Johnson v. Moore

223 S.W.2d 325, 1949 Tex. App. LEXIS 2119
CourtCourt of Appeals of Texas
DecidedJuly 6, 1949
DocketNo. 9753
StatusPublished
Cited by12 cases

This text of 223 S.W.2d 325 (Johnson v. Moore) 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
Johnson v. Moore, 223 S.W.2d 325, 1949 Tex. App. LEXIS 2119 (Tex. Ct. App. 1949).

Opinion

HUGHES, Justice.

In this suit we are asked, primarily, to determine the character of estate received in certain lands by a father under the will of his son.

Stated a little less generally the question is whether the father who was devised an estate in remainder in these lands by the will of his son, subject to a life estate in the son’s wife, received a vested estate which he could transmit by will when he did not survive the life tenant. The answer, of course, lies in a proper construction of the son’s will.

In' the event the father did receive a vested estate' in remainder under the will of his son, then it will be necessary to also construe the will of the father.

The son was R. W. Castleman who died in 1906. The father, R, M. Castleman, died in 1920. The life tenant, Mrs. Lena Castle-man, the widow of the son, died in 1947.

The parties to- the suit are all of the heirs of the two deceased sisters of the son, R. W. Castleman. Appellants are the heirs of Mrs. Anna Mitchell and appellees are the heirs of Mrs. Margaret Bull.

It is agreed that the parties to this suit own the full title to the lands involved, the dispute being as to interest owned, respectively, by each set of' heirs; appellees claiming to own an undivided ¾ interest therein and conceding that appellants own the remaining ¼ interest; whereas apel-lants claim that they own an undivided ½ interest therein and appellees the other ½ interest.

Appellees’ claim to a ¾ interest is based on the agreed fact that Mrs. Bull received a ¼ interest under the will of her brother, R. W. Castleman, and the disputed fact that the father, R. M. Castleman, received a ½ interest under his son’s will which he in turn devised to his daughter Mrs. Bull.

Appellants’ claim to a ½ interest in the property is based upon the agreed fact that Mrs. Mitchell received a ¼ interest under the will of her brother, R. W. Castleman, and the disputed fact that, she received another ¼ interest under the terms of such will.

Before setting out and discussing the controversial provisions of the son’s will it is necessary for a better understanding of tlie language used therein to explain that the son’s estate fell into two unusual but important categories which, because of their nature, required different treatment in the will. These categories are referred to by the parties as “inherited” property and “owned” property.

The “inherited” properties were those which the son acquired under the will of his grandfather, Alfred Smith, and his mother, Mrs. Amelia E. Castleman. Both of these wills gave R. W. Castleman (the son) only a life estate in the properties left him, but they each provided that should he die leaving a wife surviving but no surviving child or children then that he had the power of disposition of such property by deed, will, or otherwise as he thought best.

The' “owned” property is all the property owned by the son at the time of his death, except the “inherited” property.

The son, R. W. Castleman, died leaving a surviving wife but no surviving child or children or their descendants.

Only the “inherited” property is involved in this suit. The will of the son, R. W. Castleman, after reciting the power of disposition given him under the wills of his mother and grandfather, gave to his wife, Lena Castleman, a life estate in all of his property, both “owned” and “inherited”, subject to defeasance upon her remarriage. The will also provided for the eventuality of children, and then follow the provisions ■which gave rise to this controversy, and which we quote: “ * * * Should no child survive me, by which is meant be born alive, then it is my will that the remainder after the expiration of the limited estate herein vested in my said wife, in all property of all kinds, real, personal and mixed and wheresoever situate, both that owned in my own right and bequeathed to me, in the wills of my said mother and grandfather shall vest one-half in my father R. M. Castleman and one-fourth each in my sisters Anna Mitchell and Margaret Bull and in their heirs and I here so give, [327]*327devise and bequeath such remainder interest and estate in all of said property. And this bequest of remainder interest shall also apply in the event -a child or children shall be born alive but shall not be alive at the expiration of the limited estate vested in my wife in property which I own in my own right as above provided. If such child, children, or their descendants shall be so alive at the termination of my said wife’s limited estate in'property so owned by me in my own right, then it is my will that such remainder estate in such property shall vest in such child, children or their descendants (per stirpes) but if such child, children or their descendants shall not then be alive, then I here give, devise and bequeath such remainder estate in all so owned by me, one-half to my said father and oné-fourth each to my said sisters, and in the event my father shall not then be alive the whole shall vest in my said sisters, and in the event of the prior death of either of them, shall vest in her descendants.”

It is apparently conceded by appellants, but if not conceded, the law is, that considering only the first sentence of the above quotation, as applied to the ' undisputed facts, that the father, R. M. -Castleman, immediately upon the death of his son, became vested with a remainder estate in fee in all the property, both “owned” and “inherited”, of the son, subject only to the limited life estate given the surviving wife. This because in our opinion the word “heirs” is referable to R. M.'Castleman as well as to the sisters. Also because the result would be the same if the word “heirs” was not so referable. Art. 1291, Vernon’s Ann.Civ.Stats.

Notwithstanding this effect of the first sentence of that portion of the will copied above, appellants earnestly argue that the remainder of such quotation evidences a clear intention on the part of the testator that his father should receive no interest in the properties devised him unless he was living at the time of the death of his son’s wife, the life tenant, and that this intention should control our decision.

We do not believe the will, the whole will, contains any language from which we can reasonably draw the conclusion that the testator had the intention appellants ascribe to him.

It is not enough that we may not understand why a testator does or does not make a particular disposition of his property. Our duty is to conscientiously read the words of the will and implicitly obey them as far as we are given the power to understand the language used, except in cases where a positive rule of law or of public policy is violated. We abhor the thought that we might unwittingly rewrite the will of a decedent.

It is clear from the will that the testator fully understood' the nature of the estate left him by his mother and grandfather, and knew that if he, the testator, died leaving a -child that such child would take the property in fee. The testator, also, in the will, repeatedly recognized the possibility that a child of his might survive him. The testator was aware, too, that he might own properties other than those acquired by inheritance at the time of his death.

With these matters in mind the following disposition o-f his estate, “owned”, and “inherited”, was made:

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Cite This Page — Counsel Stack

Bluebook (online)
223 S.W.2d 325, 1949 Tex. App. LEXIS 2119, Counsel Stack Legal Research, https://law.counselstack.com/opinion/johnson-v-moore-texapp-1949.