Echart v. E. G. Senter & Co.

474 S.W.2d 14, 1971 Tex. App. LEXIS 2330
CourtCourt of Appeals of Texas
DecidedNovember 19, 1971
DocketNo. 17262
StatusPublished

This text of 474 S.W.2d 14 (Echart v. E. G. Senter & Co.) 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
Echart v. E. G. Senter & Co., 474 S.W.2d 14, 1971 Tex. App. LEXIS 2330 (Tex. Ct. App. 1971).

Opinion

OPINION

BREWSTER, Justice.

E. G. Senter & Company and The State of Texas, appellees, sued Thelma Echart to construe the wills of T. J. and Allie Mo-hundro claiming that under such wills Ethel Lowe acquired the fee simple title to a certain 87 acres of land in Tarrant County and that appellees had acquired the title to such land by a chain of conveyances originating with Ethel Lowe. They alleged that Thelma Echart was claiming title to a ⅛ interest in such land.

The plaintiffs also sued in trespass to try title, each asserting title to a part of the 87 acre tract.

Edith Lowe (Cook) Callia intervened alleging that she owned a ⅛ interest in the land.

[15]*15The common source of title to the land involved was T. J. Mohundro and wife, Allie. T. J. died February 9, 1938, leaving a will, which was probated in February, 1938, that contained the following provision: “Fourth. I give, devise and bequeath to my beloved daughter, Ethel Lowe, after the death of my said wife, Eighty Seven acres of land, (here follows the description) to have and to hold the same for and during the term of her natural life, and upon her decease to the heirs of her body, according to the Statutes of descent and distribution, in fee simple.”

Allie Mohundro died in May, 1949, leaving a will, which was probated in June, 1949. Paragraph 4 of her will contained the same provisions as did paragraph 4 of her husband’s will, such paragraph being above set out.

Ethel Lowe, the devisee referred to in each of the Mohundro wills, was married only one time and that was to I. W. Lowe. They had six children, and among them were the defendant, Thelma Echart, and the intervenor, Edith Lowe (Cook) Callia.

In 1950 Ethel Lowe, the devisee named in the wills, and her husband, I. W. Lowe, by general warranty deed, conveyed the entire 87 acre tract to A. V. and Cleo Smith, who in 1955 conveyed the tract to the plaintiff, E. G. Senter & Company. By deed in 1970, E. G. Senter & Company conveyed 30.591 acres of the tract to the State of Texas.

In 1954 the four children of Ethel Lowe, whose names we have not listed, properly conveyed all their right, title and interest in the 87 acre tract to their mother, Ethel Lowe. These four children are not involved in this case.

In 1954 the intervenor, Edith Lowe (Cook) Callia, executed a deed conveying all of her right, title and interest in the 87 acres to her mother. At the time of the conveyance she was the wife of one T. J. Cook and he did not join in the conveyance.

The appellant, Thelma Echart, has never executed any conveyance at all to her mother or to anyone else.

The appellees’ position is that the Rule in Shelley’s case applied to the devise contained in paragraph 4 of each of the Mo-hundro wills and resulted in Ethel Lowe getting the fee simple title to the 87 acre tract by virtue of such bequests.

The appellant, Thelma Echart, contends that the Rule in Shelley’s case did not apply to such bequests and that her mother, Ethel Lowe, only acquired a life estate in the tract, with the title to a ⅛ interest in the remainder being vested in Thelma Echart.

Ethel Lowe is still alive.

Edith Lowe (Cook) Callia contends that the deed she made to her mother in 1954 is invalid because of the fact that her then husband did not join her in making the conveyance. She contends that the Rule in Shelley’s case did not apply to the bequest and that the will therefore devised her a l/s interest in the remainder to the 87 acre tract which she still owns in view of the fact that her 1954 conveyance to her mother is invalid.

The trial court held that the Rule in Shelley’s case applied to the bequests and that Ethel Lowe received the fee simple title to the 87 acres under the wills of T. J. and Allie Mohundro and therefore rendered judgment awarding title and possession of the property to the appellees. This appeal is from that decree. The trial court also held that the 1954 conveyance executed by Edith Lowe (Cook) Callia was valid because she was at the time of executing the deed permanently separated from her husband, Cook.

