in Re: Estate of George Slaughter

CourtCourt of Appeals of Texas
DecidedJanuary 20, 2010
Docket06-09-00081-CV
StatusPublished

This text of in Re: Estate of George Slaughter (in Re: Estate of George Slaughter) 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 George Slaughter, (Tex. Ct. App. 2010).

Opinion



In The

Court of Appeals

Sixth Appellate District of Texas at Texarkana



______________________________


No. 06-09-00081-CV
______________________________


IN RE:
ESTATE OF GEORGE SLAUGHTER, DECEASED





On Appeal from the County Court at Law
Harrison County, Texas
Trial Court No. 7030





Before Morriss, C.J., Carter and Moseley, JJ.
Opinion by Chief Justice Morriss


O P I N I O N

When George Slaughter drafted his holographic will in 1955, little could he foresee that this brief, handwritten document would become the subject of litigation in the year 2009. This case is an appeal from a declaratory judgment interpreting the Will of Slaughter.

The issue before us is whether Slaughter intended to devise all of the mineral rights in his estate to his three sons to be held in common or whether he intended to devise only the royalties to his three sons to be held in common, with the remainder of the mineral estate passing to each of the sons in equal but separate interests.

The trial court determined the will to be patently ambiguous and determined Slaughter's intent was to devise all of the mineral rights to his three sons, to be held in common. Because we find the will to be unambiguous, and because the trial court erred in failing to ascribe the ordinary and generally accepted meaning to the language of the will, we reverse the judgment of the trial court and render judgment favoring the position espoused by Cary Abney, the independent executor of Slaughter's estate, as more particularly set out at the end of this opinion.

When Slaughter died in 1965, he left a holographic will, (1) which bequeathed to each of his three sons 158 acres of land, thus equally dividing Slaughter's real property. After Slaughter's will was probated, his sons (2) partitioned the property (into three 158-acre tracts) per deed recorded in the deed records of Harrison County, Texas. No questions were raised regarding the holographic will until 2006 when Tommy Slaughter died and Abney became independent executor of his estate. Questions arose regarding the correct interpretation of Slaughter's holographic will when Abney attempted to lease the minerals beneath certain lands that were specifically devised to Tommy.

The will provides, inter alia, that each of Slaughter's three sons is to "share and share alike production royalty and unproduction royalty." This clause is the only exception or reservation to the otherwise comprehensive bequest as to specific parcels of land to each of Slaughter's three sons.

To obtain clarity and certainty regarding the disputed language in the will, Abney filed an application for declaratory judgment (3) asking the trial court to declare the ownership of the mineral estate (including royalty interests and executive rights) in and to all the lands Slaughter owned at the time of his death. (4) Charley and Willie answered the declaratory judgment action, contesting the relief sought. (5)

After a hearing, (6) the court issued its judgment, concluding that each of the three sons and/or legal representatives of their estates are entitled to the executive rights to lease the mineral interests of the mineral estate located under the surface estate to each. The judgment further ordered that all income derived from the mineral estate of the lands of George, "including lease bonus payments, delay rentals, and royalties, shall be divided equally among the three interest owners of the minerals and royalties . . . ."

Abney appeals, claiming the trial court erred in failing to apply the ordinary, accepted, and legal meaning of certain words and terms within the will pertaining to the excepted portion of the mineral estate from the bequests of real property to each of Slaughter's sons. The dispute centers on paragraph five (7) of the holographic will. That paragraph provides that each Slaughter son is to "share and share alike production royalty and unproduction royalty." The parties disagree as to what portion of the fee title of the allocated parcels of land identified in Slaughter's will is covered and controlled by the preceding language. Abney contends that only the royalty that may be produced from such lands is covered by the language at issue. Charley and the estate of Willie contend that the referenced language effectively severed the surface and mineral estates as to the respective tracts of land and vested each son with the surface estate of the land devised to him along with an undivided one-third interest in the mineral estates (including royalty income) under the entirety of the land devised in the will. The issue before the trial court was whether the referenced language covers the entire mineral estate or whether it is limited to that portion of the full mineral estate which is designated as royalty.

1. Standard of Review

The determination of whether a will is ambiguous is a question of law. Harris v. Hines, 137 S.W.3d 898, 903 (Tex. App.--Texarkana 2004, no pet.); Hurley v. Moody Nat'l Bank of Galveston, 98 S.W.3d 307, 310 (Tex. App.--Houston [1st Dist.] 2003, no pet.). If the court can give a certain or definite legal meaning or interpretation to the words used, the will is unambiguous, and the court should construe it as a matter of law. Steger v. Muenster Drilling Co., 134 S.W.3d 359, 373 (Tex. App.--Fort Worth 2003, pet. denied). Questions of law are reviewed de novo. Harris, 137 S.W.3d at 903; see also Cherokee Water Co. v. Freeman, 33 S.W.3d 349, 353 (Tex. App.--Texarkana 2000, no pet.) (whether deed is ambiguous is question of law subject to de novo review). There were no factual matters at issue in this case; the only issue before the trial court was the application of the law to the facts. Even in those cases of ambiguous instruments, if the extrinsic evidence is undisputed as to the circumstances, the construction is still a question of law for the court. Brown v. Payne, 1142 Tex. 102, 76 S.W.2d 306, 308 (1943); In re Estate of O'Hara, 549 S.W.2d 233, 238 (Tex. Civ. App.--Dallas 1977, no writ); see also Taylor v. Baten, 481 S.W.2d 450, 451 (Tex. Civ. App.--Beaumont 1972, no writ). We will, therefore, review the trial court's determination of whether the will is ambiguous under a de novo standard of review. In a de novo review, no deference is accorded to the trial court's decision. Quick v. City of Austin, 7 S.W.3d 109, 116 (Tex. 1998).

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