Bartlett v. Terrell

292 S.W. 273
CourtCourt of Appeals of Texas
DecidedJanuary 26, 1927
DocketNo. 7665. [fn*]
StatusPublished
Cited by19 cases

This text of 292 S.W. 273 (Bartlett v. Terrell) 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
Bartlett v. Terrell, 292 S.W. 273 (Tex. Ct. App. 1927).

Opinion

FDY, C. J.

This is a suit instituted by appellant against Frederick Terrell, Henry Terrell, Sarah Terrell, .a feme sole, and M. A. Terrell, sole heir and surviving widow of William Terrell, deceased, to obtain the cancellation of a certain receipt or release executed by him to appellees, that a certain agreement made by appellant’s grandmother, Mrs. Sarah I. Terrell, with appellees be enforced as a trust or a contract, which agreement set apart one-half of the grandmother’s estate to appellant, and in case that could not be done then that his interest in his grandfather’s estate be established, that a complete accounting be directed and the estate partitioned, the real property owned by the said Sarah Terrell, appellee herein, be restored to the estate and accounted for in the partition of the estate. Further, that the real estate which may be allotted to the appellees be charged with liens to secure appellant in the payment of the money judgment which may be shown to be due him. The third amended petition is quite voluminous, covering 45 typewritten pages of the transcript. Appellees filed a general demurrer and special exceptions to appellant’s petition. The general demurrer was sustained by the court, and appellant declining to amend,-the cause was dismissed. •

The court will endeavor to select the salient points and the material matter from the pleading, and compress them into a compass that can be carried into an opinion, and at the same time make them intelligible and render clear the different rulings of the court on each vital part .thereof. We will, in view of the *275 action of tlie court in sustaining a general demurrer, state tlie allegations as though they were facts. Appellant claims under a will of his grandfather Charles M. Terrell, who died in the latter part of 1904, leaving a holographic will. The maker of the will was not a lawyer and wrote the will himself, without aid or suggestion. He and his wife owned a community estate, the testator’s one-half being valued at $200,000. The will was dated on January 24, in a year not named, but was labeled “Will of C. M. Terrell, Colonel TJ. S. Army, Jan’y 24/97.” It was filed for probate on December 17, 1904, and was duly probated. There were four children, issue of the marriage of Charles Milton Terrell and Sarah I. Terrell, Frederick, Henry, William, and Cornelia; the latter being the mother of appellant. The father of appellant was Col. Bartlett, an officer in the United States Army. Mrs. Cornelia Terrell Bartlett died in 1888 and Mrs. Sarah I. Terrell died about 20 years after the death of Col. C. M. Terrell; that is, in the latter part of 1924. Appellant was the .only child of his parents, who survived them. William Terrell died without issue after the death of his father, Col. Terrell, and prior to the death of his mother, Sarah I. Terrell. The appellees, Frederick Terrell, Henry Terrell, and appellant were the only heirs and devisees and beneficiaries, under two wills executed by Mrs. Sarah I. Terrell. A long list of lands and certain personal property of the total value of $400,000 was held by the community estate of Col. C. M. Terrell and Mrs. Sarah I. Terrell at the time of his death.

The will of Col. Terrell Was as follows:

“State of Texas, County of Bexar.
“I, Charles M. Terrell, Colonel United States Army, being of sound mind and memory, do make and ordain this as my last will and testament, hereby revoking- all previous wills at any time made by me before this date.
“I hereby appoint my wife,. Sarah I. Terrell, my sole executrix, of and under this will and 1 hereby request of her that she counsel with and be advised by, my son Frederick and my brother Edwin H. Terrell and no other person, in her administration of this trust. I hereby expressly direct that n-o security be required of her, and that no action shall be had or taken by any county or probate court in the settlement or distribution of my estate, and no accounting required of my said executrix, other than the probating and recording of this will, and if required by law, the filing of an inventory of said estates. Whatever is absolutely necessary to this end only and nothing more.
“It is my will that my just debts and funeral expenses be paid as soon as the same can conveniently be done; that my funeral be simple and inexpensive; that a plain slab of marble or granite six to eight inches thick, with such an inscription cut into the same on its upper side as will serve to mark the last resting place of my body.
“It is my will that the remainder of my estate, real and personal, shall go to my wife, and be disposed of by her as, she shall deem fair between our children, taking into account previous expenditures so nearly as she can estimate, made to or for each of them since childhood.
“In making the foregoing provision I am prompted by two objects. First, the prompt payment of my ’debts from the property found to be saleable and second, the depression so long existing in real estate by reason of which sale could not now be made except at a great sacrifice.
“As this will has been drawn up by myself and is now in my own handwriting, I am advised that it is not necessary my well-known signature should be attested by witnesses.
“Signed by me this the 24th day of January at the date of 64 years, 11 months, in the city of San Antonio, Texas. O. M. Terrell.”

Mrs. Sarah I. Terrell qualified as independent executrix of the will, but in compliance with the terms of the will she sought the counsel and advice of Frederick Terrell, her son, and Edwin H. Terrell, her brother-in-law, and her three sons assumed the entire control of the estate and the executrix relied entirely upon them. After the partition of the one-half of the community property owned by Ool. Terrell at his death, the three sons attended to and controlled the estate of both parents, and said executrix acted under their advice in connection with all the property. At the time the will was executed by C. M. Terrell, his three sons, who survived him, were living, but Cornelia Bartlett was dead when the will was written, leaving as her only heir the appellant, Charles Terrell Bartlett. The mother of appellant died when he was two years of age, and he was cared for by his grandparents until he was eight years old, at which time his father married again. His father was an army officer, with no financial resources, but dependent solely on his salary.

The foregoing comprise all that is absolutely required to be stated except as other statements become necessary in connection with the different points presented by appellant.

In the will executed by Col. C. M. Terrell, after provision was made for the appointment of his wife, Sarah I. Terrell, his sole independent executrix of his will, and for the payment of his debts and funeral expenses, and for a simple funeral and monument to mark his grave, he provided:

“It is my will that the remainder of my estate, real and personal, shall go to my wife, and be disposed of by her as she shall deem fair between our children, taking into account previous expenditures so nearly as she can estimate, made to or for each of them since childhood.”

About the construction of the words “our children”‘is concentred the controversy as to the construction to be placed upon the will.

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Bluebook (online)
292 S.W. 273, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bartlett-v-terrell-texapp-1927.