In Re Estate of Bean

206 S.W.3d 749, 169 Oil & Gas Rep. 359, 2006 Tex. App. LEXIS 9417, 2006 WL 3068814
CourtCourt of Appeals of Texas
DecidedOctober 31, 2006
Docket06-05-00102-CV
StatusPublished
Cited by24 cases

This text of 206 S.W.3d 749 (In Re Estate of Bean) 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
In Re Estate of Bean, 206 S.W.3d 749, 169 Oil & Gas Rep. 359, 2006 Tex. App. LEXIS 9417, 2006 WL 3068814 (Tex. Ct. App. 2006).

Opinion

OPINION

Opinion by

Justice ROSS.

This is an appeal from a judgment on a jury verdict construing Mary Ann Bean’s will. Paragraph 6(3) of Bean’s will devises “the eighty (80) acres I own in the J. Bennett Survey.” The current dispute arose because Bean did not expressly own “80 acres in the J. Bennett Survey.” William Shore is both the independent executor and a devisee of his great-aunt Bean’s estate. Shore’s cousins are Tom G. DeWitt, III, James J. De-Witt, and Mario DeWitt Senick (the De-Witts). The DeWitts asked the court to declare which interest(s) passed under paragraph 6(3) and which under the residuary clause (devising everything remaining to the DeWitts). 1 After a jury trial, the judge declared the DeWitts to have prevailed, detailed the contours of the paragraph 6(3) conveyance, and assessed attorney’s fees against Shore, individually. Shore and his son, Brenham 2 (collectively, the Shores) appeal.

*754 The Shores, jointly, raise one issue: lack of jurisdiction. Shore, individually, raises three additional issues: (1) violation of Rule 301 — judgment inconsistent with the pleadings, evidence, and verdict; (2) improper withdrawal of the surface estate from the jury; and (3) improper attorney’s fees. We conclude the trial court properly exercised jurisdiction over this probate matter and essentially entered a proper declaratory judgment, which requires only slight modification. The trial court erred in assessing fees, and remand on this issue is required.

I. FACTUAL AND PROCEDURAL BACKGROUND

These parties are before this Court for the third time. 3 The DeWitts’ current petition sought partition, accounting, and distribution of the estate; a declaratory judgment to construe the will; and removal of Shore as the independent executor. The DeWitts sought a declaration (1) that nothing passed under paragraph 6(3); or, alternatively, (2) “describing the interest which passes pursuant to paragraphs [sic] 6(3)” and which interest(s) through the residuary. More than a year after the DeWitts’ application, Shore executed and filed an executor’s deed consistent with his construction of paragraph 6(3). The same day, Shore filed an application for discharge and “Verified Final Accounting,” claiming full administration of the estate. The trial court then ordered, in an agreed temporary injunction, that Shore and the DeWitts refrain from taking further action on the estate without court action. The DeWitts supplemented their petition to include voiding Shore’s executor’s deed purporting to convey property pursuant to paragraph 6(3). The case then went to jury trial to determine Bean’s intent in paragraph 6(3).

A. The Will Language

The relevant portions of paragraph 6(3), as amended by two codicils, read:

Regarding the eighty (80) acres I own in the J. Bennett Survey, I give a life estate to my great-nephews, TOM G. DeWITT, III, JAMES J. DeWITT and WILLIAM R. SHORE, JR., ... as life tenants the right to collect, receive, receipt for, use, enjoy, possess and consume the income from the gas well on the property....
At the death of WILLIAM R. SHORE, JR., I bequeath his one-third share to BRENHAM SHORE, in fee simple.
Upon the death of either TOM G. DeWITT III or JAMES J. DeWITT, I bequeath his one-third share of the life estate to MARLO ANN DeWITT and WILLIAM R. SHORE, JR., equally, as a life estate. Upon the death of the survivor, then I bequeath the entire life estate to BRENHAM SHORE, in fee simple.

B. The Ambiguity

At trial, the uncontroverted evidence indicated the extent of the estates that Bean owned and might have contemplated devising under paragraph 6(3). Back in the *755 1930s, Bean’s parents acquired several properties, totaling 425.59 acres. In 1972, Bean and her siblings partitioned the surface, creating Bean’s 77.83-acre surface estate. The siblings expressly excepted the mineral estate from the partition; each sibling still owned a 1/5 undivided interest in the 425.59-acre mineral estate. At the time she drafted her will in 1995 and at her death in 2000, Bean owned the 77.83-acre surface estate in the Bennett and Chaddick surveys and the 1/5 undivided interest in the 425.59-acre mineral estate in the Bennett, Chaddick, McAnulty, and Ravey surveys. On questioning by the Shores at trial, James DeWitt agreed that the 1/5 interest in the 425.59-acre mineral estate constituted a “mineral estate of 85.1 acres.”

The Shores took the position that Bean intended to convey both the surface estate and the entire mineral estate. In support, the Shores introduced evidence of other devises in Bean’s will that approximated the acreage of the estates and surveys involved. The DeWitts, in support of their position that paragraph 6(3) conveyed only one gas well, submitted evidence of sixteen wells, including one on Bean’s 77.83 surface acreage, from which Bean drew income. The Shores presented evidence that only three of these sixteen wells were on the 425.59-acre tract, since Bean’s interest was pooled. They also, to refute the “one well” theory, presented evidence that the well on the 77.83 surface acres was not drilled until after both the will and the first codicil (but before the second codicil) were signed.

C. The Jury Charge

The Shores submitted a proposed jury question, denied by the court, that asked whether paragraph 6(3) conveyed the mineral interest in the 425.59-acre tract. Question 2, as initially presented by the court at the charge conference, asked whether Bean conveyed “one particular gas well or ... her undivided mineral interest in the real property.” (Emphasis added.) The Shores did not object to this question. The DeWitts did object and asked the court to change “in the real property” to “in the 77.83 acre tract.” The change essentially removed the Shores’ position from the jury’s consideration. The court, on the record, overruled the De-Witts’ objection. The court also ruled that the surface estate was unambiguously not included in paragraph 6(3).

When the court charged the jury, however, it asked about the surface estate and incorporated the overruled DeWitts’ change to Question 2. The jury was charged and answered as follows:

QUESTION 1.
Do you find that the “eighty (80) acres I own in the J. Bennett Survey” in paragraph 6(3) of the Last Will and Testament of Mary Ann Bean is the 77.83 acre tract owned by Mary Ann Bean at the time of her death?
Answer “Yes” or “No.”
Answer: Yes
If you have answered ‘Yes” to Question 1, then answer the following question.
QUESTION 2.
Do you find that Mary Ann Bean intended to convey her interest in one particular gas well or her undivided interest in the 77.83 acre tract?

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Cite This Page — Counsel Stack

Bluebook (online)
206 S.W.3d 749, 169 Oil & Gas Rep. 359, 2006 Tex. App. LEXIS 9417, 2006 WL 3068814, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-bean-texapp-2006.