Finley v. Finley

318 S.W.2d 478, 1958 Tex. App. LEXIS 1578
CourtCourt of Appeals of Texas
DecidedNovember 7, 1958
Docket3407
StatusPublished
Cited by5 cases

This text of 318 S.W.2d 478 (Finley v. Finley) 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
Finley v. Finley, 318 S.W.2d 478, 1958 Tex. App. LEXIS 1578 (Tex. Ct. App. 1958).

Opinion

COLLINGS, Justice.

This suit was brought by Norman L. Finley against Eugene Lee Finley, Ross Alvord Finley and Kathy Elizabeth Finley, his children, individually and as representatives of the unborn and unknown legal heirs of Norman L. Finley. Plaintiff sought a construction of the will of his father and mother, E. L. Finley and Ella S. Finley, and an adjudication of the rights of the devisees under the wills pursuant to the uniform declaratory judgments act, Article 2524-1, Vernon’s Ann.Texas Civ.St. It was urged by plaintiff, Norman L. Finley, that under the Rule in Shelley’s Case, fee title to all of the real estate owned by E. L. Finley and Ella S. Finley at the time of their deaths vested in him.

Judgment was entered holding that the Rule in Shelley’s Case was not applicable to the will of E. L. Finley and that plaintiff, Norman L. Finley took only a life estate in the lands owned by E. L. Finley at the time of his death, except that Norman L. Finley was vested during his life time with the sole executive rights to lease the minerals thereon upon such terms as he might see fit. Such leases were to be valid and binding although the term should extend beyond his life.

It was further decreed that the Rule in Shelley’s Case'was applicable to the will of Ella S. Finley and that Norman L. Finley took fee simple title to all of the real estate owned by Ella S. Finley at the time of her death.

Eugene Lee Finley and Ross Alvord Finley and Kathy Elizabeth Finley, individually and as representatives of the unborn and unknown heirs of Norman L. Finley, have perfected their appeal from that part, only, of the judgment holding that the Rule in Shelley’s Case did apply to the will of Ella S. Finley. Norman L. Finley has perfected an appeal from that part of the judgment holding that the Rule in Shelley’s Case was not applicable to the will of E. L. Finley and that Norman L. Finley took only a life estate in the lands owned by E. L. Finley at the time of his death.

It was stipulated that E. L. Finley died February 26, 1943, and that his will was duly probated in the County Court of Taylor County on March 15, 1943; that Ella *480 S. Finley died on July 12, 1950, and that her will was duly probated in the County Court of Taylor 'County on July 31, 1950; that E. L. Finley and Ella S. Finley were husband and wife and that neither had ever entered into any other marriage; that Nor-wan L. Finley was the only child of E. L. Finley and Ella S. Finley; that Norman L. Finley has been married twice, first on July 28, 1920, to which marriage two children were born, to wit, Eugene Lee Finley and Ross Alvord Finley; that Norman L. Finley’s first marriage was terminated by a divorce in 1940-; that he married again in September, 1942, and of the latter marriage one child, Kathy Elizabeth Finley was born.

Certified copies of the wills were introduced in evidence. The pertinent part of the will of Ella S. Finley is as follows:

“As to. my real estate, I give, devise and bequeath all of my real estate to my son, Norman L. Finley, during his natural life to be used and enjoyed by him so long as he shall live. But upon the death of my son, Norman L. Finley, I give, devise and bequeath said lands to the legal heirs of the said Norman L. Finley. This will, however, shall not be construed to give to Norman L. Finley a fee simple title, but only a life estate in said lands. However, during the life of my said son, Norman L. Finley, he shall have the right to lease any lands owned by me at my death for oil or gas or other minerals upon such terms and conditions as to him may seem best. He shall have the right to use all the bonus and rental monies and royalties under any lease or leases which he may make, and same shall be his property the same as if he owned the property in fee simple.”

Established law in this state requires us to hold that the will of Ella S. Finley comes within the Rule in Shelley’s Case and that Norman L. Finley took fee simple title to the land owned by Ella S. Finley at the time of her death. The fairly recent Supreme Court case of Sybert v. Sybert, 152 Tex. 106, 254 S.W.2d 999, 1000, is, in our opinion, squarely in point. In that case there was a bequest of a tract of land to a son of “a life estate only” with the further provision “and after the death of my said son — to vest in fee simple in the heirs of his body”. Chief Justice Hickman, speaking for our Supreme Court in that case, stated:

“The rule must inevitably apply in the instant case unless there is language qualifying the words ‘heirs of his body,’ showing that they were not used their technical sense, that is, to signify an indefinite succession of takers from generation to generation. Turning now to an examination of the particular provisions of the will under construction we find that the only qualifying words contained therein modify the estate of Fred Sybert — not the words ‘heirs of his body.’ The language ‘a life estate only, to manage, control and use for and during the term of his natural life’ is but a statement of the incidents of a life estate. The further language ‘and after the death of my said son, Fred Sybert, to vest in fee simple in the heirs of his body’ does not indicate that the words ‘heirs of his body’ were not used in their usual and technical sense. The expressions ‘vest in the heirs’ and ‘vest in fee simple in the heirs’ are identical in meaning.”
“The language in.the will in this case brings it squarely within the rule, and whether or not the testator so intended is immaterial. While the court may be liberal in construing explanatory language so that the words ‘heirs’ or ‘heirs of his body’ will not be read in their technical sense, we cannot supply that language when it is omitted from the instrument itself.”

In the instant case there was no explanatory language in the will of Ella S. Finley which would authorize us to say that the *481 words “legal heirs” should not be read in their technical sense. There was no language which would reasonably permit the words “legal heirs” to be construed to mean “children”. Robinson v. Glenn, 150 Tex. 169, 238 S.W.2d 169; Lacey v. Floyd, 99 Tex. 112, 87 S.W. 665, 667. There was no language qualifying the words “legal heirs” implying .an intention that the land should not pass from person to person through successive generations in regular succession, such as a provision that the “legal heirs” should “share and share alike” or share “equally” in a partition and division of the land. Wallace v. First National Bank of Paris, 120 Tex.

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Bluebook (online)
318 S.W.2d 478, 1958 Tex. App. LEXIS 1578, Counsel Stack Legal Research, https://law.counselstack.com/opinion/finley-v-finley-texapp-1958.