Clark v. Posey

329 S.W.2d 516, 1959 Tex. App. LEXIS 2236
CourtCourt of Appeals of Texas
DecidedNovember 18, 1959
Docket10692
StatusPublished
Cited by5 cases

This text of 329 S.W.2d 516 (Clark v. Posey) 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
Clark v. Posey, 329 S.W.2d 516, 1959 Tex. App. LEXIS 2236 (Tex. Ct. App. 1959).

Opinion

GRAY, Justice.

This is a suit to set aside an ex parte partition of the residuary estate of Charles E. Crist, deceased, made by Medora Posey, Independent Executrix and Trustee, and also for an accounting and, as we understand it, for partition of such estate. The suit was brought by appellants, Virginia Ray Clark and husband Lincoln Clark, individually and as next friends for their minor children, against appellees, Medora Posey, individually and as Trustee, and her husband Aaron Posey.

Charles E. Crist was the father of Medo-ra Posey and Virginia Ray Clark was his adopted daughter. He died testate June 26, 1951 (prior to the effective date, 1-1-56, of the Probate Code) and by his will directed that the property belonging to the estates of himself and his wife, Medora H. Crist, be treated as community property. He directed that debts and taxes be paid before distribution of his estate and by paragraph three of his will he devised the homestead, its furnishings and his personal effects to his wife for life with remainder to Medora Posey except a diamond ring which after the death of his wife was bequeathed to Virginia Ray Clark. Two-thirds of the remainder of his estate was devised to Medo-ra Posey including as a part of such two-thirds all stock owned by him at his death in the Blanco National Bank. He then devised and bequeathed:

“ * * * all the rest and residue of the estate belonging to me at the time of my death to Medora Posey, as trustee, for the benefit of my daughter, Virginia Ray Clark, * *

There was a remainder to the children of Virginia Ray Clark and the conditions of the trust and the powers of the trustee in administering it are set out. However, those matters are not in controversy and are not material here. Medora Posey was named independent executrix. The estate was solvent.

Mrs. Medora H. Crist, Medora Posey and Virginia Ray Clark survived Charles E. Crist, his will was duly probated, the parties elected to take under it and Medora Posey took possession of the estate as independent executrix.

A partition of the community estate was made by the executrix and Mrs. Medora H. Crist and the portion allotted to her as her share of the community was accepted by Mrs. Crist together with the property devised to her by the will. It appears that this partition was made by the mutual agreement of the testatrix and Mrs. Crist and that it was reduced to writing. Virginia Ray Clark was not a party to the partition agreement and was not bound thereby. 14 — B, Tex.Jur. p. 132, Sec. 1057.

Mrs. Medora H. Crist died testate May 12, 1953, leaving all of her property including that involved here to Medora Posey and Virginia Ray Clark. There is no controversy here as to her will or her estate. It thus appears that the parties to this suit own all properties sought to be partitioned.

Medora Posey as independent executrix partitioned the property in her possession, *518 She assigned to herself as her two-thirds share of the estate real and personal property at a listed value of $91,729.46, and assigned to herself as trustee for Virginia Ray Clark promissory notes amounting to a listed value of $45,892.24.

Appellants went to trial on their first amended original petition and therein alleged :

“That such division and partition of said residuary estate so made by said Independent Executrix and Testamentary Trustee was fraudulent in that same was done by the Trustee against the interest of the cesti que trust and greatly to the use, benefit and advantage of said Independent Executrix and Testamentary Trustee individually.
“VI.
“That plaintiffs are entitled to have said partition and division so made by said Independent Executrix and Testamentary Trustee set aside and same now fairly, equitably and justly partitioned between the said Medora Posey and plaintiffs herein.”

The cause proceeded to trial before a jury and appellants called, as their first witness, Medora Posey. Early in the proceedings the trial court sustained objections by appellees, the jury was excused and, in the absence of the jury the testimony of Medora Posey and that of other witnesses was heard. At the conclusion of this testimony appellees’ objections were sustained, appellants rested, the trial court granted appellees’ motion for an instructed verdict, withdrew the case from the jury and rendered judgment that appellants take nothing by their suit.

Appellants here present three points. These are to the effect that the trial court erred in refusing to admit evidence: of the market value of the estate of Charles E. Crist, and of the properties partitioned by the testatrix to herself individually and to herself as trustee for Virginia Ray Clark.

By his will Charles E. Crist made a complete disposition of his estate. After the payment of debts and taxes and the bequests to his wife he devised two-thirds of his estate remaining to Medora Posey including in such two-thirds named bank stock. He then devised “all the rest and residue of the estate belonging to me at the time of my death” to Medora Posey trustee for Virginia Ray Clark. The will makes a complete disposition of the bank stock, however, there is no question here as to its status as community or separate property and it does not affect the “residue” of the estate.

Excluding the bank stock there is no direction in the will to include any property in the two-thirds of the estate devised to Medora Posey nor in the “residue” devised for the benefit of Virginia Ray Clark. Also the will contains no further directions as to how the interests shall be determined and none for its distribution.

The will does not provide a means or method for the partition and distribution of the estate. This being the status of the will then the provisions of Art. 3442, Vernon’s Ann.Civ.St, are applicable. (See, also Probate Code, Art. 150, V.A.T.S., where “independent executor” is used in lieu of “executor” as used in the statute.) The testatrix did not avail herself of the method provided by the statute supra for the partition and distribution of the estate but undertook to make partition and distribution without the aid thereof. The will does not authorize such partition and distribution and it is not binding. Terrill v. Terrill, Tex.Civ.App., 189 S.W.2d 877, Er. ref.

In City Nat. Bank of San Saba v. Penn, Tex.Civ.App., 92 S.W.2d 532, 535, it is said that:

“The rule is settled that where a will does not distribute the entire estate of the testator or testatrix, or provide a means of partition, the independent executor or executrix may apply to the *519 probate court in which the will is probated, or to the district court of the county where the estate is being administered, to partition the estate under the direction of the court.

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329 S.W.2d 516, 1959 Tex. App. LEXIS 2236, Counsel Stack Legal Research, https://law.counselstack.com/opinion/clark-v-posey-texapp-1959.