Montgomery v. Browder

930 S.W.2d 772, 1996 WL 481587
CourtCourt of Appeals of Texas
DecidedOctober 30, 1996
Docket07-96-0104-CV
StatusPublished
Cited by38 cases

This text of 930 S.W.2d 772 (Montgomery v. Browder) 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
Montgomery v. Browder, 930 S.W.2d 772, 1996 WL 481587 (Tex. Ct. App. 1996).

Opinions

BOYD, Justice.

In this appeal, appellants Jack and Mike Montgomery seek reversal of a summary judgment in favor of appellees Josephine Browder; Josephine Bruyere; Elizabeth Rolfes; Patty Nell Carver, Independent Executrix of the Estate of Frances Appleby; and Geraldine Tennant, individually and as Independent Executrix of the Estate of Maude Browder (the Browder Group). Appellants advance six reasons why the trial court erred in granting appellees’ motion for summary judgment and denying appellants’ motion for summary judgment. We affirm the judgment of the trial court.

Appellants entered into a contract to purchase land from Frances Browder Mullan (Mullan), a life tenant of certain land located in Donley County. The Browder Group are remaindermen claiming an interest in the land. A somewhat detañed recitation of the facts is necessary for a proper discussion of this appeal.

In September 1984, Bess E. Browder (Bess) made and published her last wñl. Her death soon followed and the will was admitted to probate in Potter County. As pertinent to this appeal, the will provided:

AÜ of the rest, residue and remainder of my estate, real and personal and wheresoever situated, I give to my beloved sister FRANCES BROWDER MULLAN, for her natural life with remainder over at her decease as is hereinafter set forthe [sic] in Paragraph V, provided that if needed by the said Frances Browder Muñan during her lifetime she may appriate [sic] from the corpus of my estate such sums as shañ be necessary supplementary to aü other sources of income for her proper maintenance and support in accordance with her present station in life.
In the handling, managing, control and disposition of the property of my estate I give to the said Frances Browder Muñan during her lifetime every power and authority which she would have if she were the free [sic] simple owner thereof, but the remainder of the property of my estate in its original or converted form, by sale or otherwise, at my said sister’s decease to pass to the remaindermen as hereinafter stipulated. Añ of the monies received from oü, gas and other mineral royalties, bonuses, delay rentals and from the production of ofl, gas and other minerals shañ be considered income of the life tenant.
Upon the death of my sister, or upon my death should my sister predecease me, the then remainder of aü of my property real and personal and wherever situated, shañ pass to the foüowing persons whose names are as foñows: Josephine Bruyere, Maude E. Browder, Betty Rolfes, Frances Apple-by, Geraldine Tennant, and Josephine Chamberlain Browder, share and share alike. Should any of the above predecease me, then the share of my estate which [775]*775would have gone to said deceased had she survived me shall revert back to the estate to be shared by the remaining heirs.

Mullan was also named as Independent Executrix of Bess’s estate, and all remain-dermen survived Bess.

On or about October 20, 1986, Mullan entered into a “Contract of Purchase and Sale of Real Property” with appellants covering the Donley County property. The pertinent portions of the contract are:

1. Sellers owns [sic] and holds record legal title in and to that real property described as: (property description).
Seller contracts and agrees to sell and convey said land to Buyers and Buyers contract and agree to purchase and take title thereto ah for the total consideration of Fifty Five Thousand and no/100 — ($55,-000.00) — Dollars, paid and to be paid as follows:
Twenty Five Thousand and no/100— ($25,000) — Dollars cash to be paid in hand to Seller by Buyers at the closing of this transaction, and—
The execution and delivery of their one certain promissory note by Buyers payable to the order of Seller bearing date of the closing date of this contract in the original principal amount of Thirty Thousand and no/100 bearing interest from date thereof on the unpaid principal balance at the rate of 8% per annum. The principal of said note shall be payable as the operation of the property will afford after payment of the annual expenses thereof, but in any event the unpaid principal shall be paid in full on or before fifteen years after the date of the said note.
⅜ ⅜ ‡ ⅜ ⅜ ⅜
2. Buyers shall execute and deliver a Deed of Trust granting the deed of trust lien against said land to secure the prompt payment of said promissory note.
3. Seller, as a part of the consideration herein, contracts and agrees to forgive the unpaid balance of principal and interest on her promissory note above described remaining on the date of her death, and to make this agreement legally effective, Seller Covenants [sic] that she will make and execute a will, or codicil to a Last Will and Testament meeting the requirements of the statute of wills of this state forgiving the unpaid balance of principal and interest, if any, remaining due and owing on said note on the date of her death.

On November 26, 1986, the deal was closed. Appellants paid the cash consideration of $25,000 and the $30,000 “Deed of Trust Promissory Note” was executed and delivered. Mullan also executed a “Warranty Deed with Vendor’s Lien,” individually and as independent executrix of Bess’s estate.

Also included in the summary judgment evidence is a document bearing Mullan’s signature and entitled “Codicil to my Last Will and Testament.” This document did not qualify for probate under Arizona law, apparently the state of Mullan’s residence. This document reads as follows:

I, as Seller of real property described as: (property described).
as part of the consideration of the sale to Jack and Mike Montgomery of Hall County, Texas, (called “Buyers” in the Contract of Purchase and Sale of above land), contract and agree to forgive the unpaid balance of principal and interest on the prom-issaiy [sic] note I hold describing the above property, remaining at the time of my death.
I have made this codicil to my Last Will and Testament, as I promised I would do in the Contract of Purchase and Sale of this Real Property.

This document shows to have been signed by Frances R. Mullan on October 9,1985.

Appellants made interest payments on November 25,1987 and 1988 but, when attempting to make a November 1989 payment, learned that Mullan died on August 14,1989. Mullan’s will was admitted to probate in Maricopa County, Arizona. Included in the will was a provision in which she attempted to dispose of all properly owned by her at her death, “including property inherited from my sister Bess E. Browder_”

In their suit giving rise to the summary judgment and this appeal, the Browder Group sought judgment that the note was [776]*776their property as remaindermen, for recovery of the unpaid principal and interest on the note, and for foreclosure of the liens securing the note, attorney fees, and accrued rental value. In their motion for summary judgment, the Browder Group alleged that after Mullan’s death, appellants did not pay installments of interest on the note executed by them and were, therefore, in default under the note.

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Cite This Page — Counsel Stack

Bluebook (online)
930 S.W.2d 772, 1996 WL 481587, Counsel Stack Legal Research, https://law.counselstack.com/opinion/montgomery-v-browder-texapp-1996.