Pine v. Salzer

824 S.W.2d 779, 1992 Tex. App. LEXIS 335, 1992 WL 18255
CourtCourt of Appeals of Texas
DecidedFebruary 6, 1992
Docket01-91-00707-CV
StatusPublished
Cited by9 cases

This text of 824 S.W.2d 779 (Pine v. Salzer) 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
Pine v. Salzer, 824 S.W.2d 779, 1992 Tex. App. LEXIS 335, 1992 WL 18255 (Tex. Ct. App. 1992).

Opinion

OPINION

WILSON, Justice.

This appeal arises from a summary judgment granted in favor of appellee, John L. Salzer. The trial court’s ruling determined as a matter of law that the will of Dorothy L. Salzer, deceased wife of John L. Salzer, bequeathed certain property to her husband to the exclusion of appellants, other named beneficiaries of decedent. We reverse and remand.

On September 7, 1988, Mrs. Salzer died testate, survived by her husband, John L. Salzer, appellee. On October 19, 1988, 1 Mrs. Salzer’s will was admitted to probate without contest, and appellee was appointed as administrator.

In her will, Mrs. Salzer referred to certain specifically identified items of property as her “separate assets.” She bequeathed the property thus self-categorized to appellants. However, the property identified by Mrs. Salzer as her “separate assets” was legally community property, as stipulated by all parties. Also in the will, Mrs. Salzer bequeathed “whatever community estate” she had to appellee. From these facts, the suit arose between the parties about who was entitled to the property that Mrs. Sal-zer had identified as her “separate assets.”

Appellee filed a petition for declaratory judgment requesting the probate court to declare the disputed property legally his (given its community property status) because the will specified he was to receive “whatever community estate” Mrs. Salzer had. Appellee also filed with the court a motion for summary judgment making essentially the same arguments.

Appellants filed a cross-motion for summary judgment asking the court to award them Mrs. Salzer’s one-half of the community property, referred to as “separate assets,” that Mrs. Salzer had attempted to bequeath to them. Neither party filed a response to the other’s motion for summary judgment.

Appellants’ sole point of error asserts the trial court erred in granting ap-pellee’s motion for summary judgment, and awarding, thereby, all of the disputed assets of the estate to appellee. There is no point of error asserting the trial court erred in not granting appellant’s motion for summary judgment. Appellants raise only the improper granting of appellee’s motion for summary judgment, but have not preserved error, if any, of the trial court in failing to grant their motion. Therefore, on a finding of reversible error, we cannot render judgment for appellants, but can only remand to the trial court for further proceedings. Buckner Glass & Mirror v. T.A. Pritchard Co., 697 S.W.2d 712, 714 (Tex.App.—Corpus Christi 1985, no writ).

Appellee argues the merits of this case need not be reached because appellants failed to preserve error by not answering his motion for summary judgment in the trial court. When a party does not respond to a motion for summary judgment, he may only challenge the grounds for the summary judgment as insufficient as a matter of law on appeal. City of Houston v. Clear Creek Basin Auth., 589 S.W.2d 671, 678 (Tex.1979). We agree with appellants as to the narrow scope of the appeal before us, and consider only whether, “the grounds expressly presented to the trial court by the movant’s motion are insufficient as a matter of law to support summary judgment.” Fisher v. Capp, 597 S.W.2d 393, 397 (Tex.Civ.App.—Amarillo 1980, writ ref’d n.r.e.).

Appellee’s summary judgment motion before the trial court argued solely (relevant to the dispute before us) that decedent’s attempted bequests to appellants of the disputed property were void. It stated:

“The assets comprising the property in dispute were not the separate assets of decedent, as conceded by the defendants *781 (appellants). There were no separate assets of decedent as described in the will. Therefore, the clauses which referred to non-existent assets are void. Jordan v. Virginia Military Institute, 296 S.W.2d 952, 953 (Tex.Civ.App.—San Antonio 1956, no writ).”

In conclusion, appellee stated in his summary judgment, “The property in dispute, as described by decedent in her will, did not exist on the date of her death. The gifts of same are therefore void. Since the property in 'dispute was community property, it passes to plaintiff (appellee), as intended by the testatrix, pursuant to the clause devising all community property to him.”

In the will attached to appellee’s motion for summary judgment, we find the decedent made the following specific bequests: 2

My separate assets are as follows:
(1) A checking account (NOW) at M/Bank, formerly Westbury National Bank, which I give, will and bequeath to my sister, Láveme (West) Pine.
(3) A savings account at Gibraltar Savings (Meyerland) which I give to my sister, Iris (West) Tyndall, of Mesquite, Texas.
(4) A savings account at University Savings, I give to my brother, Conway G. West, Vidor, Texas.
(5) My shares of Atlantic Richfield Company stock I give to my sister, Lois (West) Elkins.
(6) My Fundamental Investors stock I give, will and bequeath to my sister, Mary Lynette (West) Crawford of Milton, Florida.
(7) My Gulf States Utilities stock I give to my sister, Iris (West) Tyndall of Mesquite, Texas.

Following these specific bequests, the decedent left “whatever community estate” she had to appellee.

In reaching his decision, the . trial judge implicitly found that decedent’s attempts to make bequests to her sisters and brother were of no force and effect, and as a matter of law, should be ignored. We assume, given appellee’s sole argument, that the trial court agreed that the bequests were void under the authority of Jordan v. Virginia Military Institute, 296 S.W.2d 952 (Tex.Civ.App.—San Antonio 1956, no writ).

In the Jordan case, decedent, General Samuel D. Rockenbach, provided in his will:

“I have given certain personal effects to my relatives_, whom I desire to remember. Attached to this instrument is a list of certain other effects, which are to be disposed of by my executor as is directed thereon.”

Later in his will, the General stated:

“All of my other property.... to the Virginia Military Institute.”

Jordan at 953.

The list was not attached to the will when the General executed it before witnesses, and he did not attach it later.

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824 S.W.2d 779, 1992 Tex. App. LEXIS 335, 1992 WL 18255, Counsel Stack Legal Research, https://law.counselstack.com/opinion/pine-v-salzer-texapp-1992.