Taylor v. Dinsmore

114 S.W.2d 269, 1938 Tex. App. LEXIS 884
CourtCourt of Appeals of Texas
DecidedFebruary 12, 1938
DocketNo. 12295.
StatusPublished
Cited by5 cases

This text of 114 S.W.2d 269 (Taylor v. Dinsmore) 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
Taylor v. Dinsmore, 114 S.W.2d 269, 1938 Tex. App. LEXIS 884 (Tex. Ct. App. 1938).

Opinion

LOONEY, Justice.

The court below sustained a general demurrer to appellants’ petition and dismissed their suit. The following brief chronological statement of events, gleaned from the petition, shows the origin, nature, and development of the litigation. S. C. Clyette died in Kaufman county, July 14, 1928, leaving a will by which he made two cash bequests of $5,000 each to his niece, Mrs. Clara Weathers, and to his grandson, S. C. Doss. The residue of his estate was bequeathed to three trustees (for the benefit of Mrs. Weathers and Doss), with power of sale for purposes of administration; the-trust estate to exist for a period of 21 years; rents and revenues derived therefrom to be paid annually, share and share alike, to the beneficiaries; directing that, if Mrs. Weathers should either die or marry prior to the expiration of the trust period, the rents and revenues otherwise going to her should be paid to the grandson, S. C. Doss; and that, in the event of his death before the expiration of the trust period, rents and revenues otherwise payable to him should be paid to his wife and children. The trustees were also directed, at the end of the 21-year period, “to deliver, pay over, and convey to my said grandson, S. C. Doss, or if he shall be dead to those entitled to inherit from him under the laws of descent and distribution, of all such trust estates as shall then be in the hands of said trustees.” A codicil forming a part of the will (if valid) changed the provision just quoted; the codicil reads: “Referring .to paragraph ‘c’, relative to the final disposition of my estate, in so far as it concerns the heirs of my grandson S. C. Doss, I hereby direct that in the event of the death of said S. C. Doss, without issue, shall revert to my lawful heirs and not the lawful heirs of the said S. C. Doss.”

The will of Mr. Clyette was duly admitted to probate by the county court of Kaufman county on September 29, 1928. On October 6, 1928, S. C. Doss, the grandson (who, in the absence of a will, would have inherited the entire estate of his grandfather), began in said court a contest of the will and codicil, alleging that they were not executed in the manner and with the formalities required by law; that at the time of their execution the testator was lacking in testamentary capacity; and that the execution of same was the result of undue influence brought to bear on testator by his niece, Mrs. Weathers. The three execute r-trustees of the éstate and Mrs. Weathers were cited as defendants in the contest proceedings. On trial had in the county court, the contest was denied; Doss duly perfected an appeal to the district court, where, on November 27, 1929, the contest was heard and final judgment rendered, sustaining same in part — that is, the provision of the will creating a trust estate in favor of Mrs-. Weathers and the codicil were annulled; in other respects the will was sustained.

Appellants contend that the judgment of the district court annulling the codicil was upon agreement of the parties- and not upon evidence introduced at the hearing, therefore they say the judgment is one in personam and not in rem, hence *271 is binding alone upon parties to the agreement and upon no one else. If the predicate assumed by appellants is sound, their conclusion is inescapable; but we do not think the record justifies the assumption that the judgment annulling the codicil was based on an agreement; on the contrary, the recitals undubitably show that the judgment as to the codicil was had upon evidence introduced and considered by the court; this we think is revealed by excerpts from the judgment, as follows: “Court in session this the 27th day of November, A. D. 1929, and came on to be heard this cause on appeal from the Probate Court of Kaufman County, wherein S. C. Doss is plaintiff, Clara Weathers, M. H. Pace, E. F. Morrow and Alf Morris are defendants, wherein the plaintiffs contest the will of S. C. Clyette, dated March 23, 1928, and also specifically contest certain provisions of said will and the codicil thereto. All parties, plaintiffs and defendants, appeared in person, as well as by their attorneys and announced ready for trial. A jury having been demanded, and there came 12 good, true and lawful jurors, who were duly and legally impaneled to try this cause. After hearing all of the pleadings, evidence submitted, all parties in open court agreed that this cause might be withdrawn from the jury and submitted to the court. After due consideration of all the pleadings and evidence submitted, this court finds that the law and the facts are partly with the plaintiffs and partly with the defendants — in that, certain provisions of said will should be probáted as the last will of S. C. Clyette, and certain provisions hereinafter enumerated should not be probated. All of those parts of said will hereinafter enumerated should not be probated, or stricken out of said will, and the defendants in open court so agreed, and in open court disclaimed all right, title and interest in and to the bequests so mentioned in the provisions of said will, which is ordered by this court not to be probated. * * *” The judgment proceeds: “From all of the evidence introduced, the court finds that all of the provisions of such will as attempts to create a trust estate in favor of Clara Weathers by the testator, is void, should be and is set aside, and all of such provisions are stricken out of saiá will and held for nought; furthermore, the court finds from all of the evidence submitted that the codicil attached to said will was not executed with all of the formalities as required by law, and was executed under such circumstances at the time as made such codicil void, and the probate of such codicil should be set aside, and it is so ordered.” The judgment proceeds in regular form to approve and sustain the will in all respects, except as to the trust estate in favor of Mrs. Weathers and the codicil. Referring to the codicil again, the judgment continues: “It is further ordered, adjudged and decreed that the probate of the purported codicil, endorsed on said will, to-wit (copies codicil here) be, and the same is hereby set aside, and the probate of such codicil as well as the codicil itself is annulled. The defendant (meaning the executors and beneficiary, Clara Weathers) in open court requested an entry to be made of their approval of the aforesaid judgment, and the said Clara Weathers and the trustee and executors, in open court, disclaimed any and all interest, right or title in and to the estate of S. C. Clyette, save and except under the provisions of said will as herein probated, and ordered to be probated by this court, as herein ordered. * * * ” Provisions of the judgment are, in other respects, not material here.

On February 9, 1935, S. C. Doss died intestate, without issue, leaving surviving his wife (the present Mrs. Robert Dinsmore), Herbert Doss, his father, and Charles Doss, a half-brother. On June 19, 1935 (over seven years after the judgment in the contest proceedings was rendered), appellants (plaintiffs below), claiming to be the only surviving heirs at law of S. C. Clyette and, as such, under the terms of the codicil of his will, were entitled to the reversion of the estate heretofore mentioned, brought this suit for the recovery of said interest, against the following parties, to wit: Mrs. Robert Dinsmore (widow of S. C. Doss) and her husband, Robert Dinsmore, Herbert Doss, .father, and Charles Doss, half-brother of the deceased; also Mrs. Clara Weathers, J. P. Coon, and Angus Wynne, her attorneys in the contest proceedings, who obtained an interest in the oil, gas, and mineral rights recovered by Mrs.

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Bluebook (online)
114 S.W.2d 269, 1938 Tex. App. LEXIS 884, Counsel Stack Legal Research, https://law.counselstack.com/opinion/taylor-v-dinsmore-texapp-1938.