First Nat. Bank of Paris v. Wallace

13 S.W.2d 176
CourtCourt of Appeals of Texas
DecidedDecember 13, 1928
DocketNo. 3585. [fn*]
StatusPublished
Cited by8 cases

This text of 13 S.W.2d 176 (First Nat. Bank of Paris v. Wallace) 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
First Nat. Bank of Paris v. Wallace, 13 S.W.2d 176 (Tex. Ct. App. 1928).

Opinion

LETT, J.

(after stating the facts as above).

The two points on appeal, presented respectively by the bank and Mrs. P. K. Wallace, are: (1) Whether the rule in Shelley’s Case applies to the portion of the will devising the 181.7 acres of land in controversy;' and (2) whether Mrs. P. K. Wallace and her husband had a homestead interest in the land at the time the deed of trust thereon was executed. It is uniformly conceded’ that the rule in Shelley’s Case is a rule, not of construction, but distinctly of law and property. 24 R. C. L. p. 905; 2 Alexander on Wills, § 901. Such rule forms no part of the construction of the will. The rule will simply prevail and control in so far as the intention of the testator in passing the remainder may be repugnant to the rule. The intention of the testator in passing the remainder is purely a matter of construction. This is to be ascertained only by the employment of the ordinary rules of construction of written instruments by the language used therein. If the testator has used only words to which the law has attached definite and fixed meaning, and which in law mean nothing else, then the courts (quoting from the rule of construction) “must take what he said, not what he meant. The law inexorably fixes the force and meaning of the instrument, and it will not yield to individual intention.”

The provision of the will bearing upon the contention reads:

“Third. We give and bequeath to our son the said P. K. Wallace, his natural lifetime, all our lands, consisting of farm, pasture and timber lands; and he the said P. K. Wallace is to have the use and benefits of said lands during his natural lifetime, and at his death the same is to go to his bodily heirs equally, the intention of this will being for the purpose of the prevention of the said P. K. Wallace disposing of the lands above mentioned. We, the said W. J. Wallace and wife Betty Wallace, desiring to have this property go to his bodily heirs after his death, and not to become the property of any other person or persons whomsoever, either before or after his death, other than his own bodily heirs.”

The words used, “his natural lifetime” and “during his natural lifetime,” clearly evince an intention to devise only a life estate to P. IC Wallace. This intention is emphasized by the clause which attempts to place restriction upon the power of alienation by P. K. Wallace. This clause of intended restraint upon alienation is of feeble and not of controlling influence, so far as the ultimate question involved is concerned. If only a life estate was intended to be vested in him, then there was no reason for imposing a restraint upon the power of alienation. And the clause of general restriction of alienation must be disregarded if it can be affirmed from the further parts of the will passing the remainder that only words were employed which legally operate to give the fee-simple title to P. K. Wallace. A fee-simple title necessarily implies absolute dominion over the land, and this cannot exist if the power of disposition is hampered by a general restriction destroying the absolute dominion inherent in the owner of the fee. The first requisite of the rule therefore exists of a life estate in the first taker. The manifest intention of the testators that P. K. Wallace was to take nothing more than a “life estate only,” as is the effect of the language, would not of itself afford ground^; to hold that the rule in Shelley’s Case does not apply, Crist v. Morgan (Tex. Com. App.) 245 S. W. 659, and authorities there cited. While the intention may confessedly have been to give the first taker but a life estate, the rule converts such estate into a fee in ease the terms of the devise over to the bodily heirs can be treated as a limitation of the estate of the first taker to his heirs merely in their capacity as such. Proceeding further to an analysis of the> language used, in order to determine whether the re- *180 maindermen take as heirs in their capacity as such, the words are: “And at his death the same is to go to his bodily heirs equally.” The further words, “his bodily heirs,” are in the same sense, and are but a reiteration of the meaning conveyed by “his bodily heirs.” If the clause in the' will contained the words only “shall go to his bodily heirs,” it would unquestionably carry the present case far within the rule in Shelley’s Case.

