Vaughn v. Pearce
Vaughn v. Pearce
Opinion of the Court
This suit involves a controversy over the title and_ possession of a section of land, and is brought by appellees in the form of an action of trespass to try title, and with the allegations usual in that form of action, and seeking to recover title and possession of said land. The appellant (defendant below) answered by a general demurrer, general denial, and plea of not guilty, and specially that appellant was- in possession of only a specified portion of said tract (disclaimed possession as to the remainder), holding said possession under a lease for five years, made by appellees to one D. T. Rogers, who went into possession of the land and occupied it for a part of the time, then transferred the lease to J. M. Vaughn (son of appellant), who in turn transferred the lease and possession to appellant, and that both transfers were made with the knowledge and approval of appel-lees, and that said lease exempted the appel-lees’ homestead, which was on a part of the section sued for. The ease was tried by the court without the assistance of a jury, and judgment was rendered in favor of appellees for the recovery of the land, and providing that said land was the separate estate of the appellee Mary’Emeline Pearce, and quieted *172 her in her title and possession of the same, divested all title out of T. S. Vaughn, and vesting same in the appellee Mary Emeline Pearce, as her separate property and estate. Thereupon appellant moved the court to correct and modify the judgment rendered so' as to show that the land recovered is the separate estate of the said Mary Emeline Pearce, and that she recover only a life estate in the land, which was conveyed her by appellant, which motion was by the court overruled; the court holding in express terms that the absolute title in fee had been conveyed to the appellee Mary Emeline Pearce by the conveyance of appellant to her. Prom the judgment thus rendered, appellant duly appeals, and in this court seeks revision of said judgment.
In disposing of the first above-mentioned contention of appellees, to the effect that Mrs. Pearce had title in fee to the land in controversy, • because the proceeds of money arising from the sale of her land in Concho county was used in its- purchase, it may be observed, from an examination of the deed, under which she held the Concho land, that it is in all respects the same as to conditions and restrictions to the deed under consideration, having identically the same granting and habendum clauses, and carrying the same provisions in all respects, and is different only in the descriptiqn of the land conveyed. So the determination of the char *173 acter of interest or estate which she held tinder the present deed to the land in controversy also determines the character of her interest in the Concho county land and the proceeds, of its sale. It may also be observed that, while it appears to be conceded that whatever interest or title she had in the land in controversy was her separate property, such character is not fixed by the recitals in the deeds or either of them, but rests upon the fact, shown by the evidence, that she acquired, her interest in the first tract, the Concho land, by gift from her father, under the conditions and restrictions imposed by the deed, and that, in the exercise of the interest of reversion retained by him, he only consented to the sale of the Concho land upon the condition that the same restrictions and conditions and terms should be contained in the deed acquired by the proceeds of such sale made her to the land in controversy. So the decisive question here presented is as to the effect to be given the deed hereinbefore set out. Did Mrs. Pearce take thereunder only a life estate, or did she, under the operation of the rule in Shelley’s Case, take an unconditional fee-simple title to the land?
The manifest intention of the grantor, from an inspection of the deed, as conclusively shown by a consideration of the entire instrument in all of its parts, is to vest in the appellee Mrs. Pearce only a life estate, as shown by the following clause, applying directly to the character of her interest, and by reference made a part of the granting clause of the deed, to wit: “The ownership and right of possession is to be and remain in said Mary Emeline Pearce during her life, and at her death her said heirs, by direct line of descent, shall become the lawful owners and rightful possessors of said land” — the remainder over, upon her death, being to her heirs by direct line of descent. This conveyance, however, is restricted by the following proviso, restricting the right of alienation: '“Provided, further, that said land shall not be sold, transferred or conveyed to any person or corporation whatever until each and all of the said heirs of the said Mary Emeline Pearce are of lawful age under the present law of the state of Texas, and in the event said land or any part thereof or interest therein is so sold, transferred or conveyed, the same or such part thereof or interest therein so conveyed, sold or transferred, shall revert to me, the said T. S. Vaughn, my heirs, executors and administrators.” As established by many decisions of our courts, effect should be given to this intention, if the same can be lawfully done. Hancock v. Butler, 21 Tex. 804; Simonton v. White, 93 Tex. 50, 53 S. W. 339, 77 Am. St. Rep. 824.
