated value of the defendant’s improvements exceeds the estimated value of the defendant’s use and occupation of and waste or other injury to the property; or
(2) liable for the amount by which the value of the use and occupation ofand waste and other injury to the property exceeds the value of the improvements and for costs.
Id. § 22.021(a).
Additionally, the defendant asserting a claim for improvements must plead as follows:,
(1) that the defendant and those' under whom the defendant claims have had good faith adverse possession of the property in controversy for at least one year before the date the action began;
(2) that they or the defendant made .. permanent and valuable improve- ■ ments to the property while in possession;
(3) the grounds for the claim;
(4) the identity of the improvements; ■ and
(5) the value of each improvement.
Id. § 22.021(c).
3. Analysis
Texas Property Code section 22.021 does not allow for direct reimbursement for money spent, but rather for the value of the improvements offset by the value of use and occupancy. See id.; Wilhoite v. Sims,
AWARD OP ATTORNEY’S FEES
The trial court’s award of attorney’s fees was based on section 37.009 of the Texas Uniform Declaratory Judgment's Act. See Tex. Civ. Peac. &'Rem.Code Ann: § 37.009 (West 2014). Section 37.009 provides “the court may award costs and reasonable and necessary attorney’s fees as are equitable and just.” Id. “When an appellate court reverses a declaratory judgment, it may reverse an attorney’s fee award, but it is not required to do so.” Kachina Pipeline Co., Inc. v. Lillis,
Conclusion1
Because we conclude the “March 11, 2005 Will” was neither a gift deed nor a valid will for Elvira G. Aguilar, we reverse the portions of the trial court’s judgment, awarding John Rene Aguilar, Laura1 Ashley Well, and Johnny B. Wells title to the property located at 106 Carneo Avenue, San Antonio, Texas and the award of attorney’s fees. We affirm the remaining portions of the trial courts judgment, and remand this matter to the trial court for further proceedings consistent with this opinion.
Notes
. For the purposes of clarity in this opinion, all parties (with the exception of Johnny ' Garza) are referenced by their first names. Appellants aré jointly referred to as the Le-muses. ,■ ,
. We refer to this, document as the “March 11, 2005 Will” throughout our opinion.
. Because we do not find the March 11, 2005 Will was a gift deed, we need not address' the Lemuses’ contention thát Elvira’s signature was not authenticated."
