Stanley v. Brietz

612 S.W.2d 699, 1981 Tex. App. LEXIS 3308
CourtCourt of Appeals of Texas
DecidedFebruary 19, 1981
DocketNo. 6250
StatusPublished
Cited by2 cases

This text of 612 S.W.2d 699 (Stanley v. Brietz) 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
Stanley v. Brietz, 612 S.W.2d 699, 1981 Tex. App. LEXIS 3308 (Tex. Ct. App. 1981).

Opinion

OPINION

JAMES, Justice.

This is an appeal from a suit brought by Plaintiff-Appellant Lillian Stanley regarding the construction of the Will of George A. Stanley as to a 250 acre tract of land in Navarro County. Plaintiff-Appellant Lillian Stanley is the widow of Lucian Stanley, one of the sons of George A. Stanley, deceased. Defendant-Appellee Cora Nell Brietz is the daughter of another one of the sons of George A. Stanley, deceased, namely, Frank P. Stanley. After a trial held before the court without a jury upon facts stipulated by the parties, the court held that Defendant-Appellee Cora Nell Brietz was the sole fee simple owner of all of the property in question, and that Plaintiff-Appellant should take nothing by the suit.

George A. Stanley, deceased, acquired title to the 250 acres involved in this litigation by Deed dated January 28, 1878. George A. Stanley died June 26, 1921, leaving a will which was duly probated. The following provisions of such will are important to the determination of this suit.

In paragraph “Fourth”, George A. Stanley gave to his wife, Fannie Stanley, the 250 acre tract “for and during her natural life”.

The “Fifth” paragraph contained the following language:

“I give, devise, and bequeath to my three children, who are the children of my said wife, Mrs. Fannie Stanley, Frank P. Stanley, Theo Stanley and Lucian Stanley one-third (⅛) each, the said 250 acres of land out of the J. C. Neil Survey in fee simple, subject to the life estate bequeathed to my said wife, Mrs. Fannie Stanley. It is my will and I so direct that the 250 acres of land shall be kept and owned together by my said last named three children, and shall not be divided or sold during their natural lives or the life of any of them, but shall be kept together by said three children, Frank P. Stanley, Theo Stanley, and Lucian Stanley, sharing the rents and revenues between them equally.”

The “Sixth” paragraph provided as follows:

“I give, devise and bequeath unto my said wife, Mrs. Fannie Stanley, all the rest and residue of my estate (other than that which is bequeathed to my said children, [701]*701Frank P. Stanley, Theo Stanley and Lucian Stanley) of every kind and character

In the “Seventh” paragraph, George A. Stanley provided that:

“In the event that either Frank P. Stanley, Theo Stanley or Lucian Stanley, or any of them, should die without issue, then I give, devise and bequeath the part of my estate so bequeathed to such one dying without issue to the survivors and to their children.”

Fannie Stanley, the wife of George A. Stanley, died December 5, 1942. All three sons were living at that time.

Theo Stanley, one of the sons died intestate May 25, 1949, without ever having married, leaving no widow or child surviving him, but leaving his two brothers as his sole heirs.

Frank P. Stanley died May 28,1965, leaving one child, a daughter, Cora Nell Brietz, Defendant-Appellee, as his sole lineal descendant.

Lucian Stanley died childless June 16, 1979, leaving a will in which he gave his entire estate to his widow, Lillian Stanley, Plaintiff-Appellant.

Lillian Stanley brought this suit for the partition of the 250 acre tract of land in question and for the construction of the Will of George A. Stanley. She asserted that she owned an undivided one-half interest in said land. The facts were stipulated, and the only issue presented to the trial court was one for the construction of the Will. The trial court held that Defendant-Appellee Cora Nell Brietz was the sole fee simple owner of the property in question, and that Plaintiff-Appellant Lillian Stanley should take nothing by the suit, from which the said Lillian Stanley appeals. We reverse and render.

Appellant Lillian Stanley asserted four points of error in support of her position. By the first three points, she contends basically that the trial court erred in finding as a matter of law that the Will of George A. Stanley gave only a conditional fee to the three sons and that in doing so the trial court disregarded the words “in fee simple” contained in the “Fifth” paragraph of the Will and also refused to hold that upon the death of the life tenant, the Will vested an indefeasible fee simple title in the sons. We sustain these contentions.

The parties’ main dispute is as to the interpretation and effect of the “Seventh” paragraph of the Will wherein it was provided that “In the event that either Frank P. Stanley, Theo Stanley or Lucian Stanley, or any of them, should die without issue, then I give, devise and bequeath the part of my estate so bequeathed to such one dying without issue to the survivors and to their children.”

The law is well settled that a cardinal rule to be followed by the court in construing a will is to determine the intention of the testator. Haile v. Holtzclaw (Tex.1967) 414 S.W.2d 916, 922. In so doing, all parts of the testamentary writing are to be harmonized and given force to effectuate the testator’s intent. Welch v. Straach (Tex.1975) 531 S.W.2d 319, 322.

Where a will contains a provision for devise over if the remainderman should die without issue, such provision is to be taken as referring to the remainderman’s death prior to the termination of the intervening estate, unless the language of the will discloses a different intent. Flores v. De Garza (Tex.Com.App.1932) 44 S.W.2d 909, opinion approved. See also Bloodworth v. Bloodworth (Eastland Tex.Civ.App.1971) 467 S.W.2d 218, NRE.

These basic rules of construction have been applied in cases similar to the one at bar. In Flores v. De Garza, supra, the will provided that the testator's wife should have his whole estate for life, and at her death it was to be equally divided between the two foster children. The next paragraph provided that if either of the beneficiaries should die without issue, then the whole estate should go to the survivor or his or her issue. The wife survived the testator, and was survived by both of the foster children. One of them, however, did not have any children. The court held [702]*702there that “nothing is to be found in the will ... to show that the testator intended paragraph four ... to refer to the death of either of his foster children after the termination of the life estate of his wife ... It is reasonable to believe that the testator . . . had in contemplation the contingency of death of one of his foster children, without issue, before the appointed time for said property to be ‘divided equally’ arrived; and that said paragraph was intended to control the disposition of said ‘whole estate’, in case that contingency happened. Since the contingency did not happen, the qualified fee estate in remainder, which vested in Eulalia and Filemon, respectively, at the death of the testator, became an estate in fee simple absolute when the testator’s wife died.” Also see Harrison v. Brown (Tex. 1967) 422 S.W.2d 718.

We are of the opinion that construction of the will in the case before us is governed by Flores v.

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Bluebook (online)
612 S.W.2d 699, 1981 Tex. App. LEXIS 3308, Counsel Stack Legal Research, https://law.counselstack.com/opinion/stanley-v-brietz-texapp-1981.