Lowrance v. Whitfield

752 S.W.2d 129, 103 Oil & Gas Rep. 369, 1988 Tex. App. LEXIS 91, 1988 WL 63629
CourtCourt of Appeals of Texas
DecidedJanuary 21, 1988
Docket01-86-00604-CV
StatusPublished
Cited by8 cases

This text of 752 S.W.2d 129 (Lowrance v. Whitfield) 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
Lowrance v. Whitfield, 752 S.W.2d 129, 103 Oil & Gas Rep. 369, 1988 Tex. App. LEXIS 91, 1988 WL 63629 (Tex. Ct. App. 1988).

Opinions

OPINION

JACK SMITH, Justice.

The primary issue in this will construction suit is whether the last will and testament of Wade Miller, deceased, devised his children a vested remainder in certain land or devised them a contingent remainder subject to a condition precedent to vesting. After summary judgment motions were filed by all parties, the trial court held, as a matter of law, that the devise was a contingent remainder. The appellants, Geneva Miller Lowrance and Ronald Lowrance, assert nine points of error on appeal.

Wade Miller died survived by his wife, Bulah Miller Whitfield, the appellee, and his two daughters, Geneva Miller Low-rance, and Lucille Miller Rhodes. Lucille later died, and Ronald Lowrance, her nephew and son of Geneva Miller Lowrance, succeeded to her interest in Wade Miller’s estate.

It is uncontested that Wade Miller’s will devised to his wife, the appellee, a life estate in all his separate property and his interest in their community property. In her summary judgment affidavit, the appel-lee alleged that the appellants executed and delivered an oil lease on land that was part of the Wade Miller estate and that she refused to execute the lease. The appellants allege that the appellee had attempted to execute an oil and gas lease upon the real property and that she had requested that the appellants also execute the lease. The appellants brought suit for construction of the will, declaration of the validity of the restrictions upon the alienability of real property devised thereunder, declaration of the powers of the life tenant, mandatory and restrictive injunctive relief and damages, and for waste of the remainder estate.

Initially, the appellants contend that the trial court erred in granting summary judgment for the appellee because, as a matter of public policy, the condition contained in Wade Miller’s will was void as a restraint on alienation. They argue that because the will left them a vested remainder, the provision in the will, that made their vested remainder interest subject to complete divestment, was void and against public policy. The appellee contends that the appellants’ interest was not a vested remainder, and the rule against unreasonable alienation is not applicable.

The provisions of Wade H. Miller’s last will and testament that the trial court construed are as follows:

[132]*132V.
Subject to the life estate in and to the real estate described in the foregoing paragraph IV as bequeathed and dismissed [sic] to my wife, BULAH MILLER, and subject to the hereinafter provided condition, it is my will and desire that all of the real estate deemed in law to be my separate property, and all of my interest in the real estate deemed in law to be community property of my marriage to BULAH MILLER, that I may own or have an interest in at the time of my death shall pass to and vest in fee simple in my three (3) children, namely, MILDRED MILLER LEWIS, wife of NED LEWIS, LUCILLE MILLER RHODES, wife of BUDDY RHODES, and GENEVA MILLER LOWRANCE, wife of J.J. LOWRANCE and; at the time of death, subject to the hereinabove mentioned life estate and subject to the hereinafter provided condition, I hereby GIVE, BEQUEATH and DEMISE to my said children, namely, MILDRED MILLER LEWIS, LUCILLE MILLER RHODES, and GENEVA MILLER LOW-RANCE, all of the real estate deemed in law to be my separate property and all of my interest in and to real estate deemed in law to be community property of my marriage to BULAH MILLER, that I may own or have an interest in at the time of my death, to have as their own in fee simple, to share and share alike, however, subject to the hereinafter provided condition.
* * * * * *
VII.
As a condition hereof in vesting the fee simple title to real estate herein bequeathed and dismissed [sic] to my said children, or their children, as the case may be, Testator hereby expressly provides that in the event any child or the child or children of any child should sell, or attempt to sell by executing a deed or other instrument of conveyance, or mortgage or attempt to mortgage by executing any instrument designed as a mortgage, to, of or upon any interest bequeathed and dismissed [sic] to any child or children during the lifetime of my wife, BULAH MILLER, then, in such event, the part or portion of my said estate so bequeathed and dismissed [sic] to said child or children shall divest of and from said child and children and thereupon pass to and become the property of my said wife, BULAH MILLER. In such event, said interest or interests shall divest of and from said child or children and thereupon become vested in my said wife without necessity of re-entry or entry by my said wife, BULAH MILLER, who thereafter shall hold such interest or interests in fee simple as her own property to the full extent as if said interest or interests had been hereby bequeathed and dismissed [sic] to her in fee simple in the first instance.
In the event my wife, BULAH MILLER, should fail and refuse to pay all of the just debts owing by me, as soon as practical after my said death from personal property and proceeds therefrom herein bequeathed and dismissed [sic] to her. Then, in such event, she shall only take so much of my said estate, including personality and realty, that she would be entitled to hold and take under the laws of descent and distribution in force and effect at the time of my said death, and the remaining property as bequeathed and dismissed [sic] to my said wife, BU-LAH MILLER, shall pass to and vest in my hereinabove named children or their said children, the same as if my said wife were deceased at the time of my death.

In construing wills, the intent of the testator must be determined and given effect whenever possible. Rust v. Rust, 147 Tex. 181, 211 S.W.2d 262, 266 (Civ.App.—Austin), aff'd, 147 Tex. 181, 214 S.W.2d 462 (1948). All provisions of a will must be considered in ascertaining the real intent of the testator. Frame v. Whitaker, 120 Tex. 53, 58, 36 S.W.2d 149, 151 (1931). A basic rule of will construction is to determine the intent of the testator from the language within the four comers of an instrument, Odeneal v. Van Horn, 678 S.W.2d 941, 942 (Tex.1984). However, if the instrument is ambiguous to the extent that the testator’s [133]*133intent cannot be ascertained, extrinsic evidence is admissible to aid in the will’s construction. Unitarian Universalist Serv. v. Lebrecht, 670 S.W.2d 402, 404 (Tex.App.—Corpus Christi 1984, writ ref’d n.r.e.).

If ambiguities regarding the language of a will remain, the general rules of construction apply. Rust v. Rust, 211 S.W.2d at 266. Whether a remainder is vested or contingent depends upon the language used. If the conditional element is incorporated into the description of or into the gift to the remainderman, then the gift is contingent; however, if after words giving a vested interest, a clause is added divesting the interest, the remainder is vested. Guilliams v. Koonsman, 154 Tex.

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Lowrance v. Whitfield
752 S.W.2d 129 (Court of Appeals of Texas, 1988)

Cite This Page — Counsel Stack

Bluebook (online)
752 S.W.2d 129, 103 Oil & Gas Rep. 369, 1988 Tex. App. LEXIS 91, 1988 WL 63629, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lowrance-v-whitfield-texapp-1988.