Jackson v. Templin

66 S.W.2d 666, 92 A.L.R. 873
CourtTexas Commission of Appeals
DecidedDecember 30, 1933
DocketNo. 1439-6089
StatusPublished
Cited by45 cases

This text of 66 S.W.2d 666 (Jackson v. Templin) is published on Counsel Stack Legal Research, covering Texas Commission of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Jackson v. Templin, 66 S.W.2d 666, 92 A.L.R. 873 (Tex. Super. Ct. 1933).

Opinion

RYAN, Judge.

There is involved in this case the proper construction to be given the following clause in the will of J. E. Jackson, deceased, viz.: “I direct and bequeath that there shall be set apart to my daughter, Fannie Jackson, as trustee for the use and benefit >of my daughter, Kate Jackson, a -tract of 200 acres of land situated in Hunt County, being the southeast block of my 1200 acre tract and shown on plat as Block 6, and also my $1000.-00 stock in the First State Bank of Ladonia, and also a one-half interest in my home place on Main Street in Ladonia, fronting 130 feet on said Main Street and running back the entire length of block. Said trustee is to hold said property in trust for my daughter, Katie Jackson, for her maintenance during her life, and at the death of my said daughter, Katie, said trust estate is to revert to all my children then living or their heirs. Said trustee shall have full power to rent or sell any of said trust property as may seem best, save the home place which I desire to pass as provided, that is, one-half interest to Kate for her life, and then to go to my children then living or their heirs; said trustee shall pay to said Katie whatever shall appear necessary for her comfortable maintenance and support from the income of said trust estate. I desire said trustee to hold same during her natural life and to name her successor in her will who shall be a member of the family by blood or marriage, but in event said trustee shall marry or desire to relinquish said trust,- then her successor shall be named by a majority of my children then living. I give and bequeath all my household effects after the bequests herein mentioned are satisfied to my daughter, Katie Jackson” ■ — with reference to the right of the trustee to borrow money by mortgage on such property.

Kate Jackson was, as proven, deaf and dumb, and not normal mentally. By an order of the probate court, Fannie Jackson was confirmed and qualified as trustee of the estate of Kate Jackson, as provided in the will; her bond was fixed at $20,000; afterwards she married a Mr. Kavanaugh and subsequently died. Pearl Thomas, daughter of the deceased, was then selected as successor trustee in the place of Fannie Jackson, by a majority vote of the children of J. E. Jackson, the deceased, in accordance with the terms of his will, which action was confirmed by the probate court, and her bond fixed, at $20,000. She duly qualified, executed the bond, and took charge of Kate Jackson’s estate.

On September 12,1927, Pearl Thomas, trustee of the estate of Kate Jackson, borrowed from Frances Templin, guardian of the estate of Clyde Dozier, n. c. m., the sum of $1,500 out of funds of the estate of said Clyde Dozier, and executed a note therefor payable three years after its date, with interest at the rate of 7 per cent, per annum, payable annually, all past-due interest to bear interest at the rate of 10 per cent, per annum, and containing the usual maturity acceleration clause on failure to meet any installment of interest or to perform the agreements contained in the deed of trust given to secure said note, and the usual 10 per cent, collection fee clause if the note be placed in the hands of an attorney for collection, or if collected by suit or through the probate court.

At the same time, Mrs. Pearl Thomas, trustee, executed a deed of trust to Tom L. Mc-Culloch, trustee, in which the said tract of 200 acres of land in Hunt county (described in the above-described devise to Fannie Jackson in trust for the use and benefit of Kate Jackson) was conveyed for the purpose of securing payment of said note and indebtedness. Rosser Thomas, husband of Pearl Thomas, joined her in the execution o£ said note and said deed of trust.

Because of default in payments required, on said note, the property, after due notice, was advertised for sale by a substitute trustee (McCulloch having resigned), and, at such sale, Frances Templin, guardian of the estate of Clyde Dozier, being the highest and best bidder, became the purchaser, and on November 7, 1929, received deed of conveyance from the substitute trustee; on February 28, 1930, she filed this suit, in trespass to try title, in the district court of Hunt county against Kate Jackson, J. A. Jackson, as trustee of the estate of Kate Jackson (he having succeeded Pearl Thomas as such), Pearl Thomas, and her husband, Rosser Thomas, for the title and possession of said tract of land, rents, and damages. Afterwards Mercantile Bank & Trust Company of Texas became the guardian of the estate of Clyde Dozier, n. c. m., and was substituted in the place of Frances Templin, as such, in the litigation.

The transcript discloses answer filed only by Kate Jackson and J. A. Jackson, consisting of general demurrer, general denial, plea [668]*668of not guilty, and an averment that plaintiff’s claim is unfounded and constitutes a cloud, upon title which should be removed.

Judgment was rendered by the trial court, divesting title to the land in controversy out of the defendants and vesting same in Clyde Dozier, suing through his guardian, Mercantile Bank & Trust Company of Texas, which judgment was affirmed by the Court of Civil Appeals. 40 S.W.(2d) 058.

It is the contention of plaintiffs in error that, under the terms of the will of J. B. Jackson, deceased, the trustee of Kate Jackson had no authority to create debts and liens against property, the income of which only was to be used for the benefit of Kate, and that the right to rent or sell did not include the right to mortgage; therefore the deed of trust given by Pearl Thomas, trustee, to secure a loan, as well as all proceedings thereunder, are void, and did not divest title out of the trustee for Kate to the property set apart for her; maintenance and care.

On the other hand, defendant in error contends that, under said will, the right to mortgage. was given, in that authority to “rent or sell anyi of said trust property as may seem best” includes the power to mortgage, and asserts the doctrine in this state to be “that an unrestricted power to sell confers the power to mortgage, especially where the power to sell is not limited or restricted.”

Therefore, the question to be determined is which of the above contentions is correct, as applied to this case.

In construing a will, the intention of the testator must be ascertained (Laval v. Staffel, 64 Tex. 370; Gallagher v. Redmond, 64 Tex. 622; Lake v. Copeland, 82 Tex. 464, 17 S. W. 786; Philleo v. Holliday, 24 Tex. 38; Haupt v. Michaelis [Tex. Com. App.] 231 S. W. 706) from the language-of the will itself (Frame v. Whitaker, 120 Tex. 63, 36 S.W. (2d) 149; McMurry v. Stanley, 69 Tex. 227, 6 S. W. 412; Darragh v. Barmore [Tex. Com. App.] 242 S. W. 714; 29 R. C. L. 204), if possible, and, if not in contravention of some established rule of law or public policy, must be given effect (Haring v. Shelton,' 103 Tex. 11, 122 S. W. 13; Brooks v. Bvetts, 33 Tex. 732; Bell County v. Alexander, 22 Tex. 351, 73 Am. Dec. 268 ; 40 Cyc. 13S6).

In Cleveland v. Cleveland, 89 Tex. 445, 35 S. W. 145, 147, the court quoted with approval fi’om Hunt v. White, 24 Tex. 652, as follows: “It is competent to admit parol evidence — as it is sometimes, though not very accurately, expressed — to explain a will or other written instrument, by showing the situation of the testator in relation to persons and things around him; or, as it is often expressed, by proof of the surrounding circumstances, in order that his will may be read in the light of the circumstances in which he was placed at the time of making it.

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66 S.W.2d 666, 92 A.L.R. 873, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jackson-v-templin-texcommnapp-1933.