Banner v. Rolf

94 S.W. 1125, 43 Tex. Civ. App. 88
CourtCourt of Appeals of Texas
DecidedMay 2, 1906
StatusPublished
Cited by2 cases

This text of 94 S.W. 1125 (Banner v. Rolf) 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
Banner v. Rolf, 94 S.W. 1125, 43 Tex. Civ. App. 88 (Tex. Ct. App. 1906).

Opinion

KEY, Associate Justice.

This is a proceeding by the heirs at law of Johanna Petterson, deceased to have set aside and declared void certain provisions of the will of the decedent. It originated in the County Court, reached the District Court by appeal, and from a judgment of that court in favor of the contestee the contestants have appealed. There is no statement of facts, and the case is submitted in this court on the trial judge’s findings of fact, which are as follows:

“1. Mrs. Ida Banner, Gus Bergquist, Mrs. Matilda Lonn, Karoline Albertina Mild, Mrs. Annie Sophia Johnson, Carl Johan Emil Johnson-Strand, Carl Freithof Engborg, John Bror Engborg, and Carolina Eleanora Hapsch, are the heirs at law of the deceased, Johanna Petter *90 son. The other contestants named in the pleadings are the husbands of those of the above named contestants who are married women.
“2. John Rolf, contestee, is the duly appointed, qualified and acting executor of the last will of the deceased Johanna Petterson.
“3. The will of Johanna Petterson, deceased, was duly probated by order of the County Court of Travis County, Texas, on April 12, 1902.
“4. The will of said deceased consists of eleven paragraphs each bearing a distinct number, and the fourth, fifth and tenth paragraphs thereof, which are the subject of this contest, read as follows:
“ ‘Fourth.—I give and bequeath and devise to the trustees of the Swedish Evangelical Lutheran Church of blew Sweden, Travis County, Texas, a certain tract of land, the same being my homestead, and consisting of two hundred and six and two-thirds acres of land in Travis County, Texas, described as follows, to wit: One hundred and six and two-thirds acres out of the Thomas Smith survey, with metes and bounds as follows: Beginning at the northwest corner of the J. A. Stanline survey; thence south sixty degrees east, nine hundred and fifty varas to stone for corner; thence north thirty degrees east,- six hundred and thirty-three and one-half varas to stone for corner; thence north thirty degrees east, six hundred and thirty-three varas to stone in Cottonwood creek; thence north sixty degrees west, nine hundred and fifty varas to stone for corner; thence south, thirty degrees west, six hundred and thirty-three and one-third varas to place of beginning, containing one hundred and six and two-thirds acres of land, more or less.
“And one hundred acres of land out of the Theophilus Elison survey in Travis County, Texas, with metes and bounds as follows: Beginning at the northeast corner of the east half of the T. Elison survey for the northeast corner of this survey, thence north sixty degrees west, seven hundred varas to stake; thence south - degrees west, eight hundred and six varas to stake; thence south sixty degrees east, seven hundred varas; thence north thirty degrees east, eight hundred and six varas to place of beginning, containing one hundred acres of land, more or less, together with all and singular the rights, members and appurtenances to the same in any manner belonging unto the said Swedish Evangelical Lutheran Church, for the benefit and support of the poor helpless and dependent members and orphan children of said church, and if there should ever be a division in said church, this request shall remain with and to the original Swedish Evangelical Lutheran Church of blew Sweden, Travis County, Texas.
“ ‘And it is my will that said two hundred and six and two-thirds acres of land shall never be sold or conveyed, but that the said Church shall distribute the yearly income from the same to its dependent orphans and members as above directed.
“ ‘It is also my will that that three acres out of the northwest corner of the above described one hundred and six and two-third acre tract of land be set aside for use as a building site for school purposes, the same to be administered and controlled by the trustees of said church.
“ ‘Fifth.—I give and bequeath to Eric Pearson and his wife, Martha Pearson, for their use and behoof during their natural lives, thirty acres of land out of the Thomas Smith survey described as follows, to wit: Beginning at the southwest corner of C. M. bTewgrews survey of one *91 hundred and six and two-thirds acres, part of said Smith survey; thence north sixty degrees west, with Stámline’s north line, four hundred and eighty three and one-half varas to the southwest corner of this tract of land; thence north thirty degrees east, three hundred and fifty and one-fourth varas, to stake for northwest corner of this tract; thence south, sixty degrees east, four hundred and eighty-three and one-half varas, to a fence post in a drain (marked X) on the line between Mrs. Petterson’s and C. M. Newgrews surveys; thence south thirty degrees west, three hundred and fifty and one-fourth varas, to the place of beginning, containing thirty acres of land, more or less.
“ ‘After the death of Erich and of Martha Pearson, I give and bequeath said thirty acres of land to the Swedish Lutheran Church of New Sweden, Texas, to be used as specified in item four of this will.
“‘10. I give and bequeath the remainder of my estate not herein devised in trust to the trustees of the Swedish Lutheran Church of New Sweden, Texas, to be used in maintaining the school that shall hereinafter be established on th,e three acres of land designated in section four of this will, for school purposes.’
“5. John Rolf holds in his capacity of executor of the will of Johanna Petterson, deceased, the land described in those paragraphs of the will above set out, and the.sum of $2,259 in money, after having duly discharged all duties devolving upon him in such capacity, except the directions contained in said paragraphs.
“6. The Swedish Evangelical Lutheran Church of New Sweden is a religious corporation, duly incorporated under the laws of the State of Texas; and the parties named in the pleading as trustees, are the duly elected and acting trustees of said corporation, and were such at the date of the execution of the testator’s will, and at the date of her death.
“7. No part of the land described in clauses four, five or ten of the will is located in any incorporated city or village or within two miles thereof.”

Opinion.—Appellants assert that the fourth and tenth clauses of the will are void. The fourth is assailed upon the grounds, (1) that the beneficiaries as a class are not sufficiently described; (2) that it creates a private trust or perpetuity, for the reason that it leaves the trust to be administered by the membership of the church, thereby authorizing each member to vote for himself as a beneficiary; op (3) if the trust is to be administered by the trustees of the church, then such trustees have the power to determine that they themselves are entitled to participate in the bequest, which, it is contended, creates a private trust and not a public charity.

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Cite This Page — Counsel Stack

Bluebook (online)
94 S.W. 1125, 43 Tex. Civ. App. 88, Counsel Stack Legal Research, https://law.counselstack.com/opinion/banner-v-rolf-texapp-1906.