Rogers v. Nixon

275 S.W.2d 197
CourtCourt of Appeals of Texas
DecidedJanuary 12, 1955
Docket12779
StatusPublished
Cited by14 cases

This text of 275 S.W.2d 197 (Rogers v. Nixon) 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. Nixon, 275 S.W.2d 197 (Tex. Ct. App. 1955).

Opinion

NORVELL, Justice.

The controlling question presented by this appeal is whether S. H. Nixon took a determinable fee or a life estate only, under the last will and testament of his wife, Lucy Nixon. The pertinent provisions of the will involved read as follows:

"I give all my property, both real and personal, to my husband, S. H. Nixon, to use, manage, sell and dispose of as he may see fit and proper just as long as he .remains unmarried, and in case of his marriage after my death, then such property as remains on hand shall go to my children share and share alike, and if any of my children have died and left children, then such shall take their parents share.”

The appellant Virginia Nixon Rogers brought this suit to construe the will and contends that S. H. Nixon took a .life .estate only. From her petition the following appears:

, The property involved was the interest of, ⅜0 . testatrix in. the community, estate held by her.and her husband, S. H, Nixon. Lucy Nixon executed the will on. January 10,.1927, and died on March 27, 1944, leaving, .three surviving children, namely, Tony Nixon, Frances Nixon Yarborough and Jake Njxon. Jake Nixon, .died March 17, 1947, leaving as his .only-child and heir a daughter,-Virginia Nixon Rogers, the appellant herein... .On August 10, 1948, S. H. Nixon executed a will and two warranty deeds. The deeds purported to convey a fee-simple title in and to certain real properties to his children, Tony Nixon and Frances Nixon Yarborough, subject to a life estate retained by the grantor. Tony Nixon and Prances Nixon Yarborough were likewise named as the sole beneficiaries under the will of S. H. Nixon, .subject to specific bequests of one dollar- each to appellant, Virginia Nixon. Rogers and three others. S. H. Nixon did not remarry after the death of his'wife, Lucy Nixon, and died on January 2, 1952.

Appellees filed special exceptions to the petition based upon the theory that the allegations of the petition disclosed that S. H. Nixon took a determinable fee under the will of his wife, Lucy Nixon. This view was adopted by the court; the special exceptions were sustained and, after a refusal to amend the petition, the suit was dismissed.

We have come to the conclusion that the trial judge was correct in his construction of the will. The controlling paragraph contained in Lucy Nixon’s will may be divided into three clauses, which we may refer to as the devising clause, the use clause and the limitation clause, as follows:

First: “I give all my property, both real and personal, to my husband, S. H. Nixon,” (The devising clause.)
Second: “To use, manage, sell and dispose of as he may see fit and proper just as long as he remains unmarried,” (The use clause.)
Third: “In case of his marriage after my death, then such property as remains on hand shall go to my children share and share, alike, and if any of my children have died and left children, then such shall take their parents share.” (The limitation clause.)

The first clause standing alone would undoubtedly pass a fee-simple title to S. H. Nixon under the express term of Article 1291, Vernon’s Ann.Tex.Stats. The effect of the statute was to supersede the common-law rule of construction and substitute the modern statutory rule, “that a devise of lands should be construed to convey the entire estate of the testator in such lands, as far as he can lawfully dispose of the same, unless it clearly appears from the will that the testator meant1 to dispose of a smaller interest.” The statute “reverses the common law rule” and favors a construction which gives a fee to the first taker. Page on Wills, Lifetime Edition, § 1091.

*199 The third clause undoubtedly operates as a limitation. The estate is reduced from a fee simple to a fee determinable. The limitation becomes operative, “in case of his marriage after my death.” While this clause operates to limit the fee, it does not create a life estate. From the wording contained in the third clause of the will, it cannot be said that it was the intention of testatrix that the estate of S. H. Nixon in and to the property devised to him should be limited to the period of his natural life.

If such limitation is to be found in the will, it is contained in the second clause relating to the use of the property. This clause, however, does not provide that S. H. Nixon shall have or hold the property “for his natural life”, “as long as he shall live”, “as long as he shall remain a widower” or “as long as he shall remain unmarried.” The clause provides that he may “use,'manage, sell and dispose of (the property) as he may see fit and’ proper just as long as he remains unmarried.” A testamentary direction as to the general use.of property, similar to that embodied in the present will, is probably more appropriate to a life estate than to a fee simple. At least it seems that such clauses are,, as the more usual thing, employed in connection with life estates, perhaps for the reason that provisions as to use are unnecessary in connection, with a fee simple estate. In this case, however, a broad and general use clause seems entirely consistent with the wording relating to the determinable fee. It has furthermore been held that provision for a general use will not prevent the passing of a fee. In Young’s Guardian v. Shaver’s Executrix, 186 Ky. 608, 217 S.W. 902, 903, the Kentucky Court of Appeals held that a gift by a testator to his wife of all the remainder of his property “ ‘for her use and benefit’ ” passed a fee-simple title and the phrase relating to a use did not reduce the estate. Other illustrative cases holding to the same effect were quoted in the opinion.

In Pfeifer v. Wright, 34 F.2d 690, 691, the United States District Court for the Northern District of Oklahoma considered the provision of a will reading as follows:

‘“And I give and bequeath to my wife, Rosa B. Wright the balance of my property both real and personal to be used by her so long as she lives and enjoys the same.’”

The Court held that the will did not expressly limit the estate to one for life, as clear and explicit language to that effect was not employed. The court said,

“The bequest to the widow of the residue of the estate is clear and direct except that there is added, ‘to be uséd by her so long as she lives and enjoys the same.’ It is to .be observed that no disposition is made of the estate after, the widow ceases to live and enjoy the estate, tending to show that the. testator intended that no further' directions were needed) as. he had made a final, and complete disposition of all of his property.”

It has also been held that the use of the phrases, “use and enjoyment” and “úse and benefit” are not generally employed as words of limitation upon the estate given. Medlin v. Medlin, Tex.Civ.App., 203 S.W.2d 635, 639. This.is true of a life estate and should likewise be true of á deter-minablé fee. . ,

It seems to be generally held that where there is an ambiguity as- to -a limitation attempted or doubt as to its -application^ the larger estate will vest: Frame v: Whitaker, 120 Tex. 53, 36 S.W.2d 149

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Bluebook (online)
275 S.W.2d 197, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rogers-v-nixon-texapp-1955.