Michael Roberts and Judith Lee Berry v. Eva Wilson

394 S.W.3d 45, 2012 WL 2627538, 2012 Tex. App. LEXIS 5355
CourtCourt of Appeals of Texas
DecidedJuly 5, 2012
Docket08-11-00153-CV
StatusPublished
Cited by4 cases

This text of 394 S.W.3d 45 (Michael Roberts and Judith Lee Berry v. Eva Wilson) 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
Michael Roberts and Judith Lee Berry v. Eva Wilson, 394 S.W.3d 45, 2012 WL 2627538, 2012 Tex. App. LEXIS 5355 (Tex. Ct. App. 2012).

Opinion

OPINION

CHRISTOPHER ANTCLIFF, Justice.

Appellants appeal a partial summary judgment in favor of Appellee and the judgment of the trial court in granting Appellee’s petition for partition. 1 Appellants bring six issues: (1) error in the trial court’s granting of partial summary judgment; (2) error in the trial court’s ruling on the effects of a partition deed on a determinable fee or other special conditions and the warranty elements of a partition deed; (8) error by the trial court in construing the wills of Loyd E. Wilson and Verna Mae Wilson; (4) error in ordering the remaindermen to reimburse a part of the real property ad valorem taxes to the possessory life tenant; (5) error in an award of attorney’s fees; and (6) “miscellaneous” errors on nine collateral issues. For the reasons that follow, we affirm.

PROCEDURAL BACKGROUND

Appellee Eva Wilson filed an original petition seeking partition of real and personal property and a declaratory judgment relating to property inherited by Appellee’s spouse, Gerald Wade Wilson (“Gerald”) 2 , by operation of the Wills of Loyd E. Wilson (“Loyd”) and Verna Mae Wilson (“Verna”) on August 3, 2010 (“WÍU” or ‘Wills”). Appellee named Michael Roberts, Judith Lee Berry (collectively, “Appellants”), and Angela Jan Roberts as defendants in the action, and AppeUants answered and filed a counterclaim for a declaratory judgment. 3 Ap-pellee later amended her petition, seeking to quiet title, partition personal property, and declare judgment relating to mineral interests of property inherited by Gerald. Appellee filed a Motion for Partial Summary Judgment (“PSJ”) asking the court to determine as a matter of law that the Wills did not create a possibility of re-verter; that by conveying the property to Gerald as a fee simple without reservation that Appellants were estopped from asserting any inconsistent interest; and that Appellee was entitled to recover attor *48 ney’s fees. Appellants opposed, requesting that the trial court deny Appellee’s PSJ, enter a declaratory judgment “properly setting forth the intent and proper interpretation” of the Wills, and to grant Appellants’ motion for reasonable attorney’s fees. However, other than attaching responsive evidence relating to Appellants’ attorney fee argument, Appellants simply reattached the evidence offered by Appellee in her PSJ. Appellants presented no new evidence. Following a hearing on December 10, 2010, the trial court granted the PSJ in favor of Appellee.

A bench trial was held on January 20, 2011. Following that, the trial court ruled in favor of Appellee and ordered a partition and appointed commissioners. Appel-lee filed proposed findings of fact and conclusions of law (after these were requested by Appellants) which were accepted by the trial court. Appellants did not file their own proposed findings and the record does not reflect any objection(s) to Appellee’s proposed findings and conclusions. Appellants filed a motion for new trial, which was overruled by operation of law. Appellants timely appealed.

FACTUAL BACKGROUND

Loyd and Verna Wilson owned, among other property, approximately 230 acres in Hood County, which is the source of the real property at issue in this appeal. Loyd and Verna had three children: Gerald, Judith Lee Berry, and Janice Roberts. Janice Roberts had two children: Michael Roberts and Angela Jan Roberts. Loyd died in 1996 and his Will was admitted to probate the next month. At the time of his death, Loyd and Verna owned a community estate consisting of the 230 acres, assorted personal property, and other real property and mineral interests which are not at issue. On Loyd’s death, Verna inherited Loyd’s half of the community estate (as an income beneficiary and as Trustee for their children) and all of Loyd’s separate real property, while continuing to own an undivided one-half interest in the community estate. The remainder of the property went into the Loyd Wilson Trust. In 2001, Loyd and Verna’s daughter Janice died.

Verna died in 2007 and her Will was admitted to probate in 2007. Verna’s Will, Paragraph 5.01, provided that because Loyd predeceased her, all of her property, both real and personal, was left to her three children, Judith, Gerald, and Janice, in equal shares. Because Janice predeceased Verna, her one-third interest in the estate was left to Michael and his sister Angela, pursuant to Paragraph 5.02 of Verna’s Will. On Verna’s death, the Loyd Wilson Trust terminated and the property interests in the trust were distributed pursuant to the terms of the wills. Paragraph 5.03 of Verna’s Will (which is a prime subject of the litigation) provides:

On the date of the execution of my Will, my son, Gerald Wade Wilson, has no child or children or their descendants, and in the event he dies without child or children or their descendants, all property herein devised and bequeathed to him shall pass to and vest in the other two (2) devisees and legatees, in equal shares.

The distribution of Verna’s estate is disputed by Appellants and Appellee.

In 2008, Angela transferred the entirety of her interest in the estate to Michael. To effectuate this transaction the executors of Verna’s estate and the Trustees of the Loyd Wilson Trust executed deeds which conveyed an undivided one-third interest in the 230 acres of real property to Gerald, Judith, and Michael. On September 29, 2008, Judith and Michael executed a general warranty deed, captioned “Partition Deed,” transferring a surface estate in *49 three tracts totaling about 104 acres 4 of the 280 acres to Gerald as grantee. The deed was made without reservations.

Gerald died intestate in January of 2010 without leaving any children. At the time of his death, Gerald and Appellee resided on the 104 acres, and Appellee continues to occupy and claim 100 acres as homestead property.

Michael filed an “Affidavit of Fact and Notice of Claim of Reverter” in the Real Property Records of Hood County on March 8, 2010, in which he claimed that property inherited by Gerald from Loyd and Verna was subject to a reverter clause contained in Paragraph 5.03 of the Wills. Appellee filed the instant case on August 3, 2010, seeking to (a) establish Appellee’s ownership of the interests for the purposes of partition, and (b) to obtain a declaratory judgment construing the Wills and the Partition Deed to resolve the dispute about Appellee’s ownership of these interests, subject to her homestead life estate in 100 of the 104 disputed acres.

DISCUSSION

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394 S.W.3d 45, 2012 WL 2627538, 2012 Tex. App. LEXIS 5355, Counsel Stack Legal Research, https://law.counselstack.com/opinion/michael-roberts-and-judith-lee-berry-v-eva-wilson-texapp-2012.