Haile v. Holtzclaw

414 S.W.2d 916, 10 Tex. Sup. Ct. J. 333, 1967 Tex. LEXIS 291
CourtTexas Supreme Court
DecidedApril 19, 1967
DocketA-11390
StatusPublished
Cited by87 cases

This text of 414 S.W.2d 916 (Haile v. Holtzclaw) is published on Counsel Stack Legal Research, covering Texas Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Haile v. Holtzclaw, 414 S.W.2d 916, 10 Tex. Sup. Ct. J. 333, 1967 Tex. LEXIS 291 (Tex. 1967).

Opinion

SMITH, Justice.

Respondent, Clyde H. Holtzclaw, who claims title to a ⅜⅛ interest in the properties of W. B. and Irene Haile under the will of W. B. Haile, sued petitioners, Byrum Haile, et al., seeking: to set aside a deed and remove cloud from title to his claimed fractional interest in the W. B. Haile lands in Hutchinson County, Texas; an accounting for royalties and rentals allegedly withheld from him by petitioners and for damages. The petitioners, as trustees of the W. B. Haile estate, filed a cross-action in which they asserted that through a mistake of law occasioned by an erroneous legal interpretation of the will of W. B. Haile they paid respondent $36,253.33, which amount they were entitled to recover from him. In the same cross-action the petitioners asked for a declaratory judgment holding that the respondent had no interest, legal or equitable, in the assets of the W. B. Haile estate. The jury found respondent did not have the mental capacity to execute the deed in question and judgment was entered setting it aside. The judgment declared respondent the owner of an undivided ⅜⅛ of the properties of W. B. and Irene Haile under the will of W. B. Haile; awarded respondent damages in the amount of the difference between that actually paid *920 him for the four years preceding the filing of this cause and the amount the trial court decreed should have been paid him for that period; and denied petitioners any relief on their cross-action. The Court of Civil Appeals affirmed the trial court’s judgment awarding the respondent an undivided ⅜⅛ interest in the properties; affirmed the award of damages; affirmed the denial of relief sought in the petitioner’s cross-action ; and, reversed and remanded that portion of the court’s judgment which had set aside the deed for want of mental capacity. 400 S.W.2d 603.

From an examination of the judgment of the trial court we find that it decreed Holtzclaw the owner of an undivided ⅜⅛ interest, subject to a life estate in Irene in %ths of said ⅜⅛, in the property passing under the will of W. B. Haile. In its judgment the court itemized the property — both mineral interests and real estate — to which Holtzsclaw was entitled to a ⅜⅛ share. This judgment when compared to the inventory of W. B. Haile’s estate reveals that Holtz-claw received his interest from W. B. Haile’s separate property and the community property of W. B. and Irene Haile. In other words, the trial court was of the opinion that W. B.’s will was effective to pass both his separate property and the Community property of him and his wife.

For convenience the petitioners will hereinafter be designated as “The Hailes”, the testator and testatrix as “W. B.” and “Irene”, respectively, and the respondent will be designated as “Holtzclaw”.

Both parties filed applications for writ of error. Holtzclaw’s application was granted because of the granting of Haile’s application. It is undisputed that Holtz-claw is the surviving husband of Betty, a daughter of W. B., who died testate subsequent to the death of W. B. and prior to the death of Irene. Betty named Holtzclaw as the sole legatee and devisee of her estate.

On November 20, 1948, W. B. died testate leaving a will which was substantially identical in its terms to the will of his wife, Irene. Both wills were executed on the same day. The parties agree that the wills are ambiguous.

The pertinent provisions of W. B.’s will are:

“FIVE It is my will and desire if I shall pre-decease Irene Haile, that I do hereby give, devise, and bequeath unto my beloved wife, Irene Haile, all personal property which I may own at the time of my death including cash on hand and in the bank, together with all other personal property, with the full right to manage and dispose and expend same.
“It is further my will that all income from all royalty interest shall be divided into eleven equal parts, and that each of our beloved children named below shall receive an undivided one-eleventh and that Irene Haile shall receive two-elevenths. That there will be reserved at all times by the executor sufficient money to pay all inheritance, income and other taxes of every kind and character.
“SEVEN It is my will and desire and I do hereby direct that if I should predecease Irene Haile she shall have the sole management and control and direction of all of my separate estate as well as her separate estate, and that so long as Irene Haile shall live, the royalty income from said property shall be divided as provided in Paragraph Five, that is the said Irene Haile shall receive two-elevenths and each of our children shall receive one-eleventh of such income, after deduction of an adequate reserve for the payment of taxes. Proper division of said funds shall be made within a reasonable length of time after the royalty is received, not to exceed thirty days, unless all our children below named consent to a further extension, which they may do for the purpose of convenience in distributing said funds. With reference to all other income except royalty income, it is my *921 wish and desire that my beloved wife shall have full right to expend and dispose of same should she so desire. Whenever the term ‘royalty income’ is used in this will, it shall be construed to mean all income derived from the production and sale of oil, gas and other minerals, including royalty, over-riding royalty, and oil, gas and casinghead gas payments.
“EIGHT That it is my wish and desire, and I hereby direct, after consultation and full understanding with my beloved wife, Irene Haile, that if Irene Haile should pre-decease me, that our ■children, including our own child, Byrum Haile and my children, by a former marriage, Verdie Herrington, Chlorie Haile, Jim Haile, Betty B. Holtzclaw, Meade Haile and Nadine Haile Martin, and Mrs. Irene Haile’s children by a former marriage, namely Mrs. Mary Fry Gray and Mrs. Walta Fry Russ, shall upon my death be the equal owners of all my property both real, personal and mixed, of every kind and character whatsoever and that all income from said property shall be divided equally between all of said named •children without reference to community property rights, or to any separate property rights of either of us hereby stating that it is my will and desire that upon my death, that all of my property together with all the property of my beloved wife, Irene Haile, shall be considered as community property without reference to any separate property rights which either of us may claim.
tl * * *
“TEN

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Bluebook (online)
414 S.W.2d 916, 10 Tex. Sup. Ct. J. 333, 1967 Tex. LEXIS 291, Counsel Stack Legal Research, https://law.counselstack.com/opinion/haile-v-holtzclaw-tex-1967.