Scott v. Currie

184 S.W.2d 697, 1944 Tex. App. LEXIS 1034
CourtCourt of Appeals of Texas
DecidedDecember 8, 1944
DocketNo. 2478.
StatusPublished
Cited by2 cases

This text of 184 S.W.2d 697 (Scott v. Currie) 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
Scott v. Currie, 184 S.W.2d 697, 1944 Tex. App. LEXIS 1034 (Tex. Ct. App. 1944).

Opinion

LESLIE, Chief Justice.

February 26, 1936, Mrs. M. L. Phillips purchased a section of land (66), paying therefor $8,441.16. There was an indebtedness against the land of $2,441.16, secured by a deed of trust in favor of a Federal Land Bank. She paid $6,000 of the consideration in cash and personally assumed the payment of the debt held by the Bank.

Thereafter, on December 14, 1938, she executed the will herein involved, and, without mentioning therein the above indebtedness, she devised in “Item Eighth” said section of land to plaintiffs, her nieces.

The controlling question presented by this appeal is whether said debt should be paid out of the assets of decedent’s estate, or, do the plaintiffs take the land burdened with the debt?

The plaintiffs bring this suit seeking to have the estate discharge the encumbrance. In effect, the suit is one for the construction of the will. At least that is the major question, which is raised in a somewhat indirect manner. The executor and certain devisees under the will take the position that the testatrix made a specific devise of said land to plaintiffs and did not intend to give same to them free of the debt and lien.

The trial was before the court without a jury, and at the conclusion thereof judgment was rendered for the defendants, and plaintiffs appeal. The court filed findings of fact and conclusions of law, which are contested in all respects.

The plaintiffs, Mary Hardin Scott and Linnie Singleton, joined by their respective husbands, instituted this suit against the executor and beneficiaries under the will. Mrs. Phillips left a considerable estate, which was devised (1) to various relatives of herself and husband, (2) some to educational, religious and charitable institutions, and (3) persons engaged in such work.

Plaintiffs seek to have the executor pay the indebtedness against said section of land out of funds and assets then in his hands, but derived in the main from oil runs and royalties considered by him to belong to others as royalties from mineral rights specifically devised to them in the will. Plaintiffs do not ask that the de-visees generally be required to contribute to the payment of such indebtedness, nor do they offer to contribute ratably to the same.

On the other hand, the defendants contend that Mrs. Phillips by her will specifically devised and bequeathed all of her property, except cash on hand, amounting to about $2,700, and stocks and bonds, of the probable value of $2,000, and in that connection, they also assert that the evidence is undisputed that the general course of administration, payment of taxes, general debts, etc., amounted to $7,200, and not only absorbed the cash, stocks and bonds, but exceeded the value of all such properties not specifically bequeathed by about $2,000.

Defendants, T. S. Curry, Executor, Hardin-Simmons University, Hendrick Memorial Hospital, Buckner Orphan’s Home and East Fourth Street Baptist Church of Big Spring (here referred to as appellees), alleged that the devises and bequests to them were also specific, and that the executor did not have on hand any assets, not specifically devised, with which to pay the indebtedness against plaintiffs’ land and had no right to use funds belonging to them for such purpose. These defendants further plead that if plaintiffs were entitled to any relief, which was denied, that it would be by way of contribution from all the parties who held testatrix’s properties specifically devised and bequeathed in the will, and that plaintiffs had permitted the executor to turn over all the assets to such devisees, with the exception 'of the property belonging to the defendants just mentioned and embraced in Items 13 and 15 of the will.

In this connection, said defendants plead that in July, 1941, said plaintiffs accepted the land willed to them with the indebtedness against the same and with full knowledge of the terms of the will and had gone into possession and use of the land and continued to so occupy and use the same until the present time and had permitted the executor to deliver other unencumbered properties to other devisees, and, therefore, they (plaintiffs) were estopped to claim the right to have the indebtedness *699 .against their land paid off out of the assets •so devised and bequeathed to others, if such Tight ever existed, which they denied.

The instant suit does not necessarily deal ■with the rights of creditors of an estate, and it is not believed that the construction of the will is in any way affected by the fact that no creditors are parties to the suit. 'The controversy is between persons (plaintiffs) alleged to have received a specific devise of land encumbered by a debt and lien, and other persons (defendants) who are alleg'ed to have also received specific bequests and devises of unencumbered 'land, etc. from a common testatrix.

The respective litigants state the controlling issue, as they conceive it, as follows : Appellants say:

“The case really contains but one question, that is, whether or not under the terms of the will of Mrs. M. L. Phillips, the executor was required to pay the lien of the Federal Land Bank from other assets of the estate.”

The appellees in their brief state the •question thus:

“Where a testatrix disposes of her estate by specific devises and bequests and ■one specific devise is encumbered, can the ■devisees who get the encumbered property single out a part of the parties receiving specific devises and bequests and compel them to take their properties and pay off the indebtedness against that of the first parties mentioned?”

The idea of singling out “a part of the parties,” etc., as stated by appellees is based on the alleged circumstance that the executor still has in his custody specific devises and bequests made in Items 13 and ■IS to Hardin-Simmons University and oth■er appellees and has money from royalties ■collected from oil or mineral rights specifically devised in said Item (13) to these particular defendants, whereas, devisees, -other than Hardin-Simmons et al., have received from the executor such bequests and devises as were made to them and are mot now being called upon by plaintiffs in this suit to contribute anything to the payment of said indebtedness against plaintiffs’ land.

Of course the material inquiry always gets back to the question: What was the intention of the testatrix? Did she by her will intend that said section of land pass to the plaintiffs free, or exonerated from the indebtedness and lien held by the Land Bank? If such intention can be so ascertained, then it is the court’s duty to effectuate the same.

In approaching the answer to the main question, we shall first determine the nature, whether general or specific, of the devises made in testatrix’s will. Some portions of the will material in passing on the major issue, as well as this one, will be set forth.

In the first “Item” or paragraph of her will the testatrix enumerates the various properties owned by her, carefully giving a description of each, its location, etc. That “Item” concludes:

“I direct how title and possession of the same is to vest, or for such of it as I shall own at the time of decease.”

She then proceeds by “Items” to make various bequests and devises, distributing her property to about 22 persons and institutions.

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Related

Currie v. Scott
187 S.W.2d 551 (Texas Supreme Court, 1945)
Lewis v. Mays
186 S.W.2d 178 (Supreme Court of Arkansas, 1945)

Cite This Page — Counsel Stack

Bluebook (online)
184 S.W.2d 697, 1944 Tex. App. LEXIS 1034, Counsel Stack Legal Research, https://law.counselstack.com/opinion/scott-v-currie-texapp-1944.