In the case of Berry et al. v. Spivey, 44 Tex. Civ. App. 18, 97 S. W. 511, the court held that a provision in a grant of land, which restricted the power of the grantee on her part or on the part of herself and husband, jointly and severally, to alienate such land until the youngest child of her and her said husband should arrive at the age of 21 years, or should marry, if a daughter, was not an unlawful restraint upon alienation, since the restriction was necessarily limited to the life of the grantee. And in that case the deed was held not within the rule in Shelley’s Case. The restriction on alienation in the case above referred to is very similar to the one here under consideration, and we are cited to no authority that supports ap-pellees’ contention that such restriction is unlawful. It appearing from the recitals in the deed, considered as a whole, as well as in the evidence adduced on the trial of the case, which we think it competent to here consider in connection with the deed, because of the latent ambiguity in the clause “heirs by direct line of descent” frequently repeated in the deed, that the grantor had in contemplation, by the use of said term, by way of designating those to whom the remainder over should go, the eight children of Mrs. Mary Emeline Pearce then living, and whose ages the evidence showed to be from 3 to 21 years at the time of the trial, and that said grantor did not intend or contemplate that the title to the property in fee should go in remainder to the heirs generally of the said Mrs. Pearce, but that toy the use of the term “to her heirs by direct line of descent” was meant, giving said term its broadest construction, only such children, or their direct descendants, as the said Mrs. Pearce might have living at the time of her death. We are therefore of the opinion that the rule in Shelley’s Case does not apply to the conveyance in question, and that appellee Mrs. Pearce took thereunder, not the fee to the land, but a life estate therein, and that the trial court erred in holding that said conveyance vested her with the absolute title in fee simple to the land in question. Berry v. Spivey, 44 Tex. Civ. App. 18, 97 S. W. 511; Diamond v. Rotan, 124 S. W. 200; Simonton v. White, 93 Tex. 54, 53 S. W. 339 77 Am. St. Rep. 824; Hopkins v. Hopkins, 103 Tex. 15, 122 S. W. 15.
We therefore conclude that the judgment appealed from should be so reformed as to show that the appellee Mary Emeline Pearce has only a life estate in the land in controversy, and is not vested with the title in fee, and that the judgment so reformed should be in all respects affirmed, and that appellees pay the costs of this appeal, and it is so ordered.
Addendum
On Motion for Rehearing and to Certify.
In the examination of this case on motion for rehearing, the following restriction, embodied in the deed introduced in evidence, was adverted to by the court in its opinion: “Provided, further, that said land shall not be sold, transferred or conveyed to any person or corporation whatever until'each and all of the said heirs of the said Mary Emeline Pearce are of lawful age under the present law of the state of Texas, and in the event said land or any part thereof, or interest therein, is so sold, transferred or conveyed, the same or such part thereof, or interest therein, so conveyed, sold or transferred, shall revert to me, the said T. S. Vaughn, my heirs, executors and administrators.” In discussing that clause, as an aid really for the determination of the question as to the real character of the estate that was intended to toe conveyed by this deed, this language is used in the opinion: “In the case of Berry et al. v. Spivey [44 Tex. Civ. App. 18] 97 S. W. 511, the court held that a provision in a grant of land, which restricted' the power of the grantee on her part or on the part of her husband, jointly and severally, to álienate such land until the youngest child of her and her said husband should arrive at the age of 21 years or should marry, if a daughter, was not an unlawful restraint upon alienation, since the restriction was necessarily limited to the life of the grantee. And in that ease the deed was held not within the Tule in Shelley’s Case. The restriction on alienation in the ease above referred to is very similar to the one here under consideration, and we are cited to no authority that supports appel-lee’s contention that such restriction is unlawful.” We are inclined to think that the able judge who rendered that opinion, using this language in commenting upon the validity of the clause quoted from the deed, did so as an explanatory circumstance of the real intention of the grantor as to the character of the estate intended to be conveyed, which intention, discovered by the recitations in the deed, was finally the ultimate point in this case, for the reason that immediately preceding the language used by him in making the comment, and immediately succeeding the stipulation in the deed quoted, he says: “As established by many decisions of our courts, effect should be given to this intention, if the same can be lawfully done”— and further on in the opinion passes upon the validity of a married woman’s lease of her separate property, not because of the restraint upon alienation of any interest in the land, but because the lease was of the separate property of the wife for more than one year, and not acknowledged by her in accordance with the statute, which was condemned by the Supreme Court of this state in Dority v. Dority, 96 Tex. 215, 71 S. W. 951, 60 L. R. A. 941.
If the language of the opinion could be construed to the extent of holding the stipulation in restraint of alienation as a valid one, we think it was unnecessary to the decision of the ease, and this additional opinion is merely for the purpose of restricting the opinion of this court, in its decision of this case, to the character of the estate and interest of Mrs. Pearce intended to be conveyed to her, as against the appellant, T. S. Vaughn, who was the ostensible sutoas-signee of a purported lease. The matter and question of the validity or invalidity of the recitation in restraint of alienation, in the deed from Vaughn to his daughter, is not decided.
We believe that, upon the real merits of the controversy between the parties, the opinion of the court properly disposed of the case, and the motion for rehearing, and the companion motion in this ease to certify the cause to the Supreme Court, are in all things overruled. '
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