Martin v. Brosig

113 S.W.2d 279, 1938 Tex. App. LEXIS 800
CourtCourt of Appeals of Texas
DecidedFebruary 2, 1938
DocketNo. 8585.
StatusPublished
Cited by3 cases

This text of 113 S.W.2d 279 (Martin v. Brosig) 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
Martin v. Brosig, 113 S.W.2d 279, 1938 Tex. App. LEXIS 800 (Tex. Ct. App. 1938).

Opinion

McCLENDON, Chief Justice.

This suit is in form one to construe the joint and mutual will of Julius H. Brosig, Sr., and wife, Nellie C. Brosig. Mr. and Mrs. Brosig had eight children, four girls, Georgia (Mrs. Martin), Anna (Mrs. Justice), Hattie (Mrs. Goetz), and Lennie (Mrs. Hartmann), and four sons, E. H., Joe, Roy, and Julius H., Jr. The suit was brought by two of the daughters, Georgia and Anna, against their four brothers and two sisters, their mother, and the independent executors of the will. While, as stated, the form of the suit was to construe the will, two objectives were sought, one to impress with a trust in favor of the estate four parcels of land that had been conveyed to the four sons by Mr. and Mrs. Brosig and devised to them in the will; and to charge the interest of Joe Brosig with an indebtedness of $14,000 'alleged to have been loaned him by his father. The will provided for bequests to each of the daughters of $5,000, less stated advancements; and each of the parcels of land devised and conveyed to the sons recited a cash consideration of $5,000 which was in fact in the nature of a bequest or advancement, and the balance of the consideration was represented by notes. The contention of plaintiffs below was, in substance, that under a proper construction of the will each of the eight children was to share equally in the estate; that the value of each of the several parcels of land devised and conveyed to the sons was largely in excess of the expressed consideration; and that in order to carry out the paramount intention and design of the testator a trust should be raised in favor of the estate against each parcel of land to the extent of this excess in value. The trial court sustained a general demurrer to the portion of the petition seeking construction of the will and raising a trust, and, upon plaintiffs declining to amend, dismissed the suit. The appeal is by the plaintiffs below from this judgment of dismissal.

The pertinent portions of the will, copy of which was attached to the petition as an exhibit, read:

“Third. It has been our wish and desire to advance to each of our children, during our. life time, the sum of $5000.00 to help them to get a start in their younger days, and have heretofore carried out that wish to some extent, in that we have advanced to-our daughter, Anna Justice, wife of Robert L. Justice, the sum of five thousand dollars; to our daughter, Georgia Martin, wife of Howard Martin, the sum of four thousand five hundred forty dollars, leaving a balance of four hundred sixty dollars yet to be paid to her; to our daughter, Hattie Goetz, wife of Diedrich Goetz, the sum of twenty-four hundred dollars, leaving a balance of twenty-six hundred dollars yet to be paid to her. We have not at the time of the making of this will made any advancements to our daughter, Lennie Hartmann, wife of Adolph. Hartmann, so that she has received no part of the five thousand dollars which is to be paid to her.
“Fourth. It is our wish and desire to» treat each of our children as near alike in the distribution of our estate as it is possible for us so to do, and as our daughters are married, and, with their husbands, are-living in another county than our home-county, and whose husbands have interests, in the counties of their residence, and in the nature of things their place of residence must be at all times determined by their husbands, we believe that it would be to the-best interest of our children for our daughters to take their interest in our estate in money, notes or other personal property, and our sons take their interest in lands; and so believing, in order to carry out our said wish and make proper disposition of our said estate to the best interest of all while we are living and have the power to-make disposition and distribution of same in the manner in which we want same distributed, and to the end that each child may share as nearly alike in said distribution as possible, we have had our lands appraised by three disinterested persons who are well acquainted with land values, and based upon said appraised valuation of said lands, we have sold and partitioned said lands between our four sons, that is to say, to E. H. Brosig, Joe Brosig, Roy Brosig and Julius H. Brosig, Jr., and have executed and delivered deeds to each of said sons to their respective portions of said lands, each interest set out by metes and bounds in deeds dated March 20, 1933, the possession and use of said lands to be retained by us to a future date, in accordance with the terms of said. *281 deeds as specifically set out in each of said deeds of conveyance.
“In each of said deeds of conveyance is Tecited a consideration of the payment of Hive thousand dollars cash, receipt of which is acknowledged therein. In explanation of that recitation, we wish it understood that it was not intended hy us that said part of ■the consideration should be paid, .but that same should be considered as the advancement to each of our said sons to cover and match the advancement of five thousand dollars heretofore made and to be made to •each of our said daughters above named.
“In the conveyance to our son, Roy Brosig, lie executed to us four notes, note number •one (1) for four hundred ($400.00) dollars, note number two (2) for sixteen hundred ($1600.00) dollars, note number three (3) for one thousand ($1000.00) dollars, and ■note number four (4) for seventeen hundred fifty ($175.0.00) dollars, note number 4 payable in annual installments of one hundred twenty-five ($125.00) dollars each. All of said notes are secured by a vendor’s lien upon the land conveyed to him. Notes numbers 1 and 2 bear interest from their ‘accrual •date’ at 7% per annum, and are secured by •a first and superior vendor’s lien on said land to notes numbers 3 and 4. Notes numbers 3 and 4 are to bear interest from their '‘accrual date’ at the rate of 5% per annum. All of the interest in all of said notes is to be payable annually, and said notes are fully described in our deed of conveyance to our ■said son, Roy Brosig.
“In the conveyance to our son, Joe Brosig, he has executed to us four notes, notes numbers 1, 2 and 3 being each for the principal sum of one thousand ($1000.00) dollars, and note number 4 for the sum of seventeen hundred fifty ($1750.00) dollars. Said note number 4 is to be payable in annual installments of one hundred twenty-five ($125.00) dollars each, and all secured by a vendor’s lien upon the land conveyed to him. Notes numbers 1 and 2 to bear interest at 7% per annum from their ‘accrual date’, and are ■secured by a first and superior vendor’s lien to the lien securing notes numbers 3 and 4. Notes numbers 3 and 4 are to bear interest at the rate of 5% per annum from their ‘accrual date’, and all of said notes are fully described in the deed of conveyance to him, and all interest on said notes is to be paid annually as it accrues.
“In the conveyance to our son, Julius H. Brosig, Jr., he has executed three notes, all fully described in our deed of conveyance to him. Note number 1 for two thousand ($2000.00) dollars bears interest at 7% per annum from its ‘accrual date’, and is secured by a first and superior vendor’s lien to the lien securing notes numbers 2 and 3.

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Bluebook (online)
113 S.W.2d 279, 1938 Tex. App. LEXIS 800, Counsel Stack Legal Research, https://law.counselstack.com/opinion/martin-v-brosig-texapp-1938.