Willie v. Waggoner

181 S.W.2d 319, 1944 Tex. App. LEXIS 777
CourtCourt of Appeals of Texas
DecidedMay 24, 1944
DocketNo. 9435.
StatusPublished
Cited by6 cases

This text of 181 S.W.2d 319 (Willie v. Waggoner) 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
Willie v. Waggoner, 181 S.W.2d 319, 1944 Tex. App. LEXIS 777 (Tex. Ct. App. 1944).

Opinion

BLAIR, Justice.

This litigation arose out of the following facts and transactions:

On February 18, 1943, D. T. Cunningham, a bachelor, executed his last will and testament, paragraphs 3 and 4 of which read as follows:

“3. I give and devise to my good friend, Travis Waggoner, of Travis County, Texas, my ranch of 365 acres of land, more or less, located in Hays and Travis County, Texas, with the understanding that the said Travis Waggoner shall pay all the expenses of my last illness, including the hospital and medicine and physician’s expenses, if any, and the expense of erecting the above described tombstone, burial expenses and the expense of probating my will, and it is my will and desire that the above described property shall pass to and vest in fee simple in my good friend, the said Travis Waggoner. ■
“4. It is my will and desire that all of the remaining part of my property, besides the above described ranch that I hereby devise and give to the said Travis Wag-goner, both real and personal, including all of my money, notes, mortgages, stock and other property, I may die seized and possessed of, after the payment of all of my just debts out of the said property besides the debts specifically listed above that are to be paid by the said Travis Waggoner, shall pass to and vest in fee simple in my beloved sister, Mrs. Maggie E. Willie, of Travis County, Texas, and I give, bequeath and demise to my beloved sister, Mrs. Maggie Willie, the remainder of all of the property that I may now own or be interested in at the time of my death, in fee simple, to manage, sell, or dispose of as she may wish or see proper.”

The two devisees, Travis Waggoner, a friend and business associate of testator, and Mrs. Maggie E. Willie, a widow and the sister of testator, were appointed as independent executor and executrix of the will without bond.

On May 31, 1943, D. T. Cunningham accepted, by signing his name over the words “approved and accepted by”, the “purchaser’s agreement” of Ernest Wiede-busch to buy the 365-acre ranch devised to Travis Waggoner by paragraph 3 of the will. The consideration recited was $12,000, of which $8,000 was to be paid in cash, and $4,000 by a vendor’s lien note. The agreement further recited that purchaser tendered $1,000 “which is to evidence my good faith and to apply as part of the purchase price, same to be held in escrow by Frank Reeder,” who was the real estate agent who secured the execution of the purchaser’s agreement, which further recited:

“Should I fail or refuse to fulfill this agreement according to the terms and conditions above set forth, then I agree that the above described deposit shall be forfeited as liquidated damages to the seller and his agent Frank Reeder.”

No abstract was furnished and nothing appears to have been done to complete the sale of the land prior to the death of D. T. Cunningham, on June 15, 1943. The will was offered for probate on June 17, 1943, and was duly probated June 28, 1943, and the two devisees, Waggoner and Mrs. Willie, duly qualified as independent executor and executrix under the will.

Mrs. Willie lived with her brother (testator) on the ranch in question. After his death she visited in the home of Waggoner several days. On June 17, 1943, she and Waggoner went to the bank where testator kept his papers, including his will. Wag-goner did not know he was a beneficiary and was not present when the will was first read to Mrs. Willie; but he was sent for, and the two then went to advise with Judge Archer, and the two offered the will for probation on that date, and it was duly probated on June 28, 1943. On the way to Judge Archer’s office, Mrs. Willie told Waggoner that she was glad her brother left the ranch to him, and that she did not *321 want any of the “nephews” to share in the estate.

Waggoner did not know of the contract to sell the ranch to Wiedebusch until about a week after the death of testator, when he found the purchaser’s agreement at the time he and Mrs. Willie were looking through testator’s papers at the ranch. Mrs. Willie knew of the contract, because she had signed it as a witness. She told Waggoner at the time that “the contract didn’t mean anything and that she wanted me to have the place; that Tom thought a lot of me, and she was going to see that I had it.” A week later Mrs. Willie told Wiedebusch that he could not have the ranch; that it had been willed to Wag-goner; and that she was going to see that Waggoner got it.

On or about July 1, 1943, Waggoner received information that Mrs. Willie was dissatisfied with the terms of the will and was talking of trying to break it. After consulting her attorney, however, she decided not to try to break the will, because by doing so the nephews would take part of the estate, and she would only get about one-third of it, whereas she was getting about one-half under the will.

On July 8, 1943, both Waggoner and Mrs. Willie again discussed the settlement of the estate with Judge Archer, and discussed the contract to sell the ranch to Wiede-busch. In accordance with his advice a deed was executed by Mrs. Willie, as independent executrix, containing a general warranty of title, conveying the ranch to Travis Waggoner; the deed reciting that its purpose was to carry out the terms of the will of Cunningham devising the ranch to Waggoner. The date of this deed was July 8, 1943, and was signed and acknowledged by Mrs. Willie on that date and delivered to Waggoner. On the same date Waggoner executed and delivered an instrument transferring and releasing to Mrs. Willie all claim to the other property, including vendor’s lien notes and cash. Before these instruments were executed Waggoner and Mrs. Willie agreed that he should pay immediately the expenses provided for in the will as a condition to taking the ranch thereunder; which he did by paying $977.50 as funeral expenses, probate costs, taxes, etc., and agreeing to pay for a monument ordered for testator’s grave, and which he testified he would not have paid but for these agreements to so settle the estate with Mrs. Willie. Wag-goner further testified that acting on these settlements with Mrs. Willie, and the advice of Judge Archer, he did on July 12 and 13, 1943, effect a settlement with Wiede-busch on his contract to purchase the ranch, by paying Wiedebusch $250, and paying Reeder $600, and by returning to Wiedebusch the $1,000 earnest money deposited with Reeder. When this compromise settlement was made Wiedebusch surrendered his copy of the purchaser’s agreement to Waggoner and endorsed thereon, “I transfer and surrender this to Travis Waggoner,” signing the endorsement. Waggoner further testified that he borrowed the $850 from a bank to so settle with Wiedebusch, .and that he would not have done so, nor would he have made the other aforementioned payments but for his agreements with Mrs. Willie and the provisions of the will with respect to the payment of the expenses therein stated.

On July 18, 1943, Waggoner wrote Mrs. Willie, requesting possession of the ranch. Waggoner testified that about two days later Mrs. Willie made the following statement to him:

“After she got my letter she came by and asked me if I wrote that letter, and I said, ‘Yes,’ and she asked me what did I mean, and I told her the place belonged to me; that I had a deed to it and that I would like to have the use of it.

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Cite This Page — Counsel Stack

Bluebook (online)
181 S.W.2d 319, 1944 Tex. App. LEXIS 777, Counsel Stack Legal Research, https://law.counselstack.com/opinion/willie-v-waggoner-texapp-1944.