Lowe v. Ragland

297 S.W.2d 668, 156 Tex. 504, 1957 Tex. LEXIS 543
Texas Supreme Court·Decided January 9, 1957·No. A-5560·Published·Cited by 27 cases

Opinions

Mr. Justice Garwood,

delivered the opinion of the Court.

This is a title suit for a half interest in something over 600' acres of land brought by our petitioner, Mrs. Violet Lowe, claiming that interest as heir of her husband, John Francis Lowe, who died intestate and without descendants in 1946. The defendants (Ragland et al., who are also petitioners here) claim the property under grants from Thomas E. Lowe, brother of the plaintiff’s said deceased husband. Both sides deraign title ultimately from J. W. Lowe and wife Ellen. The two latter, who were respectively the great-uncle and great-aunt of the two mentioned brothers, owned the property in community and died testate in 1919 and 1945, respectively.

Various law questions are involved, but as will hereinafter more fully appear, the controversy turns principally upon certain provisions of the will of the great-uncle, J. W, in favor of the two brothers (John Francis and Thomas E.), their father, Emmett F. K. Lowe, and the surviving great-aunt, Ellen, as well as upon four certain deeds, or purported deeds, made by Ellen after the death of J. W. — three of them contemporaneously on May 22nd, 1933, and one in 1942 — in favor of her said nephew, Emmett F. K. Lowe, and the two brothers or great-nephews. The community ownership of J. W. and Ellen is not as such controlling, since there now seems to be no question about the trial court’s finding that the will of J. W. purported to dispose of Ellen’s community half and that she [507] •elected to take under it, although thereafter indicating ignorance of the legal effect of her action. It appears to be also undisputed at this stage of the case that the will of Ellen, dated on the same day as her three above-mentioned 1933 deeds, is without determinative effect, since by reason of one or more of the other instruments above mentioned, any right she might have had in the property ceased prior to, or upon, her death in 1945.

The will of J. W. Lowe contained provisions devising the property to the nephew, Emmett F. K. Lowe, for life, with a remainder, which, for all practical purposes here, may be described as one of the descendants of Emmett, who should be living at Emmett’s death. Since Emmett lived until 1949, and his son John Francis thus predeceased him by three years and left no descendants, the remainder as to John Francis failed, and John Francis thus had no interest which the plaintiff might inherit as his widow, unless he had meanwhile acquired an interest otherwise than by the will.

In this latter connection, however, the will of J. W. also provided that: “Should my wife, Ellen Lowe, survive me, then she shall have full control, management and disposition of all property of every kind, or character whatsoever herein, above referred to, mentioned and described, as long as she shall live.” (Emphasis supplied.)

The above-mentioned three 1933 deeds of Ellen purported to exercise the power of “disposition” last above quoted and respectively to convey particular tracts of 106 acres each, or a total of 318 acres, out of the total property in question. Each 1933 deed referred to its corresponding 106 acre tract by informal description, which is now questioned for sufficiency. Each recited a consideration of “one dollar” and “love and affection” and respectively purported to grant to the nephew, Emmett, and to each of the two great-nephews an estate for life in the particular tract conveyed to each, with remainder to the heirs of the body of the particular grantee and a special provision in favor of each nephew in case the other should die leaving no descendants. Each deed also contained the following provision:

“It is understood that this conveyance---does not become ¡operative until death of grantor, grantor herein reserving the right to use, manage, control and dispose of said lands until her death.” (Emphasis supplied.)

[508] Thereafter, and while the plaintiff’s husband John Francis-was still living, Ellen executed the above-mentioned 1942 deed. Reciting, as to consideration, only the words “for valuable-consideration,” and reserving a life estate in the grantor, it-purports by the granting clause to convey all of the property in suit (thus including the three 106 acre tracts purportedly conveyed in 1933) to the nephew, Emmett, for life, with absolute remainder in fee to John Francis and his brother Thomas-E. Immediately following the description of the land, it contained the following clause:

“It is speeifiically provided, however, that this conveyance-is subject to the conveyances and provisions therein of three-deeds which I executed on May 22, 1933, and which are recorded in---” (giving record data).

The trial court, sitting without a jury, and upon elaborate-findings, awarded the plaintiff, Violet, half of her claimed half interest in the total property in suit. It thus held that she was-in no event entitled to the full half claimed, since any interest of her husband, John Francis, was acquired by gift and accordingly became his separate estate, but that, while his death in 1946 without descendants eliminated him as a devisee under the-will of his great-uncle, he had acquired an absolute remainder-half interest by Ellen’s 1942 deed, Ellen being empowered by the above-quoted provision of the will to make this disposition of the property during her life. As to the 1933 deeds, the court held that, although the descriptions were sufficient under the circumstances in evidence, the deeds were yet invalid by reason of their foregoing language of testamentary character and that the above-quoted reference to them in the 1942 deed did not except from the grant of the latter the three 106 acre tracts otherwise included.

Upon appeal by the defendants and cross-appeal by the plaintiff, Violet, the Court of Civil Appeals (283 S.W. 2d 280) sustained the views of the trial court, except as to the effect of the 1933 deeds. As to them it held that, although they were, indeed, void as testamentary, the reference to them in the 1942 deed amounted to an exception of the three corresponding tracts totaling 318 acres, which accordingly did not pass under the 1942 deed but, being affected by no valid deed, passed under the will of the great-uncle and thus, upon the deaths of the great-aunt, Ellen, in 1945, and the nephew, Emmett, in 1949, belonged entirely to Thomas E., John Francis having meanwhile died childless. The obvious effect of this holding was substan[509] tially to reduce the plaintiff’s recovery by eliminating any interest on the part of her deceased husband, John Francis, and herself in the 318 acres, and it was on this question that her application for writ of error was granted, the application of the defendants being granted because of the granting of the former.

Our action on the plaintiff’s application, of course, assumes that the above-quoted provision of the will of J. W. Lowe empowered Ellen to alienate, by gift and otherwise, the entire property in question, since the plaintiff could have no possible claim to any part of the property, unless under the 1942 deed, which in turn depends on Ellen’s power of “disposition” under the will. We will refer in more detail to this power later on in connection with the application of the defendants. Our action likewise assumes that the 1933 deeds were correctly held void as testamentary — an assumption which neither side seems seriously to dispute.

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Lowe v. Ragland, 297 S.W.2d 668, 156 Tex. 504, 1957 Tex. LEXIS 543 (Tex. 1957).

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