Randolph Coleman, Individually and as Independent of the Last Will and Testament of Randolph M. Coleman, Jason G. Coleman, Courtney P. Cody, and Jonathon Coleman v. Betty Dowlearn Coleman, Individually and as Independent of the Last Will and Testament of Randolph M. Coleman
OPINION
No. 04-10-00618-CV
Randolph COLEMAN, Individually and as Independent Executor of the Last Will and
Testament of Randolph M. Coleman, Jason G. Coleman, Courtney P. Cody, and Jonathon
Coleman,
Appellants
v.
Betty Dowlearn COLEMAN, Individually and as Independent Executrix of the Last Will and
Testament of Randolph M. Coleman,
Appellee
From the Probate Court No. 2, Bexar County, Texas
Trial Court No. 2005-PC-2630
Honorable Tom Rickhoff, Judge Presiding
Opinion by: Rebecca Simmons, Justice
Sitting: Phylis J. Speedlin, Justice
Rebecca Simmons, Justice
Steven C. Hilbig, Justice
Delivered and Filed: May 11, 2011
AFFIRMED
Randolph O. Coleman, Jason Coleman, Courtney Cody, and Jonathan Coleman (the
Colemans) appeal the trial court’s order granting Appellee Betty Coleman’s motion for partial
summary judgment and denying the Colemans’ competing motion for partial summary judgment.
The Colemans argue that the trial court misconstrued the Last Will and Testament of Randolph
04-10-00618-CV
M. Coleman (Randolph) and abused its discretion in excluding their summary judgment
evidence. We affirm the trial court’s judgment.
BACKGROUND
When he died Randolph owned several mineral interests, one of which was in three tracts
of land in Crockett County, Texas. The mineral interest was leased to Occidental Petroleum, Inc.
(Oxy), which operates the wells. These tracts are included in Oxy’s “South Cross Unit,” which
is a consolidation of producing mineral interests. 1 Oxy was making payments to Randolph on
the three wells that were producing when he died. The parties’ dispute centers on the disposition
of this mineral interest.
Randolph bequeathed to Betty, his fourth wife, a life estate in his mineral interest in
Crockett County. The bequest reads: “I give all of my interest in the Crockett County, Texas,
mineral interest that Occidental Permian Ltd. is presently making payments to me on under
owner number 250-061596, to my wife, Betty Dowlearn Coleman for the term of her life . . . .”
After Randolph died, additional wells were drilled pursuant to the leases of Randolph’s mineral
interest, and Betty received the royalties from those wells.
The Colemans, including Randolph’s children and grandchildren from his prior
marriages, filed suit against Betty in probate court in Bexar County, challenging her claim to the
royalties from the new wells. They sought a declaratory judgment that construed the bequest as
not including the rights to royalties from wells drilled after Randolph’s death. Betty
1
According to Oxy’s records, Randolph owned a mineral interest in South Cross Unit tracts 5, 22, and 23, under
owner number 250-061596.
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counterclaimed, seeking a declaratory judgment that she was entitled to those royalties. 2 The
trial court granted Betty’s motion and denied the Colemans’ motion. 3
STANDARD OF REVIEW
We review a declaratory judgment under the same standards as other judgments. TEX.
CIV. PRAC. & REM. CODE ANN. § 37.010 (West 2008). When both parties move for partial
summary judgment, and the trial court grants one motion and not the other, we review both
parties’ summary judgment evidence, determine all questions presented, and render the judgment
that the trial court should have rendered. Mann Frankfort Stein & Lipp Advisors, Inc. v.
Fielding, 289 S.W.3d 844, 848 (Tex. 2009). A party moving for summary judgment must show
that no genuine issue of material fact exists and that the party is entitled to judgment as a matter
of law. TEX. R. CIV. P. 166a(c); Randall’s Food Mkts., Inc. v. Johnson, 891 S.W.2d 640, 644
(Tex. 1995); Nixon v. Mr. Prop. Mgmt. Co., 690 S.W.2d 546, 548 (Tex. 1985). Construction of
an unambiguous will is a matter of law, which we review de novo. Steger v. Muenster Drilling
Co., 134 S.W.3d 359, 373 (Tex. App.—Fort Worth 2003, pet. denied); Penland v. Agnich, 940
S.W.2d 324, 326 (Tex. App.—Dallas 1997, no writ).
