Deviney v. NationsBank

993 S.W.2d 443, 1999 WL 308737
CourtCourt of Appeals of Texas
DecidedJune 2, 1999
Docket10-98-044-CV
StatusPublished
Cited by17 cases

This text of 993 S.W.2d 443 (Deviney v. NationsBank) 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
Deviney v. NationsBank, 993 S.W.2d 443, 1999 WL 308737 (Tex. Ct. App. 1999).

Opinion

OPINION

DAVIS, Chief Justice.

NationsBank as Independent Executor of the Estate of Winolan Taylor, Deceased, and Trustee of the Winolan Taylor Trust filed a declaratory judgment action asking the court to determine whether the Estate has any title or interest in a certain tract of property referred to as the “Roe Taylor Estate” or the “Roe Taylor Farm” (hereinafter, the “Farm”) which Taylor purported to grant through the Trust. Taylor inherited her interest in the Farm from her father Nolan Taylor whose will was probated in 1977. The primary question presented is whether the conditions and limitations in the pertinent devise of the Nolan Taylor will constitute an invalid restraint on alienation.

FACTUAL BACKGROUND

Nolan Taylor and his seven siblings inherited the Roe Taylor Farm from their parents. 1 At his death, Nolan Taylor owned an undivided one-half interest in the Farm, and his sister Marie Taylor Boren owned the other one-half interest. She conveyed her interest to her daughter, Appellant Betty Merle Boren Deviney, six years after Taylor’s death.

The pertinent clause in the Nolan Taylor will devised his interest in the Farm as follows:

I hereby devise all of my interest in said real estate, known as the “Roe Taylor Estate” to my wife, WINNIE D. TAYLOR, and my two daughters, RUBY KATHERINE TAYLOR and WINOLAN TAYLOR, share and share alike, on the express condition and limitation that said interest remain undivided and be kept in tact [sic] with the other undivided interest of my brothers and sisters, until such time as all of the joint owners should desire to partition, sell or otherwise dispose of the entire interest in all or any part of said property, and provided further that in the event of the death of my wife or either of my said daughters before the same shall have been partitioned or disposed *447 of as aforesaid, the interest of such deceased shall pass to the survivor or survivors, and in the event my wife and both of my said daughters should die before said property has been partitioned or disposed of as aforesaid, then my interest in such part of the said “Roe Taylor Estate” land shall pass to my brothers and sisters, save and except Isla Taylor Clendening, who no longer owns an interest in said Estate Property, 2 and in the event any of my said brothers and sisters, except the said Isla Taylor Clendening, should then be deceased, the share of such Decedent shall pass to his or her Descendants per stirpes. My said wife and daughters shall not have the right to sell or otherwise dispose of their interest in the said “Roe Taylor Estate” property so long as it shall remain in tact [sic] as an undivided interest, except by the joinder of the other co-owners. If and when the said Estate Property shall be partitioned with the consent of the other co-owners as aforesaid, the share and interest set aside to my said wife and daughters shall vest in them in fee simple without any limitations or conditions.

Taylor’s wife predeceased him. Taylor’s daughter Ruby Katherine survived him but predeceased her sister Winolan. All of his siblings predeceased him except his sister Marie Taylor Boren, who also predeceased Winolan. Not including Isla Taylor Clendening, only Nolan Taylor’s brother Desha and sister Marie left descendants. Desha is survived by his daughter Appellant Ada Merle Gosa, and Marie is survived by her daughter Appellant Deviney. Appellees Charles C. Clendening, Jr., Isla R. Clendening Cook, and Arlen K. Clen-dening are the descendants of Isla Taylor Clendening.

The interest Nolan Taylor sought to give his wife Winnie in the Farm passed through the residuary clause of his will because she predeceased him. See Wilkins v. Garza, 693 S.W.2d 553, 555 (Tex. App.-San Antonio 1985, no writ); Wilson v. Clay, 593 S.W.2d 725, 728 (Tex.Civ. App.-Houston [1st Dist.] 1979, writ ref d n.r.e.) (op. on reh’g). Under this clause, Nolan Taylor’s daughters received equal shares of the interest their mother would have received. 3

Because Ruby Katherine Taylor predeceased Winolan Taylor, the latter’s estate passed under the residuary clause of her will which devises certain items of personal property to a friend and named family members and devises the remainder of her estate to NationsBank as Trustee of the Winolan Taylor Trust. 4 Id. Under the terms of the Trust, NationsBank is to convey Winolan Taylor’s interest in the Farm “equally” to Deviney, Charles C. Clenden-ing, Jr., Isla R. Clendening Cook, and Arlen K. Clendening. The Trust grants Gosa a five percent interest in the residual estate of the Trust, which does not include the Farm.

Upon Taylor’s death, NationsBank sought a legal opinion regarding ownership of the Farm. After reviewing all the pertinent documents, counsel provided Nations-Bank a written opinion that because the Farm was never partitioned, the Winolan Taylor Estate did not own any interest in the Farm according to the terms of the Nolan Taylor will. Rather, her interest in *448 the Farm passed to Nolan Taylor’s siblings, save Isla Taylor Clendening.

However, counsel for Isla R. Clendening Cook provided NationsBank with his own written opinion that the conditions and limitations in the Nolan Taylor will constitute an invalid restraint on alienation. Thus, he concludes such provisions are void and Winolan Taylor owned a fee simple interest in the Farm which should be distributed according to the terms of the Trust.

Faced with these conflicting opinions, NationsBank filed this declaratory judgment action. After reviewing all the pertinent documents and considering argument of counsel, the trial court determined that the conditions and limitations in the Nolan Taylor will constitute an invalid restraint on alienation. Accordingly, the court declared the conditions and limitations void and decreed that the Estate owns an undivided one-half interest in the Farm which should be distributed according to the Winolan Taylor Trust.

APPLICABLE LAW

Construction of Wills

The testator’s intent governs our construction of any will. McGill v. Johnson, 799 S.W.2d 673, 674 (Tex.1990). All the provisions of a will must be considered when ascertaining the intent of the testator. Frame v. Whitaker, 120 Tex. 53, 58, 36 S.W.2d 149, 151 (1931); Lowrance v. Whitfield, 752 S.W.2d 129, 132 (Tex.App.—Houston [1st Dist.] 1988, writ denied).

Estates in Real Property

A devise of real property conveys a fee simple estate unless “the estate is limited by express words.” Tex. Prop. Code Ann. § 5.001(a) (Vernon 1984). Estates may be limited by conditions precedent or subsequent.

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Cite This Page — Counsel Stack

Bluebook (online)
993 S.W.2d 443, 1999 WL 308737, Counsel Stack Legal Research, https://law.counselstack.com/opinion/deviney-v-nationsbank-texapp-1999.