Court Opinion

ID: 9764877
Source: CourtListenerOpinion
Date Created: 2023-08-29 03:42:32.371872+00
Date Added: 2024-06-11T07:30:02.071057
License: Public Domain

OPINION
SEERDEN, Justice.
This is an appeal from a summary judgment in a suit to construe a joint will. The issue is whether the will passed fee simple title or a life estate to the survivor. The trial court held that the dispositive clause of the joint will of Enrique Alviar and his wife, Librada Alviar, conveyed “the entire estate of Enrique Alviar in fee simple to Librada Alviar.” We reverse.
The combined estate consists mainly of a fifteen-acre tract of land valued at $75,-000.00 and personal property valued at $500.00. The Petition to Construe a Will alleges that Enrique owned the land as his separate property when he married Librada in 1958. Enrique died in March, 1981, and Librada died in August, 1981. Each had children by a previous marriage, but had no children by their marriage to each other.
The will is short, and omitting only the signature and self-proving affidavits, is as follows:
Last Will and Testament
THE STATE OF TEXAS §
COUNTY OF CAMERON §
KNOW ALL MEN BY THESE PRESENTS: THAT WE, ENRIQUE ALVIAR and LIBRADA ALVIAR, husband and wife, of the County of Cameron, State of Texas, being over the age of nineteen years, in good health, of sound mind and memory, do hereby make and publish this our Last Will and Testament, hereby revoking all wills, if any, by either of us heretofore made.
It is our will and desire that the surviv- or of us, Enrique Alviar or Librada Alv-iar shall have all of the property real, personal or mixed, which we or either of us, may own at the time of our death, to be used, occupied, enjoyed, conveyed and expended by and during the lifetime of such survivor, as such survivor shall desire (emphasis added).
It is our will and desire that the surviv- or of us, as the case may be, either Enrique Alviar or Librada Alviar, shall be appointed Independent Executor or Independent Executrix without bond.
THIS WE MAKE AND PUBLISH AS OUR LAST WILL AND TESTAMENT this 14th day of July, 1980, in the presence of D.J. LERMA and MIGUEL GOMEZ who subscribe their names hereto as attesting witnesses in our presence and in the presence of each other at our request.
The heirs of Enrique Alviar petitioned the court to construe the will, and to declare that the title to the real property be *299decreed to be in the heirs of Enrique Alv-iar. The heirs of Librada Alviar answered, contending that the will created an estate in fee simple in the survivor of the two testators, Librada Alviar. Both sides filed motions for summary judgment. The trial court considered the pleadings, affidavits, and exhibits and held that, as a matter of law, the will conveyed “the entire estate of Enrique Alviar in fee simple to Librada Alviar.” The heirs of Enrique Alviar appealed.
The primary object of inquiry in interpreting a will is determining the intent of the testator. Gee v. Read, 606 S.W.2d 677, 680 (Tex.1980). Courts, in the construction of wills, are not to adhere rigidly to precedents unless they are in every respect directly on point. Darragh v. Barmore, 242 S.W. 714, 716 (Tex.Comm’n App.1922); Banks v. Banks, 229 S.W.2d 99, 104 (Tex.Civ.App.—Austin 1950, writ ref'd n.r.e.). Courts must determine the intention of the testator from the words in the instrument, with the permissible aid of extrinsic evidence of the situation surrounding the testator. Darragh, 242 S.W. at 716; Banks, 229 S.W.2d at 103-104.
We hold that the will conveyed a life estate to the surviving spouse, with the additional right to expend or dispose of the property. No particular words are required to create a life estate. Where the language of the will manifests the intention of the testator to pass the right to possess, use or enjoy property during his life, a life estate is created. Ellis v. Bruce, 286 S.W.2d 645, 649 (Tex.Civ.App.—Eastland 1956, writ ref’d n.r.e.). The added full power of disposition given to a life tenant does not change a life estate to a fee. Edds v. Mitchell, 143 Tex. 307, 184 S.W.2d 823, 825 (1945).
In his brief, appellee compares the will with others, including one in Wenzel v. Menchaca, 354 S.W.2d 635 (Tex.Civ.App.— El Paso 1962, writ ref’d n.r.e.), which contains similar language. We distinguish that case. The Wenzel court found the intent to convey a fee in the language, “it being our intention and purpose to dispose of all of the property, real, personal and mixed which we and each of us own at the time of our death ...” and that they had passed fee title by clauses which stated,
We give, devise and bequeath all our property, both real and personal of every kind which we may own at our death as follows:
1st. That subject to the payment of all just debts and funeral expenses of each of us, we each will, bequeath and devise to the other surviving spouse all the property, real, personal or mixed of which we or either of us shall die seized_ Wenzel, 354 S.W.2d at 638.
In that case, the language “with further full power of disposition by sale by the surviving spouse, for and during the life of said surviving spouse” was surplusage, rather than dispositive language. The dis-positive language in the Alviar will is similar to that in the will in Ellis, 286 S.W.2d at 646, which passed a life estate:
It is our will and desire that the survivor of us ... shall ... have all the Estate of every description ... to be used, occupied, enjoyed, conveyed or expended by during the life of such survivor as such survivor may desire and that upon the death of such survivor, any of such Estate then remaining, shall pass and be immediately vested in J.C. Bruce_
In our case, the survivor “shall have all the property ... to be used, occupied, enjoyed, conveyed and expended by and during the lifetime of” the survivor. We find that the dispositive language limits the interest to a life estate.
Appellees point out that the Alviar will does not provide for disposition of a possible remainder. If the dispositive portion of the will were ambiguous, failure to dispose of a remainder would be some evidence of the intent of the testator.
Appellees argue the presumption against intestacy. The presumption against partial intestacy arises only when the intention to pass the whole estate is expressed, and it cannot avail where the testator uses clear and unambiguous language. Banks, 229 S.W.2d at 103.
*300Since provision has not been made for any remainder, it must pass by intestacy. We REVERSE the judgment of the trial court and RENDER that the will conveyed a life estate to Librada and that the heirs of both Enrique and Librada take the remainder by intestacy.
DORSEY, J., files a dissenting opinion.