Allen v. Heinatz

212 S.W.2d 987, 1948 Tex. App. LEXIS 1379
CourtCourt of Appeals of Texas
DecidedMay 26, 1948
DocketNo. 9715.
StatusPublished
Cited by2 cases

This text of 212 S.W.2d 987 (Allen v. Heinatz) 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
Allen v. Heinatz, 212 S.W.2d 987, 1948 Tex. App. LEXIS 1379 (Tex. Ct. App. 1948).

Opinion

McClendon, chief justice.

The controlling question here is whether commercial limestone is included in a devise of “the mineral rights” in a 400-acre tract of land. By a codicil to her will dated September 29, 1922, Mrs. Heinatz devised to her daughter Dora her homestead in Bagdad, Williamson County, absolutely, “also the surface rights exclusive of the mineral rights, of 400 acres more or less of wood land in connection therewith, absolutely.” In the same codicil she devised “the mineral rights of the 400 acres more or less of wood land above mentioned, with right of ingress and egress” to trustees for the benefit of all her children. Plaintiffs claim under the devise of the “mineral *988 rights” and defendants claim under Dora. In a jury trial, the judgment was in favor of plaintiffs, in effect decreeing that limestone was included in the devise of “mineral rights”; and defendants have appealed.

The facts pertinent to this controlling question are without substantial dispute.

Mrs. Heinatz, a widow, had seven children including Dora, who never married and lived with her mother in the old home place. Mrs. Heinatz’s original will was executed January 31, 1912. In it she gave Dora a life estate in the home place and in the 400 acres, such estate, in case of her marriage, to terminate five years thereafter. By codicil of August 28, 1915, this provision was revoked, and the home and 400 acres given to Dora, with the proviso that should she die without issue the property should go to others. By the codicil of September 29, 1922, this latter provision was revoked and that stated above substituted. Mrs. Heinatz died in 1935, and the will was duly probated. The old town of Bagdad, where the home place was located, was about four miles west of Leander. The 400 acres was west of the home tract and separated from it by another tract. It was about 400 varas wide and 900 varas long, in a very rough part of the country, underlaid with limestone, of which there were many outcroppings on the surface. The soil was thin, only from 15 to 40 acres being susceptible of cultivation. It was never fenced until some years after Mrs. Heinatz’s death; and had been used only for the wood for domestic purposes, fences, etc. Prior to 1929 no limestone had been quarried for commercial purposes in that section. During 1919 to 1921 there had been a great deal of oil excitement and activity in the community, drilling machinery passing the Heinatz home frequently. Mrs. Heinatz executed two oil and gas leases in June and October 1919. These leases were excluded.

We attach no particular significance to the use of the words, “surface rights exclusive of mineral rights,” in the devise to Dora, and the words, “mineral rights * * * with right of ingress and egress” in the devise to the trustees. It is clear that Mrs. Heinatz intended by the two devises to dispose of all interest in the land, severing the mineral title (mineral rights) from the non-mineral title (surface rights). In other words the trustees took title absolutely to the entire mineral estate; and Dora the entire title to the land other than the mineral estate.

Nor do we attach any significance to the fact that the two estates were devised in the same instrument, and no presumption of granting the largest estate possible would apply as to either estate, as would be the case of a grant with reservation in the grantor.

The sole question we have here for decision is whether the term “mineral rights” as used in the will included limestone. Upon this question appellants invoke the rule that in determining the author’s intent, the language of a written instrument must be interpreted in the light of the circumstances surrounding its execution. This is a rule of ancient origin, and has been variously stated and applied. “The courts * * * may avail themselves of the same light which the parties enjoyed * * * and may place themselves in the same situation as the parties * * * in order that they may view the circumstances as those parties viewed them, and so judge the meaning of the words and the correct application of the language and the thing described.” Lockwood v. Ohio River R. Co., 4 Cir., 103 F. 243, quoted with approval in Stevens v. Galveston, H. & S. A. R. Co., Tex.Com.App., 212 S.W. 639, 642. The A.L.I. Restatement (Property, Vol. 3, § 242) formulates the rule thus: “The judicially ascertained intent of a conveyor is normally determined by the language employed in the conveyance, read as an entirety and in the light of the circumstances of its formulation.”

We agree with appellees’ statement that the meaning of the language employed is : “Certainly not (to be arrived at) by a Gallup Poll, nor equally under the rules of such parlor games as 'Animal, Vegetable, Mineral.’” The meaning applied must be that usually and ordinarily understood to apply to the same or similar language used in instruments of this char *989 acter. The fact that there was oil excitement in the community at the time and that Mrs. Heinatz had made two oil and gas leases on the property, might be pertinent were the issue that of her motive in changing her will in the particular involved; but those facts, standing alone, would not limit the meaning of the words “mineral rights” to oil and gas, or otherwise abridge their meaning. Anderson & Kerr, Drilling v. Bruhlmeyer, 134 Tex. 574, 136 S.W.2d 800, 127 A.L.R. 1217.

Unless there is some essential difference from the viewpoint of inclusion within the general meaning of “mineral rights,” in an instrument of this character between com-mcrical sand and gravel, on the one hand, and commercial limestone, on the other, the instant case is ruled by the decision in the recent case of Psencik v. Wessels, Tex. Civ.App., 205 S.W.2d 658 (error ref.). Certainly no general designation of minerals or mineral rights could be more inclusive than that employed in the Psencik case. The basic consideration for the holding in that case that sand or gravel was not included in the general term “all minerals of whatever description, be the same gaseous, liquid, or solid” is embodied in the following quotation:

“It is a matter of common knowledge that where those subjects are dealt with they are referred to specifically (e. g. see Gantt v. McClellan, Tex.Civ.App., 252 S.W. 229, 233, error refused) and that in the common vernacular of those dealing in farm lands and mineral rights the term ‘minerals’ does not include ordinary commercial gravel. It might as well be held to include fertile top soil which, under conditions arising subsequently to the grant, should become commercially valuable for replenishing lawns in an adjacent city, or other soil for filling lots or building roads. It would serve no useful purpose to analyze the specific provisions of the reservation in question. Its terms do not indicate or suggest that sand or gravel is included.”

These considerations apply with equal force to commercial limestone as to commercial sand and gravel. It might be appropriately added here that the term “minerals” might as well be held to include soil suitable for making adobe building blocks, as to ordinary stone used for the same purpose.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Heinatz v. Allen
217 S.W.2d 994 (Texas Supreme Court, 1949)

Cite This Page — Counsel Stack

Bluebook (online)
212 S.W.2d 987, 1948 Tex. App. LEXIS 1379, Counsel Stack Legal Research, https://law.counselstack.com/opinion/allen-v-heinatz-texapp-1948.