Patton v. Smith

221 S.W. 1034
Procedural entryThis page is a short order in Patton v. Smith. Read the opinion of the Court — 1920 Tex. App. LEXIS 534
Court of Appeals of Texas·Decided April 10, 1920·No. No. 8314·Published

Opinion

RASBURY, J.

This suit was instituted by Ben W. Smith, and, after his death, pendente lite, prosecuted by his executrix, against A. 0. Patton, independent executor of the estate of Dr. E. G. Patton, and against said A. G. Patton and G. H. Patton, residuary legatees under the will individually. The petition, which was an amended one, asserted, as against the estate of Dr. E. G. Patton,'an agreement on the part of Dr. Patton, grounded upon a valuable consideration, to bequeath Ben W. Smith $10,000 at his death and his subsequent failure to observe the contract. Against the executor and the residuary legatees as such, it was charged that the reasonable value of the estate of Dr. Patton received by the executor was $125,-000, and, after the payment of all debts and special bequests, the executor had distributed the estate, and that A. O. and O. H. Patton, as residuary legatees, had received and accepted from the executor of the estate, and then had in their possession, property reasonably of the cash value of $Y5,000. Prayer in substance was for judgment against A. O. Patton, executor, as such, and against A. O. •and C. H. Patton, residuary legatees, personally, for $10,000 and interest, in proportion to the value of the property received by them from the estate. To meet exceptions which asserted that 'the petition disclosed no liability against plaintiffs in error for the reason that it failed to disclose what property of the estate came into possession of the executor as such or into possession of the residuary legatees, defendants in error filed trial amendment, in which it was charged that the executor, as such, after his qualification and the probate of the testator’s will, had received from the estate property of the aggregate value of $109,444.80, same being particularly enumerated, which he had at that time “entirely distributed * * * among the devisees and legatees, * * * and that there now remains in his hanas as executor no part of said estate which has any appreciable value, and that as residuary legatees and devisees in said will A. O. Patton and O. H. Patton have received of the assets of said estate an amount largely in excess of the claims of plaintiffs herein and amply sufficient to satisfy said claims.”

The property alleged to have been received by the legatees was scheduled and consisted of realty, promissory notes, corporate stock, and cash, and was alleged in the petition to be of the value of $75,000. It is appropriate to state here that the pleading of A. O. Patton, executor, also alleged that he had distributed the entire estate of his testator. The pleading being in substance as recited, plaintiffs in error, A. O. and G. H. Patton, individually, excepted to same on the ground that the facts alleged did not entitle defendants in error to a personal judgment against either of the residuary legatees, which was overruled, and to which action of the court plaintiffs in error excepted. There was, on the pleadings recited, a trial to jury to whom the issues of fact were referred for special verdict in form of the usual interrogatories. Prior to submission of the fact issues to the jury, plaintiffs in error requested, and the court refused, a peremptory instruction in favor of the executor, A. C. Patton, as such, and a similar instruction in favor of A. G. Patton and G. H. Patton, individually, to which action of the court they excepted. The facts found by the jury and included in the judgment are in substance these: The testator, Dr. E. G. Patton, did, prior to his death, promise Ben W. Smith, if he would dispose of his business in Sulphur Springs and remove to and associate himself with Dr. Patton in business in Dallas, the latter would bequeath him $10,000 at his death. Smith, in consideration of the promise, did dispose of his business, remove to Dallas, and become associated with Dr. Patton in business. Dr. Patton did not, at his death, bequeath Smith the promised $10,000. There were other and adverse findings on matters of defense urged by plaintiffs in error not necessary to enumerate. Upon the special verdict judgment was for the defendants in error for the aggregate sum of $11,800 against A. O. Patton, executor, as such, and against A. O. and C. H. Patton, the residuary legatees, individually. Thereupon appeal was perfected to this court. The record on appeal is the usual one, save that it is not accompanied by a statement of facts.

As we have indicated, when defendants in error concluded the introduction of testimony, plaintiff in error A. O. Patton requested the court- to peremptorily direct verdict for him as executor on the ground that it appeared from the pleadings of both parties that the executor, at the time of trial, had distributed or passed all assets of the estate to the devisees and legatees. The request was refused, and the court’s action is assigned as error. Our probate acts recognize the right of persons capable of making a will to have their estates administered independently . of the probate court, save the probating and recording of the will and the return of inventory; direct how debts and claims may be enforced; and provide that execution shall run against the estate in the hands of the executor. Articles 8362, 3363, 2005, Yernon’s Sayles’ Tex. Civ. Stats. Upon death of a person leaving a will, the estate immediately vests in the devisees, subject to payment of the debts of the testator, save that which is exempt from such payment;'but that the executor shall never[1036] theless be entitled to possession of tbe estate for tbe purpose of administering same. Article 3235, Id. Incidentally, creditors may require independent executors, in case of waste, mismanagement, or misapplication of tbe estate, to execute bond, and, as against tbe beneficiaries under tbe will, may require security to be given for tbe payment of tbeir claims or debts. Article 3364, Id., et seq.

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Patton v. Smith, 221 S.W. 1034 (Tex. Ct. App. 1920).

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