Russell v. Adams

299 S.W. 889
CourtTexas Commission of Appeals
DecidedNovember 23, 1927
DocketNo. 817-4851
StatusPublished
Cited by20 cases

This text of 299 S.W. 889 (Russell v. Adams) is published on Counsel Stack Legal Research, covering Texas Commission of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Russell v. Adams, 299 S.W. 889 (Tex. Super. Ct. 1927).

Opinion

POWELL, P. J.

This case is fully stated by the Court of Civil Appeals. See 293 S. W. 264. That court affirmed the judgment of the district court. We. are of the view that .the judgments of both courts should be affirmed. Since that is true, we shall not lengthen this opinion by restating the case, except so far as is necessary to clearly present the one issue which we wish to discuss. That issue arises over the proper construction of the will of George W. Bowman, the relevant portions of which read as follows:

“Item 2nd.
“It is my desire that my executor shall pay all my just debts from my personal property as soon after my death as is practicable.
“Item 3rd.
“It is my desire that at my death my beloved wife, Brina E. Bowman shall take, have and hold in absolute fee simple all the following lands. Our homestead in Plano, Texas, together with all the land! belonging thereto consisting of about 7% acres of land. Also the Weaver land consisting of about 303 acres of land being the land bought by me from Col. W. M. We-aver. Also 100 acres to be cut off the north side of the land known as the old home place and now occupied by Jim Loveless and upon which he now lives.
“Item 4th.
“At my death it is my desire and I will and bequeath to my beloved brother J. H. Bowman ■to have, hold, use, occupy and enjoy during his natural life the following lands to-wit: 300 acres of land to be set apart to him out of my lands riot herein specially bequeathed. I’t is further my desire that should my beloved brother J. H. Bowman die before I do, or in case he survives me, then at his death, that the lands herein bequeathed to him for life shall vest absolutely in fee simple in his three children Florie Wall, ,J. H. Bowman, Jr., and Fannie May Adams, share and share alike, and it is further my desire that should either of said named children die before. I do, or before their father J. H. Bowman and leave surviving them a child or children or their descendants that such child’s share shall descend and vest in them according to the law of descent and distribution but in case such deceased child shall have no surviving child or children or their descendants then it is my desire that the survivors of J. H. Bowman’s children shall take such child’s share to be equally divided between them.
.“Item 5th.
“It is further my desire that at my death of the lands and premises not herein specifically bequeathed that 305 acres of land be set apart, and such lands be turned over to J. J. Russell as trustee for his children in the following proportions: 105 acres to Georgia Edna Russell, 100 acres to Julia Russell; 100 acres to John Russell, Jr. It being my desire that such lands shall vest absolutely in 'fee simple in said children but to be held by J. J. Russell in trust until the youngest of said children John Russell, Jr., shall become 21 years of age when same shall be equally divided between them.
“Item 6th. '
“It is my desire that at my death and out of lands .not herein specially bequeathed that 325 acres be set apart and be divided among the children of Mary and Bill Loveless as follows: 75 acres to John Loveless, 75 acres to Will Loveless, 75 acres to George , Loveless, 100 acres to Jim Loveless which 100 acres I desire to be cut off the south side of the place upon— Jim Loveless now lives; and said lands I give to them in absolute fee simple.
“Item 7th.
“It is further my desire, that at my death, after all my .just debts are paid, that all the balance of my personal property, consisting of notes, accounts, money, bank stock, interurban stock, including all personal effects shall be divided into five (5) equal parts which I will and bequeath as'follows: One part to Brina E. Bowman my beloved wife. One part or share to the children of J. J. Russell; to-wit: Georgia Edna Russell, Julia Russell and John Russell to be equally divided between them. One part or share to the children of Mary and Bill Loveless to-wit; John Loveless, Will Loveless, George Loveless, Jim Loveless to be equally divided between them. One part or share to the children o'f my brother J. H. Bowman to-wit: Florie Wall, J. H. Bowman, Jr. and Fannie May Adams to be equally divided between them, and one part or share to Edna May Dilley Bowman in the event that she shall not have married prior to my death, but in the event she shall marry prior to my death, then it is my desire she take nothing under this will and that the share herein bequeathed her shall be divided into four (4) equal parts and be given the other legatees under this item in proportion as above set forth. All personal property of every kind is intended to be included in this item. ■
“Item 8th.
“It is my desire that all the balance of my real estate and lands left after carrying out the bequests and legacies herein above set out shall be divided into (4) four equal shares. One share I give absolutely in fee simple to my beloved wife Brina E. Bowman. One share I give absolutely in fee simple to Georgia Edna Russell, Julia Russell and John Russell, Jr., to be equally divided between them. One share I give absolutely in fee simple to Florie Wall, J. H. Bowman, Jr., and Fannie May Adams to be equally divided between them. One share I give absolutely in fee simple to the children of Mary and Bill Loveless, to-wit: John Loveless, Will Loveless, George Loveless, and Jim Loveless to be equally divided between them.”

The first assignment of error on behalf of the executor of this estate reads as follows:

“The Court of Oivil Appeals erred in overruling and in not sustaining plaintiffs in error!» first assignment of error, which is as follows:
“The court erred in rendering this judgment in holding that J. J. Russell, executor of the estate of G. W. Bowman, deceased, did not have the right to retain in his hands that part of the real estate devised to J. H. Bowman, Jr., to pay the indebtedness due said estate by the said J. H. Bowman, Jr., because:
“(a) The undisputed proof shows that the [891]*891said J. H. Bowman, Jr., was and is indebted to said estate in a sum largely in excess of the value of the interest in said estate devised to J. H. Bowman, Jr.
. “(b) Under the law and in equity the executor of an estate is entitled to collect the indebtedness due by one of the devisees out of the proceeds of said devisee’s interest in said estate.”

The testator (item 4 of the will) left a life estate in 300 acres of his land to his brother, with the provision that upon the latter’s death the land should go to the three children of said brother, share and share alike. This suit arose over an effort on the part of the executor to deprive the son of the testator’s brother of his interest of 100 acres in the 300 acres because said son owed the estate of his uncle a large note. The question for determination is whether or not, under this will, the executor can do so. Was this nephew of the testator entitled to keep his 100 acres of this land described in item 4 of the will, although he owed a note to the estate which was a part of the personal property of the estate disposed of in item 7 of the will?

The lower courts have answered this question in the affirmative.

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Bluebook (online)
299 S.W. 889, Counsel Stack Legal Research, https://law.counselstack.com/opinion/russell-v-adams-texcommnapp-1927.