C. C. Young Memorial Home for Aged Women v. Nelms

223 S.W.2d 302, 1949 Tex. App. LEXIS 2113
CourtCourt of Appeals of Texas
DecidedJuly 15, 1949
DocketNo. 14084
StatusPublished
Cited by8 cases

This text of 223 S.W.2d 302 (C. C. Young Memorial Home for Aged Women v. Nelms) 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
C. C. Young Memorial Home for Aged Women v. Nelms, 223 S.W.2d 302, 1949 Tex. App. LEXIS 2113 (Tex. Ct. App. 1949).

Opinions

BOND, Chief Justice.

The rights of each of the parties in this suit hinge on the provisions of the will of Dr. J. H. Neale, giving effect to the intention of the testator as expressed in the will. Counsel for all parties have assembled, reviewed, and analyzed authorities by courts of this and other states involving construction of wills in many respects similar to the one here under consideration. The generic rules of construction of wills generally are well known. Each case must depend on the ascertainment of the intention of the testator manifested by the language used by him in making disposition of his property.

The pertinent parts of the will of Dr. Neale provide as follows: “(1) Subject to the payment of my debts, and the other provisions hereinafter contained, I hereby give, devise and bequeath unto my beloved wife, Duke Davis Neale, all property, real and personal, of which I may die seized or possessed, of every kind and character and wherever situated, to be by her used, sold or disposed of as she may see fit, provided, however, at the time of the death of my said wife, one-half of whatever she may then own shall go to and vest in my heirs then living according to the laws of descent and distribution of the State of Texas; and 'the other one-half shall go to and vest in the heirs then living of my said wife according to the laws of descent and distribution of the State of Texas.” It will be seen that in sáid provisions the testator sets forth a comprehensive plan for the disposition of his property. In the preamble he states that the main purpose and motive prompting the will is “to arrange my worldly affairs” ; accordingly, “I give, devise and bequeath unto my beloved wife, Duke Davis Neale, all property, real and personal, of which I may die seized and possessed' * * * to be by her used, sold or disposed of as she may see fit.” (Emphasis ours.) Such bequest is an absolute fee to his wife of all his property, subject only to the payment of his debts; and whatever remains at her death to vest in the beneficiaries named in the will who are living at the time of her death. The beneficiaries (heirs), other than the wife, were given no present specific interest in any of the testator’s property, and no subsequent interest, except in such portion as shall remain undisposed of by his wife, effective at her death. Dr - Neale died in 1939; his wife survived him. The property involved was community. They had no children. Outside the will, the survivor would have inherited the whole of the property, to the exclusion of all others, under the law of descent and distribution.

It will be seen from the will that Dr. Neale was dealing with only his prop[304]*304erty in the gift to his wife. He gave his, wife the unqualified right to use, sell, or dispose of it as she saw fit. The remain-dermen (heirs) were not vested with any right as, to hinder his wife in the exercise of the fee given her, nor were they given, any right in the proceeds of sale of any of the property. Their right, in futuro, created no trust in their favor for which the life-tenant was required to give an accounting to them for the sale or use of the property, or the proceeds -of sale of any such property. The life-tenant was not a trustee or quasi trustee for such remaindermen. Only does a trust rest on a life-tenant to preserve and protect, or account for an estate for a remainderman when the re-mainderman has a clear vested indefeasible interest in the property over which the life-tenant has fiduciary control. The wife of Dr. Neale, having been given the unlimited (other than life) unqualified right of disposition of all of his property — a fee for and during her lifetime- — as distinguished from a life-estate where some present contingent interest or fee is vested, the proceeds of sale are not deemed to be a part of a trust for such -subsequent devisees. A life-estate under a deed or will, presupposes a fee or present rever-sionary interest existing elsewhere than in the life-tenant. In which case the life-tenant is a trustee or quasi trustee, accountable for the property and the proceeds of sale; but where a life-tenant takes a conditional fee, or an unconditional fee, or even a life-estate with power of disposition, the life-tenant is vested with the legal title.

In the case of Harrell v. Hickman, Tex.Sup., 215 S.W.2d 876, 879, the court had-under consideration the interpretation of a joint will in which the husband and wife bequeathed and devised to the survivor of the two their community property, for his or her sole use and benefit; and, in the event any of the property should remain after the death of such survivor, such remainder was to pass to and vest in. various institutions and individuals named in the will. The will placed no limitation whatever on the right of the' -survivor during his or her lifetime. The Supreme Court, speaking through Judge Hickman, said: “In the instant case the testators in language free of ambiguity have clothed the survivor with the unqualified right to convey the property during his or her lifetime and have limited the rights of the remain-dermen to whatever estate remained in the survivor at his or her death, and we are not authorized to impose a limitation upon that right or by implication to grant any right to the remaindermen other than to acquire that which, might remain after the death of the survivor.” (Emphasis ours.)

Giving further consideration to the will limiting the duration of the vested fee in the wife for and during her lifetime, and then, and only until then, providing that “one-haif of whatever she may then own shall go to and vest in my heirs then living * * * and the other one-half shall go and vest in the heirs then living of my said wife * * the testator, in the instant case, did not undertake to dispose-of all the community property belonging to-him and his wife, or attempt to make disposition of all property, whether community or otherwise, owned by the wife at the time of her death. Evidently he was dealing with his property, and made disposition of only his interest in the community remaining unsold at the time of the death of his. wife. The only property he could have had in view, in making the gift or devise to his and her heirs, was his community; he did not know, and certainly -could not. know, what property his wife “may then own” at the time of her death. In fact, she inherited other property after the death of her husband, and had it on hand at the time of her death.

It is a well settled rule that a testator’s will cannot be given the effect of attempting to dispose of property of another-unless it is open to no other construction.. In the will giving to his wife all property,, real and personal, Dr. Neale said, “of which. I may die seized and possessed * * What property was he then “seized and possessed” of? — Only his one-half community. The preamble, or introductory-clause of the will, reads: “I * * * desiring to arrange my worldly affairs. * * * do make * * * my last will.” What “worl.dly affairs” was he talking;

[305]*305about, or did he have in his mind, in making the will? Clearly he meant the property of which “I may die seized and possessed.” What property was he devising to his and her heirs, effective at the death of his wife? “Whatever she may then own”; — manifestly, the property which he devised to her and of which he was “seized and possessed” and which he had a right to will; that is, the one-half of the community that remained at her death.

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Cite This Page — Counsel Stack

Bluebook (online)
223 S.W.2d 302, 1949 Tex. App. LEXIS 2113, Counsel Stack Legal Research, https://law.counselstack.com/opinion/c-c-young-memorial-home-for-aged-women-v-nelms-texapp-1949.