Barrows v. Ezer

668 S.W.2d 854, 1984 Tex. App. LEXIS 5266
CourtCourt of Appeals of Texas
DecidedMarch 22, 1984
DocketB14-83-332CV
StatusPublished
Cited by8 cases

This text of 668 S.W.2d 854 (Barrows v. Ezer) 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
Barrows v. Ezer, 668 S.W.2d 854, 1984 Tex. App. LEXIS 5266 (Tex. Ct. App. 1984).

Opinion

OPINION

ROBERTSON, Justice.

This appeal involves the construction of a will. Appellants are the residuary legatees (Barrows, Bledsoe, Seymour, McDaniel.) The Protestant Episcopal Church Council of the Diocese of Texas has filed a brief as an appellant. However, since there is no notice of appeal nor appeal bond filed on its behalf, it is not properly before this court. Appellees are the devi-sees (Charles G. Ezer, Leroy Ezer, and Floyd Williams) and the independent executor of the estate of the decedent (Williams). At issue is the effect of a disclaimer by devisee, Charles Ezer, and the propriety of the trial court’s striking a limitation to a grant under terms of the will. Additionally, appellees (Ezers) assert the appeal is frivolous, for which they are entitled to damages. By crosspoint they contend the trial court erred in failing to award them attorney’s fees. We affirm.

Winifred Adair Canada, the deceased, left a will which provided in Item Third:

“To the beloved friend of my late husband, who has assisted me greatly in the maintenance and conservation of my properties and estate, CHARLES G. EZER, should he survive my death, or if not, to his son, LEROY EZER, I give, devise, and bequeath all of the tracts of realty and improvements thereon situated, together with all livestock, farming and ranching equipment and machinery, and forage, of which I may be seized and possessed at the time of my death, comprising the ‘Canada Ranch’ in Chambers County, Texas; provided, however, that said ranch shall be held intact by said devisees and known and operated as the ‘Canada Ranch’ and the livestock thereon shall bear the recorded brand of George Ray Canada and Winifred Adair Canada for the full term of twenty-five years.”

(A codicil to the will devised certain stocks and bonds to Charles Ezer and Floyd Williams. Though contested in the trial court, this appeal does not involve the codicil.) Upon the death of Mrs. Canada, Charles G. Ezer filed a disclaimer, the pertinent part of which provided:

“I hereby disclaim all interest whatsoever in the property described in said Item Third.
nThis disclaimer is irrevocable and unqualified; and, it is intended to comply with Section 2518 of the Internal Revenue Code and Section 37A, Probate Code, Vernon’s Annotated Texas Statutes and should be construed to comply with those statutes.”

Concerning Item Third, the judgment of the trial court provides:

IT IS FURTHER ORDERED, ADJUDGED and DECREED that Item Third of the Will of Winifred Adair Canada does not violate the Rule Against Perpetuities. It is further ORDERED, ADJUDGED and DECREED with regard to Item Third in the Winifred Adair Canada Will that the hereinafter quoted language is an unreasonable restraint on alienation and use and is contrary to the public policy of the State of Texas and *856 further the hereinafter quoted language should be and is hereby disregarded by the court pursuant to Article 1291b V.A. C.S., said language being to-wit:
“... provided, however, that said ranch shall be held intact by said devi-sees and known and operated as the ‘Canada Ranch’ and the livestock thereon shall bear the recorded brand of George Ray Canada and Winifred Adair Canada for the full term of twenty-five years.”
It is therefore ORDERED, ADJUDGED and DECREED that the above quoted language be and the same is hereby stricken and held for naught.

Appellants combine for argument their first three points of error attacking the action of the court, as set out above. Specifically, they contend the referenced provision of the will is in violation of the rule against perpetuities and that the court was in error in striking the quoted language from the will. We do not agree. The bequest, in terms of, “I give, devise and bequeath,” immediately vested a fee simple estate in Charles G. Ezer upon the death of the testatrix. Frame v. Whitaker, 120 Tex. 53, 36 S.W.2d 149 (1931). Once title vests, it is immaterial that full possession and enjoyment of the property is postponed beyond the period of a life or lives in being and twenty-one years. Rekdahl v. Long, 417 S.W.2d 387 (Tex.1967). The trial court correctly followed the rule adopted by Texas courts that favors the vesting of estates at the earliest possible moment. Rekdahl, supra.

We also agree that the trial court correctly found the attempted restraint on alienation to be void and ordered the clause stricken. The rule against perpetuities has no relationship to restraints on alienation. If the provision of the will violated the rule against perpetuities, it would be void from the beginning, but that is not true where alienation has merely been restrained. Kelly v. Womack, 153 Tex. 371, 268 S.W.2d 903 (1954). If the terms of the will create a prohibited restraint, that limitation may be stricken without voiding the effect of the will. Kelly, supra; Frame, supra; Kitchens v. Kitchens, 372 S.W.2d 249 (Tex.Civ.App.—Waco 1963, writ dism’d). We overrule these points of error.

In their fourth point of error, appellants contend the trial court erred by giving effect to the disclaimer filed by Charles G. Ezer, as above described. The trial court judgment, in that respect, provides:

It appearing to the Court and the Court finding that the effect of the Disclaimer filed in the probate of this Estate by CHARLES G. EZER was to cause the interest of Winifred Adair Canada in the Canada Ranch and other assets described in Item Third of the Winifred Adair Canada Will to vest in LEROY EZER as of the date of her death on June 14, 1978, it is ORDERED, ADJUDGED and DECREED that title to said property vested in LEROY EZER on June 14, 1978.

Appellants do not attack the disclaimer itself. Their contention is that the disclaimer permitted Leroy Ezer, a “contingent beneficiary,” to become a beneficiary without the necessary contingency having occurred. Again, we do not agree. Appellants’ argument is in derogation of the plain provisions of TEX.PROB.CODE ANN. § 37A (Vernon 1980), which provides:

A disclaimer evidenced as provided herein, shall be effective as of the death of decedent and the property subject thereof shall pass as if the person disclaiming or on whose behalf a disclaimer is made had predeceased the decedent....

To support their position, appellants rely upon Re Waring’s Will, 293 N.Y. 186, 56 N.E.2d 543 (1944). However, as appellees point out, that case was decided long before New York’s disclaimer statute was enacted. No logical argument has been advanced as a reason for the trial court to refuse to follow the plain mandate of Section 37A, and we hold it properly did so. These points are overruled.

By crosspoint, appellees (Ezers) contend the trial court erred in failing to award them attorney’s fees.

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

Related

Gutierrez v. Stewart Title Co.
550 S.W.3d 304 (Court of Appeals of Texas, 2018)
Hicks v. Castille
313 S.W.3d 874 (Court of Appeals of Texas, 2010)
Cecil Hicks v. Tim Castille
Court of Appeals of Texas, 2010
Shields v. Texas Scottish Rite Hospital for Crippled Children
11 S.W.3d 457 (Court of Appeals of Texas, 2000)

Cite This Page — Counsel Stack

Bluebook (online)
668 S.W.2d 854, 1984 Tex. App. LEXIS 5266, Counsel Stack Legal Research, https://law.counselstack.com/opinion/barrows-v-ezer-texapp-1984.