DISCUSSION
Our primary objective in construing a will is to determine the testator’s intent. Shriner’s
Hosp. for Crippled Children of Tex. v. Stahl, 610 S.W.2d 147, 151 (Tex. 1980); Gregg v. Jones,
699 S.W.2d 378, 379 (Tex. App.—San Antonio 1985, writ ref’d n.r.e.). We must ascertain his
intent from the normal, usual, and legal meaning of the words found within the four corners of
the will. Stahl, 610 S.W.2d at 151; Williams v. Smith, 146 Tex. 269, 280, 206 S.W.2d 208, 214
(1947). “A will should be so construed as to give effect to every part of it, if the language is
2
The Appellants also requested attorney’s fees and an accounting of royalties paid to Betty.
3
The trial court severed the will construction issue into a separate cause, making the judgment final for purposes of
appeal.
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reasonably susceptible of that construction. . . . The testator will not be presumed to have done a
useless thing.” Morriss v. Pickett, 503 S.W.2d 344, 347 (Tex. Civ. App.—San Antonio 1973,
writ ref’d n.r.e.) (citing Republic Nat’l Bank of Dallas v. Fredericks, 155 Tex. 79, 83, 283
S.W.2d 39, 42–43 (1955)). We focus not on what the testator intended to write but on the
meaning of the words the testator actually used. San Antonio Area Found. v. Lang, 35 S.W.3d
636, 639 (Tex. 2000). “If the will is unambiguous, [we will] not go beyond specific terms in
search of the [testator’s] intent.” Id.
The Colemans argue that the will unambiguously limits Betty’s life estate to the royalties
from the wells that were producing when Randolph died. They argue that the trial court’s
construction gives no effect to the phrase “that Oxy is presently making payments to me on” and
ignores that, given Randolph’s experience with oil and gas terms, he would have more succinctly
drafted the will if he wanted Betty’s life estate to include the entire mineral interest. They argue,
alternatively, that the will is ambiguous.
We hold that Randolph unambiguously bequeathed to Betty his entire mineral interest in
Crockett County identified as being leased to Oxy. Randolph wrote in his will, “I give all of my
interest in the Crockett County, Texas, mineral interest,” indicating his intent to bequeath the
entirety of his “mineral interest” without qualification. This language is not obscured by
Randolph’s knowledge of a more succinct or technically precise phrasing of this bequest. The
following phrase “that Oxy is presently making payments to me on under owner number 250-
061596” does not limit the mineral interest but describes it in additional detail. See Tex. Builders
v. Keller, 928 S.W.2d 479, 481 (Tex. 1996) (per curiam) (noting that a conveyance must identify
a property with reasonable certainty). Although the Colemans argue that this phrase would make
sense as a property description only if Randolph had owned other mineral interests in Crockett
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County, the phrase is not “mere surplusage” because it provides additional detail of the mineral
interest that Randolph intended to bequeath. 4
CONCLUSION
The will is unambiguous, and grants Betty a life estate in the mineral interest in Crockett
County. We, therefore, affirm the trial court’s judgment. 5
Rebecca Simmons, Justice
4
Although the Colemans rely on In re Hite, 700 S.W.2d 713 (Tex. App.—Fort Worth 1985, writ ref’d n.r.e.), the
present case is factually distinguishable because of the different phrasing of the bequest.
5
Because we hold that the will is unambiguous, we do not address the Colemans’ alterative argument that the will
is ambiguous and need not address their contention that the trial court erred in excluding their summary judgment
evidence. See TEX. R. APP. P. 47.1 (requiring our opinions to be “as brief as practicable” while “address[ing] every
issue raised and necessary to final disposition of the appeal”).
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