Rogers v. Carter

385 S.W.2d 563, 1964 Tex. App. LEXIS 2466
CourtCourt of Appeals of Texas
DecidedDecember 9, 1964
Docket14293
StatusPublished
Cited by14 cases

This text of 385 S.W.2d 563 (Rogers v. Carter) 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
Rogers v. Carter, 385 S.W.2d 563, 1964 Tex. App. LEXIS 2466 (Tex. Ct. App. 1964).

Opinion

BARROW, Justice.

This case involves the construction of the last will and testament of Jim Rogers, who died on December 14, 1959, at the age of 93 years, leaving six children born during his first marriage, and Mrs. Belle Rogers, his second wife, who were legatees and devisees under his will. 1 It is not asserted that his will is ambiguous, but a controversy arose in that, subsequent to the execution of his will, testator disposed of his interest in four of six sections of land specifically devised to his children and acquired full ownership of the other two sections in which his children were devised specifically designated interests. The trial court withdrew the case from the jury and construed the will as devising the testator’s children specific interests in the six sections of land, and that this specific bequest was adeemed in part by testator’s disposition of his interest in four of these sections prior to his death.

' Jim Rogers’ first wife, Ida, died intestate in 1913, leaving as her sole heirs Jim and their six children, who are appellants in this appeal, and hereinafter referred to as “his children.” Jim and Belle Rogers were married in 1920 and lived together until the death of Jim. They had no children, although Belle had a daughter by a prior marriage. Subsequent to the death of Jim, but prior to the filing of this suit, Belle died testate, leaving her daughter and son-in-law, Louise and Norton Matthews, as her independent executors and sole heirs.

The will of Jim Rogers was executed on November 26,1949. At that time, Jim owned an undivided one-half interest in Surveys 10 and 12, and 440 acres of Survey 14 of T.W. N. G. Ry. Co. Surveys in Schleicher County, Texas. The'tither one-half interest was owned by his son, Melvin Rogers. Jim also *565 owned an undivided one-third interest in Surveys 9, 11 and 13 with two of his sons, Melvin and Merlin. All the even numbered surveys were purchased prior to the death of Jim’s first wife, although the State School Fund was not paid in full until 194Q. In 1941, Melvin acquired the undivided interests of his five brothers and sisters which they had inherited from their mother. In 1942, Jim and Belle Rogers conveyed their undivided one-half in 200 acres of Survey 14 to Melvin, and received a vendor’s lien note in the amount of $5,500. In 1944, Melvin and his wife conveyed all interest in this 200 acres to Jim in cancellation of the vendor’s lien note. However, in subsequent instruments, Jim treated this 200 acres the same as the other 440 acres of Survey 14. The odd numbered surveys were acquired in 1926 by Jim -and his sons Melvin and Merlin jointly, while they were operating as partners in the livestock business. -;-

Jim also owned a community interest with his wife, Belle, in a ranch in Menard County,, which he deeded to Belle, subject to his life estate, at the .time he executed .his will.

After exchanges of property in 1950 and 1957, Jim did not own any interest .in Surveys 9, 10, 12 and 14, but did own Surveys 11 and 13 in fee. His children ass.ert .that the after-acquired interests should pass to them under paragraph II of the will. .Under the construction of the will by the trial court, the children were devised the undivided one-third interest in Surveys 11 and 13, and the remaining two-thirds interest in those surveys, which were acquired by Jim after his will was executed, passed to his surviving wife under the residuary clause of the will. All debts against Surveys 11 and 13 were or•dered paid out of the residuary estate. In our opinion, this construction is correct.

The term “ademption" as involved herein is used to describe the act by which a specific legacy becomes inoperative because of the disappearance of its subject matter from the testator’s estate in his lifetime. The general rule is that a specific legacy is adeemed if the thing given is disposed of by the testator during his lifetime. 96 C.J.S. Wills §§ 1172, 1177 ; 57 Am.Jur., Wills, § 1582; Page on Wills, Chapter 54.5.

This rule is recognized in Texas. In Burch v. McMillin, Tex.Civ.App., 15 S.W.2d 86, no writ hist., Chief Justice Hickman, speaking for the Eastland Court, said: “An ademption would have resulted had the testator sold all of the land covered by this item, for it is well settled that the alienation by the testator of the subject of a specific legacy adeems the legacy. But it is also well settled that the doctrine of ademption by alienation operates pro tanto only, so that, where but part of the legacy has 'been alienated, the remainder passes to 'the legatees.” See also, Willie v. Waggoner, Tex.Civ.App., 181 S.W.2d 319, writ ref.; Gallagher v. O’Brien, Tex.Civ.App., 158 S.W.2d 345, no writ hist.

Appellant children recognize this rule, but assert that it has no application here as the conveyances by testator were only a voluntary partition whereby testatqr’.s undivided interest in the land was exchanged f.or equivalent specific parcels of the .same land in severalty. In this event the specific legacy would not have lapsed and therefore not be adeemed. Brady v. Paine, 391 Ill. 596, 63 N.E.2d 721, 162 A.L.R. 138.

In Brady v. Paine, supra, the will of Brady gave his daughter his undivided one-half interest in a described 80 acres. After the will was executed, testator and the owners of the other one-half interest exchanged quitclaim deeds, whereby Brady then owned in fee the south 40 acres and the other owners, the north 40 acres in fee. The court recognized the doctrine of ademption, but held that it was inapplicable to a voluntary partition between cotenants since neither acquired any lands which he did not already own. It was said of such a voluntary partition: “Thereafter he holds title, not under the deed of his cotenant, but under his original title. Applying that rule to this *566 casé, the result is that by the voluntary partition the testator acquired nothing. Before the quitclaim deeds were made he owned an undivided one-half interest in the eighty-acre tract. After the partition he owned precisely the same quantity and estate. The only effect of the partition was to transfer his ownership from the undivided interest in the entire tract to ownership in severalty of the south half of the tract. He still owned the one-half interest in the eighty-acre tract which he already owned and which, by his will, he had devised to his daughter, Clare Lucille Paine.”

It is seen that to avoid an ademption the voluntary partition must be such that the testator still owned the same quantity and estate. 162 A.L.R. 146; Weber v. Dickerson, Ky. Court of Appeals, 248 Ky. 522, 59 S.W.2d 14; Duffel v. Burton, 4 Del. 290. This cannot be said of the conveyances to and from Jim Rogers after the execution of his will. Weishuhn v. Matejowsky, Tex.Civ.App., 170 S.W.2d 567, wr. ref. w. o. m.

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Bluebook (online)
385 S.W.2d 563, 1964 Tex. App. LEXIS 2466, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rogers-v-carter-texapp-1964.