Roberts v. Chisum

238 S.W.2d 822, 1951 Tex. App. LEXIS 1970
CourtCourt of Appeals of Texas
DecidedApril 13, 1951
Docket2862
StatusPublished
Cited by3 cases

This text of 238 S.W.2d 822 (Roberts v. Chisum) 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
Roberts v. Chisum, 238 S.W.2d 822, 1951 Tex. App. LEXIS 1970 (Tex. Ct. App. 1951).

Opinion

GRISSOM, Chief Justice.

Sirvelia Roberts instituted this suit to construe the will of E. M. Chisum, deceased. She contended that under said will she acquired the fee simple title to a tract of land. In a trial to the court, judgment was rendered that fee simple title to said land did not vest in her but that her interest should not be forfeited because she brought the suit. Mrs. Roberts has appealed.

The will of E. M. Chisum was executed in March, 1916. He died in May, 1916. His will was probated in September, 1916. The second paragraph of his will stated, “I give and bequeath to my son William A. Chisum the following described property * * There followed a general description of three tracts of land and a bequest to his son of half of his cattle. The third and fourth paragraphs, which constitute the remainder of the body of the will, are as follows:

“3rd: I give and bequeath to my granddaughter, Mrs. Sirvelia Roberts, all of my horses; Also one half of all the cattle of said estate; Also all of a certain tract of land situated on Flat Creek in Erath County, Texas, containing 177; Provided. *823 that said tract of land shall not be sold or disposed of in any way whatsoever, by the said Mrs. Sirvelia Roberts, or any one else during her lifetime. And also further provide that at the death of the said Mrs. Sirvelia Roberts, if she leave no heirs, said land (heretofore) mentioned shall become the property of the William A. Chisum heirs.”
“4th: I also further direct that if any beneficiary of any estate after my death, become dissatisfied with this will, and should institute suite in any court, they shall not receive any part of said estate, further than to have this will probated.”

When said will was executed, Mrs. Roberts was married but had no children. She now has five children, the first child having been born in 1919. Mrs. Roberts moved on the land about the time the will was probated and has resided there since.

Stripped of all words not directly pertinent to the inquiry, the language to be construed is: “3rd: I give and bequeath to my granddaughter Mrs. Sirvelia Roberts * * * all of a certain tract of land situated on Flat Creek in Erath County, Texas, containing 177; provided that said tract of land shall not be sold or disposed of in any way whatsoever, by the said Mrs. Sirvelia Roberts, or anyone else during her lifetime; And also further provide that at the death of the said Mrs. Sirvelia Roberts, if she leave no heirs, said land * * * shall become the property of the William A. Chisum heirs.” In the second paragraph, immediately preceding the language just quoted, by the use of the same words prior to the attempt to restrain alienation and the provision for a gift over to the heirs of William A. Chisum, the testator had given to his son, William A. Chisum, the fee simple title to four tracts of land. The devise to the son, however, was not followed by any attempt to restrain alienation, nor by a provision for a gift over in any event. In the third paragraph, the testator gave to his granddaughter, Mrs. Roberts, all of his horses, half of his cattle and 177 acres of land. However, in the same sentence he provided that the land should not be sold during her lifetime. In the second sentence of the 3rd paragraph, he clearly placed a limitation upon the otherwise absolute gift of the land by providing that if Mrs. Roberts died without leaving heirs said land should, in such event, then become the property of the “William A. Chisum heirs.” We are of the opinion that the testator, by the use of the language employed in the first sentence of the 3rd paragraph intended to devise said tract of land to Mrs. Roberts, but that 'he attempted to prevent the sale hereof during her lifetime. He used the identical words, prior to the provision for restraint on alienation, in giving land to the granddaughter that he had used in devising the fee simple title to land to his son. It was not necessary in order to devise a de-feasible fee to Mrs. Roberts, that he should use the expression to her “and her heirs” in the granting clause. Pool v. Sneed, Tex, Civ.App., 173 S.W.2d 768, 776, R.W.M. Furthermore, he used the same language in the granting clause with reference to land that he used in making an absolute gift to Mrs. Roberts of property other than land. But, by the last sentence of the 3rd paragraph there was created a limitation upon the estate conveyed to Mrs. Roberts. Said provision definitely and clearly qualifies and limits the otherwise absolute gift made in the preceding sentence and changes a devise which, without the latter provision, would have created a fee simple title into an estate in fee, defeasible, however, upon the happening of the stated contingency, that is, that Mrs. Roberts die without leaving a child surviving her. Federal Land Bank of Houston v. Little, 130 Tex. 173, 107 S.W.2d 374, 375, 376; Darragh v. Barmore, Tex.App., 242 S.W. 714, 717; Harrell v. Hickman, 147 Tex. 396, 215 S.W.2d 876, 878 ; 44 Tex.Jur. 829, 830; West v. Glisson, Tex.Civ.App., 184 S.W. 1042, 1045, WR.

In the Little case, the part of the will in question was “I give devise and bequeath all the rest residue and the remainder of my estate both real and personal to my son L. T. Little to have and to hold to him and his heirs forever in the event L. T. Little *824 shmád die without an heir my estate to be divided equally between the heirs of H. H. Little Mary Davidson and R. C. Little.” (Italics ours.) So far as the question presented is concerned, there is no room for distinguishing that and the instant case. The Supreme Court held that the quoted provision gave' to L. T. Little a fee simple estate, defeasible upon his death without leaving a surviving child.

In St. Paul’s Sanitarium v. Freeman, 102 Tex. 376, 117 S.W. 42S, the court construed the following clauses of a will:

“Second. I give and bequeath to Robert M. Freeman, Of Dallas county, Texas, all my property, real and personal and mixed, that I may own and be possessed of at the time of my death.
“Third. It is my will and desire that in the event the said Robert M. Freeman shall die without issue then it is my will and desire that all of my said property willed as aforesaid be given to St. Vincent de Paul Institution or order, for the benefit of the sick Sisters of that order in Dallas county, Texas.”

Freeman filed suit to construe said will and to have determined whether he was entitled to a fee simple estate or whether his estate was subject to be divested by his death without issue. The Supreme Court, in an opinion by Judge Gaines, said: “In the present case the second clause of the will gives to the defendant in error all the testator’s property that he may own at the time of his death. This, however, is qualified by the third clause, which prescribes that it is his will and desire that, in the event the said Robert M. Freeman shall die without issue, then that all of his property willed as aforesaid be given to St. Vincent de Paul Institution or order, for the benefit of the sick Sisters of that order in Dallas county, Texas.”

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Related

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379 S.W.2d 390 (Court of Appeals of Texas, 1964)
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274 S.W.2d 135 (Court of Appeals of Texas, 1954)
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254 S.W.2d 865 (Court of Appeals of Texas, 1953)

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Bluebook (online)
238 S.W.2d 822, 1951 Tex. App. LEXIS 1970, Counsel Stack Legal Research, https://law.counselstack.com/opinion/roberts-v-chisum-texapp-1951.