Foote v. Foote

76 S.W.2d 194
CourtCourt of Appeals of Texas
DecidedOctober 31, 1934
DocketNo. 9410
StatusPublished
Cited by7 cases

This text of 76 S.W.2d 194 (Foote v. Foote) 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
Foote v. Foote, 76 S.W.2d 194 (Tex. Ct. App. 1934).

Opinion

BICKETT, Chief Justice.

This suit was instituted on February 16, 1932, by appellant, Annie Foote, the surviving widow of John D. Foote, deceased, against ap-pellees, J. B. Foote, M. V. Foote, Mary MeCal-lum and her husband, L. C. BlcCallum, and Beatrice Hale and her husband, Joel N. Hale, to construe the will of the decedent.

The will of John D. Foote, dated January 18, 1927, probated in Bexar county, Tex., on November 16, 1927, upon the application of Annie Foote, contained three articles. The first directed the payment of debts, and the last-named Annie Foote as independent executrix without bond. Article two read:

“I give, devise and bequeath unto my beloved wife, Annie Foote, all the estate of any kind or character whatsoever, real, personal or mixed, wheresoever situate and in whatsoever form the same may be that I own or am to own at the time of my death forever.
“This will to become null and void in case she should re-marry.”

An agreed statement of evidence showed the facts. John D. Foote and Annie Foote were married on April 27, 1925, and were living together as husband and wife at the time of his death on October 5, 1927. At the latter date he was sixty-three years of age, and she was thirty-eight years of age. The only surviving heirs at law of John D. Foote are Annie Foote, his wife, J. B. Foote and M. Y. Foote, his brothers, and Mary MeCallum and Beatrice Hale, his sisters. John D. Foote, at the time of his death, owned, as the property of his separate estate, realty located in Bexar, Jeff Davis, Nueces, and Rusk counties, Tex. The-entire property of the estate was shown by the inventory to be the separate property of the decedent and to consist of cash in bank $4,-442.73, personalty $700, and realty $15,922.43. Since the time of the death of John D. Foote, Annie Foote has been in possession of and has collected the revenues from all of the property, except the one-fifth undivided interest in the Rusk county land, which was the old Foote family homestead and of which she has [195]*195never had possession. Annie Foote qualified as executrix under the will on the same date on which it was probated.

A provision that a devise in fee to the testator’s wife shall terminate in the event of a subsequent marriage by her is valid, as against the objection that it is a condition in restraint of marriage contrary to public policy.

The absence of any decision in Texas under facts precisely similar to those of this case and the contrariety of judicial expression among the earlier cases require an examination of the origin and development of legal theories as to the validity of testamentary provisions in restraint of marriage. The exigencies of state, resulting from the depletion of population and the devastation of country following the civil wars, required the.legal condemnation of all restraints, however slight, upon the marriage of Roman citizens. It became a settled principle of the civil law that restraints upon marriage were against public policy and void. Thence, the canon law derived the idea and took over almost literally the crystallized statement of the rule. The ecclesiastical courts in England, therefore, saw nothing novel in this regard when they exercised their jurisdiction over matters of family affairs and estates of deceased persons. Nor did the chancery courts, on succeeding to some of the jurisdiction of the ecclesiastical courts, soon question the basis or the extent of the rule. But conflicts in decision between the courts of law and the courts of chancery were inevitable, for the former had jurisdiction over “devises of realty” and the latter over “bequests of personalty,” and the former decided according to the common law and the latter according to the canon law. The line of cleavage between them is illustrated in the cases in which “devises” or “bequests” were made on condition that the beneficiary should not marry without the consent of a person designated by the testator, a condition which was valid under the common law but void under the canon law. Of such nature were Hervey v. Aston, 125 English Reprint 1067 (by Lord Chief Justice Willes in 1738), and Scott v. Tyler, 29 English Reprint 241 (by Lord Chancellor Thurlow in 1788). In the latter case the Lord Chancellor said: “The early cases refer in general to the canon law as the rule by which all legacies are to be governed. Towards the latter end of the last century and beginning of the present century the matter is more loosely handled. The canon law is not referred to as affording too positive a rule, but these conditions are treated as par- ’ taking of the force allowed them 'by the law of England, but at the same time as unfavorable to the good order of society. At length it became a common practice that such conditions were only in terrorem. I do not find it was ever seriously to be supposed to be a testator’s intention to hold out the terror of that which he never meant to happen, but the court has made such conditions amount to no more. * * * About the middle of the present century doubts arose which divided the opinion of the first men of the age. The difficulty seems to have been in reconciling the cases. The prevailing opinion was that devises of land should follow the rules of the common law, and legacies of money the canon law. The question remains unresolved, what is the nature and extent of the rule.” Suffice it to say, the rule of the common law upon the question, that the condition is valid, ultimately prevailed.

Now, with respect to the rule of the ecclesiastical courts, thqt a testamentary provision for the termination of a bequest to the testator’s widow if she should marry again is a void restraint on marriage, it. is clear that those scholars of the church, to whom modern civilization owes an incalculable debt of gratitude for the preservation of the learning of the ancients, copied with due precision the general rule of the civil law but failed to take into account'the exception in the case of a man’s own widow. For the' rigor of the general rule was so contrary to the sentiment of the Romans who made it part of their law that it had to be relaxed by the Lex Julia (⅛. C., 45) and subsequently by the Lex Papia Poppaea, so as to permit a man to make a bequest to his widow upon condition that she maintain her widowhood. This exception became as well recognized as the rule itself.

As for the common law, it recognized the distinction between first and second marriages as to the validity of conditions in restraint of marriage. Under the customs and usages of the Anglo Saxons before the arrival of the Conqueror, there is no known rule against a man making a gift to his wife conditioned on the continuation of widowhood. By the most ancient common law on the subject, the law of Gavelkind in Kent, it was expressly provided that the subsequent marriage of a husband entitled to an interest (the right of freebench) in his wife’s estate should operate as a forfeiture thereof. In Bacon’s Abridgment it is shown that the common law recognized the right of the husband to make a devise to his wife as his widow only. Much of the legal learning upon the subject is shown in [196]*196Hervey v. Aston, supra, Scott v. Tyler, supra, and the cases next referred to. In Lloyd v. Lloyd (1852) 61 English Reprint 838, the court held: “According to the authorities, such a condition is.not void as to the wife, the law recognizing in a husband such an interest in his wife’s widowhood as to make it lawful for him to restrain her from making a second marriage, by imposing a condition that on such marriage any provision he may have made for her shall cease.” In Newton v.

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Bluebook (online)
76 S.W.2d 194, Counsel Stack Legal Research, https://law.counselstack.com/opinion/foote-v-foote-texapp-1934.