Invariably in construing a will or deed, where the words “heirs” or “heirs of the body” are used in passing the remainder, and there are no qualifying or explanatory word's or expressions employed in the context, there is indulged a presumption that such words were employed and intended to be used by the testator in their strictly technical sense of the person upon whom the law casts an estate in real property immediately on the death of the ancestor, as distinguished from one who takes by will as a devisee. Scott v. Brin (Tex. Civ. App.) 107 S. W. 565; Seay v. Cockrell, 102 Tex. 280, 115 S. W. 1160; Lacey v. Floyd, 99 Tex. 112, 87 S. W. 665; White v. Dedmon (Tex. Civ. App.) 57 S. W. 870; Johnson v. Morton, 28 Tex. Civ. App. 296, 67 S. W. 790; Calder v. Davidson (Tex. Civ. App.) 59 S. W. 300; Hawkins v. Lee, 22 Tex. 544; Texas Co. v. Meador (Tex. Com. App.) 250 S. W. 148; Peters v. Rice (Tex. Civ. App.) 157 S. W. 1181; Crist v. Morgan (Tex. Com. App.) 245 S. W. 659; 24 R. C. L. p. 902; 13 Cyc. 659; 2 Devlin on Real Estate (3d Ed.) § 846 ; 2 Underhill on Wills, § 660; 2 Alexander on Wills, § 910.

These decisions, to which many more might be added, do no more than give expression to a long-existing and well-known rule affixing to the words “heirs” or “heirs of the body” the strictly legal meaning stated. It is, presumed that, when a testator devises an estate for life, with remainder to the “heirs” or “bodily heirs” of the devisee of that estate, he intends the remaindermen to take as heirs of the body by descent from their ancestor rather than as purchasers, themselves the root of a new succession. It is to be closely observed that there is no language in the will in point upon the question considered, outside of the simple wording shall “go to his bodily heirs equally.” So that the. simple inquiry is, Does the’word “equally” appearing in the provision have the effect of changing and diverting the strictly technical meaning. of the words, “bodily heirs” into vernacular language in the sense of “children only?” If it does not have that effect, then clearly the rule in Shelley’s' Case has application to the will. It is not difficult to give adequate reason for answering the question in the negative, namely, that distributive words, of themselves and alone, are not words appropriate and sufficient to modify and divert the meaning of the strictly legal words “bodily heirs.” Expressions, “share equally” and the like, are not equivalent of “bodily heirs.” According to the valid rules of grammar, “equally” does not modify or set bounds to the words “bodily heirs.” The word is joined to the preceding verb, “go,” “shall go equally,” or alike. That is the plain meaning of the word in its ordinary conception. In a grammatical sense the meaning of the provision is that the interests in the lands of the persons constituting “his bodily heirs” shall be equal and alike.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Judson Bldg. v. First Nat. Bank of Longview
587 F. Supp. 852 (E.D. Texas, 1984)
Panhandle Const. Co. v. Wiseman
110 S.W.2d 615 (Court of Appeals of Texas, 1937)
Lubbock Nat. Bank v. Nickels
63 S.W.2d 764 (Court of Appeals of Texas, 1933)
First Nat. Bank in Stamford v. Jones
59 S.W.2d 1103 (Court of Appeals of Texas, 1933)
Farmers' State Bank of Georgetown v. Roberts
59 S.W.2d 1089 (Court of Appeals of Texas, 1933)
Blanks v. First Nat. Bank of Seymour
44 S.W.2d 393 (Court of Appeals of Texas, 1931)
Wallace v. First National Bank of Paris
35 S.W.2d 1036 (Texas Supreme Court, 1931)
Dugand v. Magnus
290 P. 309 (California Court of Appeal, 1930)

Cite This Page — Counsel Stack

Bluebook (online)
13 S.W.2d 176, Counsel Stack Legal Research, https://law.counselstack.com/opinion/first-nat-bank-of-paris-v-wallace-texapp-1928.