House v. Rogers

23 S.W.2d 414
CourtCourt of Appeals of Texas
DecidedNovember 20, 1929
DocketNo. 7362. [fn*]
StatusPublished
Cited by8 cases

This text of 23 S.W.2d 414 (House v. Rogers) 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
House v. Rogers, 23 S.W.2d 414 (Tex. Ct. App. 1929).

Opinions

This is a companion case to that of Porter v. Rogers (Tex.Civ.App.)293 S.W. 577, 580, in which a parol trust was established upon lands conveyed by W. S. G. Wilson to his wife, Lizzie B. Wilson, in 1884. Mr. and Mrs. Wilson were childless, and each had five brothers and sisters. The deed conveyed all the real estate at the time belonging to Mr. Wilson, separately or to the community; and the trust asserted and established in that case was in substance that the consideration for the deed was that if Mrs. Wilson survived Mr. Wilson the deeded property should at her death be divided equally between the Wilson and Ledbetter (Mrs. Wilson's) brothers and sisters, or their descendants. Mr. Wilson died in 1896, and Mrs. Wilson in January. 1921. The will of the latter devised all her property by various special bequests, and a residuary clause in favor of Southwestern University. Some 900 acres of land acquired by Mrs. Wilson subsequently to the 1884 deed was left in trust for the Wilson kin. Jeff T. Kemp was made independent executor. The land involved in the Porter suit had been conveyed by Mrs. Wilson two or three years before her death to two of her sisters, and was not *Page 416 mentioned in her will. Kemp as executor was made a party to the Porter suit, but it does not appear that any relief was sought against him, and he did not appeal from the judgment. The plaintiffs in the Porter and in the instant suit are two daughters of a brother of Mr. Wilson. There were three children of this brother, a son, Dee Wilson, in addition to the two daughters, who survived Mrs. Wilson a short time and died intestate and without issue; plaintiffs being his sole heirs at law. In the present suit the defendants are House and wife, who were devised 612 acres of land by Mrs. Wilson; the Southwestern University, the residuary legatee; and Kemp, the executor.

The case was tried to a jury upon special issues, and the verdict found:

1. That "prior to or at the time of the execution of the deed of May 17, 1884, from W. S. G. Wilson to Lizzie B. Wilson," it was "agreed by and between them as a consideration for the same, that she should hold the property therein conveyed for her own life, and upon her death should leave one-half of said property to the five brothers and sisters of the said W. S. G. Wilson, or their heirs at law, and the other one-half thereof to the five brothers and sisters of the said Lizzie B. Wilson, or their heirs at law."

2. That the reasonable market value on January 2, 1921 (the date of Mrs. Wilson's death), of the lands then held by Lizzie B. Wilson, which were conveyed to her by the deed of May 17, 1884, was $167,375; and

3. That the reasonable market value of all of her "land and real estate" at the time of her death was $400,000.

Upon this verdict the trial court entered judgment, establishing the trust and awarding plaintiffs a one-tenth interest in the 612 acres devised to the Houses, and denying recovery against the executor and Southwestern University.

Both the Houses and the plaintiffs below have appealed. For convenience we will refer to the Houses as appellants and the plaintiffs below as appellees.

The propositions urged by appellants may be reduced to the following:

1. That the evidence tested by the rule that it must be clear and satisfactory was insufficient, both as a matter of law and factually, to establish the trust.

2. That the evidence does not support the finding that the land devised to the Houses was a part of the trust estate.

3. That a certain unsigned will of Mrs. Wilson was inadmissible. Parenthetically, it might be stated at this point that this issue was raised and thoroughly considered in the Porter Case, and upon the authority of that case we overrule this contention.

4. That testimony of plaintiff, Mrs. Willie Rogers, to conversations and transactions between Mr. and Mrs. Wilson, was inadmissible under Rev.St. 1925, art. 3716.

5. That statements made by Mr. Wilson after he executed the deed were not admissible to prove the trust.

6. That certain testimony in the Porter case was not admissible in the case at bar.

7. That plaintiffs were barred from asserting the trust or in any event to the extent of the interest of their brother Dee Wilson, because they accepted the bequest to Dee Wilson, and thereby elected to ratify the will.

Appellees assert substantially:

1. That they were entitled to a decree establishing and enforcing their right as superior in equity to the title and interest of:

A. The Houses in 312 acres (the unsold balance of the original 612 acres), to the extent, (a) of $40,000 (one-tenth of the value of Mrs. Wilson's landed estate); or (b) $16,737.50 (one-tenth of the value of the trust property);

B. The same as to the Southwestern University 361 acres;

C. The same as to a certain 100-acre tract held by the executor under a bequest to the Methodist Orphanage at Waco.

2. That the judgment in the Porter Case was res judicata of the issues presented in the case at bar.

We will not observe the above order in passing upon these propositions.

The contention that the Porter judgment is res judicata of the case at bar (appellees' No. 2 above) we overrule on two grounds:

1. Neither the Houses nor Southwestern University were parties to that suit. The land involved constituted no part of the estate. No relief appears to have been sought either in that case or in the case at bar binding the estate as such in any way. And under no tenable theory could a judgment against the executor in that case bind the Houses or Southwestern University in the instant case.

2. The only issue determined in that case which could materially affect the case at bar was the establishment of the trust; and since the instant judgment established the trust in substantially the same language as the Porter judgment, the ruling of the trial court upon the plea of res judicata becomes immaterial.

We overrule appellees' contention No. 1 C above on two grounds:

1. Neither the bequest to the orphanage, nor the land set aside to satisfy it, was referred to in the pleadings. The executor seems to have been made a party simply for the purpose of a general decree establishing the trust, and there is nothing to show, either by allegation or prayer, that appellees were seeking satisfaction of their claims out of any property other than that conveyed to the Houses and Southwestern University. The real capacity in which the executor held this land was that of trustee, and to charge the property thus held by him, there should have been some allegation showing that appellees were seeking either to recover a specific interest therein or to subject it to the payment *Page 417 of a claim. Since the executor's only duty in the matter was to sell the land and pay the proceeds to the orphanage, the latter should have been made a party to any suit vitally affecting its interest in the land or its proceeds. We cannot construe the pleadings as asserting any relief affecting the orphanage's interests.

2. As will be shown later, the orphanage land was no part of the trust estate.

Appellees' proposition No. 1 A and B, above, seems, as we gather from their brief, to be predicated upon a theory somewhat as follows: Mrs.

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