in the Matter of the Estate of J.L. Beasley

CourtCourt of Appeals of Texas
DecidedMay 22, 2014
Docket11-12-00173-CV
StatusPublished

This text of in the Matter of the Estate of J.L. Beasley (in the Matter of the Estate of J.L. Beasley) 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 the Matter of the Estate of J.L. Beasley, (Tex. Ct. App. 2014).

Opinion

Opinion filed May 22, 2014

In The

Eleventh Court of Appeals __________

No. 11-12-00173-CV __________

IN THE MATTER OF THE ESTATE OF J.L. BEASLEY, DECEASED

On Appeal from the County Court Jones County, Texas Court Cause No. 11-6985

MEMORANDUM OPINION Kelly Ashworth Stovall, Appellant, appeals the final judgment entered by the assigned statutory probate judge, the Honorable Robert E. Price, who construed the Last Will and Testament of J.L. Beasley. Judge Price held that J.L. intended to give Appellant 80 acres located on the east side of the western half of the 320-acre tract of land, but not the house or barn located on the 320-acre tract. Appellant and J.L. each owned an undivided one-half interest in the entire 320-acre tract at the time of J.L.’s death. Appellant challenges the court’s findings of fact and conclusions of law on the issues of latent ambiguity in J.L.’s will, the admission of extrinsic evidence, and the legal and factual sufficiency of the evidence. We affirm in part and reverse and remand in part. I. Background Facts Juanita Beasley died before her husband, J.L. Beasley. Prior to Juanita’s death, she and J.L. owned, in common, a 320-acre tract of land in Jones County, Texas. Located on the west side of the 320-acre tract of land is a house, which served as the couple’s residence. A barn is also located on the 320-acre tract. A satellite image of the property, which was entered into evidence, is reproduced below.

The barn appears to be the central structure in the satellite image, while the house, the smaller structure, lies just northwest of the barn. No one testified about the structures’ locations as depicted in the satellite image. Through her will, Juanita gave her one-half undivided community interest in the 320-acre tract of land to Appellant, her granddaughter. Juanita gave her one-half community interest in the house to her husband.

2 J.L. died on July 27, 2010, and his will was admitted to probate in the Jones County Court. J.L. bequeathed a portion of the 320-acre tract to Appellant and a portion to Appellee, Judy Beasley Cooley. J.L.’s will contains the following bequests regarding the 320-acre tract of land:1 [Section 3.01.1 of the will provides that Appellant is to receive] all of that real property situated in Jones County, Texas, and being the east one-half of that 320 acre tract located in the T.A. Thompson Survey No. 203, Patent No. 149, Jones County, Texas, as said 320 acre tract is described in Warranty Deed from David Bales et al to N.S. Dougherty, dated August 28, 1891, recorded in Vol. 11, Page 156, and in a deed filed in Volume 517, Page 298, all in the Deed Records of Jones County, Texas.

[Section 3.01.3(a) of the will provides that Appellee is to receive] [t]he west one-half of that 320 acre tract located in the T.A. Thompson Survey No. 203, Patent No. 149, Jones County, Texas, as said 320 acre tract is described in Warranty Deed from David Bales et al to N.S. Dougherty, dated August 28, 1891, recorded in Vol. 11, Page 156, and in a deed filed in Volume 517, Page 298, all in the Deed Records of Jones County, Texas.

J.L.’s will named Appellee, his daughter, the executor of his estate. After assuming her role as executor, Appellee interpreted J.L.’s will to mean that she was to receive the house outright and that she and Appellant were to equally share an undivided one-half interest in the 320-acre tract of land. Appellant disagreed with Appellee’s interpretation and brought a declaratory judgment action, by which she asked the court to construe J.L.’s will to convey an 80-acre tract on the western half of the 320-acre tract to Appellee, while the other 80 acres to the east, but still on the western half of the 320-acre tract, went to Appellant. After a bench trial, Judge Price issued a final judgment that construed J.L.’s will to give 80 acres on the west side of the western half of the 320-acre tract,

1 The will makes no mention of the house or any barn located on the 320-acre tract of land.

3 including the house and barn, which Judge Price found to be situated thereon, to Appellee and 80 acres on the east side of the western half of the 320-acre tract to Appellant. The interest Appellant received from Juanita was construed to be the eastern 160 acres of the entire 320-acre tract. At Appellant’s request, the court issued findings of fact and conclusions of law. Appellant filed a motion for new trial, in which she contended that the court erred when it found that J.L.’s will was a legal partition of the 320-acre tract. The court denied Appellant’s motion for new trial, and this appeal followed. II. Issues Presented Appellant presents eight issues on appeal. In her first three issues, Appellant contends that the lower court erred when it held as a matter of law that J.L.’s will contained an ambiguity that required the court to look to extrinsic evidence; when it considered extrinsic evidence to resolve said ambiguity, given that Texas law resolved the ambiguity; and when it considered declarations made by J.L. that contradicted his will. By her fourth issue, Appellant claims that the evidence was legally and factually insufficient to support the court’s finding that J.L. intended to convey to Appellee all of his interest in the marital residence and barn located on the west side of the 320-acre tract. Appellant also challenges the court’s finding that J.L. intended to convey to Appellee an 80-acre tract on the west side of the 320-acre tract that included the marital residence and barn. Through her fifth and sixth issues, Appellant argues that the county court’s final judgment cannot be upheld because it is contrary to the law of partition and because there was no evidence of a description of the 80-acre tract of land devised to Appellee. In her seventh issue, Appellant claims that the court should not have given effect to J.L.’s intent because it contradicts Texas law regarding partition. By her eighth issue, Appellant contends that the county court’s final judgment 4 must be remanded, given that it does not provide the requested relief and raises numerous fact issues. III. Standard of Review Extrinsic evidence is admissible to determine a testator’s intent when there is an ambiguity in the language of the will. In re Estate of Cohorn, 622 S.W.2d 486, 488 (Tex. App.—Eastland 1981, writ ref’d n.r.e.). Whether the language of a will is ambiguous is a question of law and is reviewed by this court de novo. In re Estate of Slaughter, 305 S.W.3d 804, 808 (Tex. App.—Texarkana 2010, no pet.). In a de novo review, the lower court’s decision is accorded no deference. Id. IV. Analysis A. Ambiguity Appellant challenges, in her first issue, Judge Price’s Conclusions of Law No. 7 and No. 8, by which the court held that J.L.’s will contained a latent ambiguity that required it to look at extrinsic evidence in order to determine J.L.’s intent. Appellant argues that Sections 3.01.1 and 3.01.3 of J.L.’s will unambiguously devised his one-half undivided interest in the 320-acre tract, which was 160 acres, in an 80-acre parcel to her, situated on the eastern half of the west half of the 320-acre tract, while Appellee got the other 80-acre parcel on the western half of the west half of the 320-acre tract. The remaining eastern half, 160 acres, of the 320-acre tract belonged to Appellant by the prior bequest of Juanita. Appellant also contends that she and Appellee are each entitled to a one-half interest in the house located on the 320-acre tract because J.L. did not specifically mention the house in his will and because a gift of real property includes whatever is erected or affixed to the land.

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