We affirm.

Appellants’ first point is that the court erred in holding that the Rule in Shelley’s [16]*16case applied to the Mohundro wills. We overrule the point.

The Rule in Shelley’s case is stated in Sybert v. Sybert, 152 Tex. 106, 254 S.W.2d 999 (1953) and in Hancock v. Butler, 21 Tex. 804 (1858) as follows: “. ‘when a person takes an estate of freehold, legally, or equitably, under a deed, will, or other writing, and in the same instrument, there is a limitation, by way of remainder, either with or without the interposition of another estate, of an interest of the same legal or equitable quality, to his heirs, or heirs of his body, as a class of persons, to take in succession, from generation to generation, the limitation to the heirs entitles the ancestor to the whole estate.’ 4 Kent, 215. This result would follow, although the deed might express that the first taker should have a life estate only. It is founded on the use of the technical words, ‘heirs,’ or ‘heirs of his body,’ in the deed or the will.

“The rule in Shelley’s case is said to be a rule of law. It is really an organic rule, entering into the creation of the estate of inheritance.”

The Rule is briefly and a little more simply stated in 31 C.J.S. Estates, § 4, p. 14, as follows: “Under the rule in Shelley’s case, a limitation of an estate to an ancestor for life, with remainder to his heirs or the heirs of his body, gives the whole estate in fee to the ancestor.”

Even though the Texas Legislature did in 1963 enact Art. 1291a, Vernon’s Ann. Civ.St., which abolished the Rule in Shelley’s case, such Rule was the law in Texas and was in full force and effect at the time the last of the • Mohundro wills was admitted to probate in 1949. Dallmeyer v. Hermann, 437 S.W.2d 367 (Houston Civ.App., 1969, no writ hist.).

There is a lengthy discussion of the Rule in Shelley’s case in 3 Tex.Law Rev. 109 wherein the requisites for the operation of the Rule are listed as follows:

“1. The estate in the ancestor must be a freehold. It is usually spoken of a life estate, ....

“2. The estate limited to the heirs must be limited by way of remainder.

“3. The conveyance to the life taker and the apparent remainder to the heirs must be in the same instrument. .

“4. The apparent remainder must be in the heirs of the life taker. . . . Other words may be used and the rule apply. In such case the words used are given the technical meaning of heirs.”

We are convinced that the case before us is a typical case for the application of the Rule in Shelley’s case. Every element that is necessary for its application under the definitions above listed and under the above law review discussion are present in this case. It is a much simpler and clearer case for the application of the Rule than are some of the cases to which we have been cited.

The Rule in Shelley’s case apparently originated about 1325 and much has been written on it, and in view of the settled state of the law relative to it, we could add nothing to the State’s jurisprudence by undertaking a lengthy discussion of the problems involved in this case. See Crist v.

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Related

Sybert v. Sybert
254 S.W.2d 999 (Texas Supreme Court, 1953)
Dallmeyer v. Hermann
437 S.W.2d 367 (Court of Appeals of Texas, 1969)
Faulkner's Guardian Ad Litem v. Faulkner
35 S.W.2d 6 (Court of Appeals of Kentucky (pre-1976), 1931)
Ladd v. Whitledge
205 S.W. 463 (Court of Appeals of Texas, 1918)
Hancock v. Butler
21 Tex. 804 (Texas Supreme Court, 1858)
Webb v. Webb
224 S.W.2d 868 (Texas Supreme Court, 1949)
Hearne v. Bradshaw
312 S.W.2d 948 (Texas Supreme Court, 1958)
Crist v. Morgan
245 S.W. 659 (Texas Commission of Appeals, 1922)

Cite This Page — Counsel Stack

Bluebook (online)
474 S.W.2d 14, 1971 Tex. App. LEXIS 2330, Counsel Stack Legal Research, https://law.counselstack.com/opinion/echart-v-e-g-senter-co-texapp-1971.