Atkinson v. Kettler

372 S.W.2d 704
CourtCourt of Appeals of Texas
DecidedSeptember 27, 1963
Docket16234
StatusPublished
Cited by21 cases

This text of 372 S.W.2d 704 (Atkinson v. Kettler) 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
Atkinson v. Kettler, 372 S.W.2d 704 (Tex. Ct. App. 1963).

Opinion

WILLIAMS, Justice.

Action for declaratory judgment and construction of trust provisions of the holographic will of Bernice E. Atkinson, deceased, relating to certain real property in Kinney County, Texas. (Art. 2524—1, Sec. 2, Vernon’s Ann.Tex.St, and Art. 7425b-24, V.A.T.S.). Bernice E. Atkinson, a resident of California, died December 24th, 1959. Her handwritten will, dated May 8, 1959, was admitted to probate in a Superior Court of California on February 17th, 1960. Inasmuch as a portion of the will related to real property situated in Texas, the will together with the probate proceedings in California was filed for record in Kinney County, Texas. Sec. 96 et seq. Probate Code. Mercantile National Bank at Dallas was named in the will as Trustee and Executor. This suit was filed by Mercantile National Bank in which the District Court was asked to declare whether the provisions of the will, with respect to the real property located in Texas, were valid or whether they were void as being repugnant to the rule against perpetuities. In either event the Mercantile National Bank requested the Court to advise it as to the proper heirs and beneficiaries of Bernice E. Atkinson with respect to the disposition of the Texas property. Following a non-jury trial the Court decreed that the so-called ranch-trust provision of the will relating to the Texas property was entirely void as being contrary to the rule against per-petuities; that no residual trust was established by the will; and that title to the ranch property passed by intestate succession to the next of kin of the testatrix, her two daughters, who are appellees here.

From this judgment Thelma Marie Atkinson, The Salvation Army, and the State of Texas have perfected an appeal.

PRELIMINARY MOTIONS

Before undertaking a discussion of the points on appeal it becomes necessary for us to dispose of two motions by appellees. The first of said motions is one requesting us to strike certain portions of the statement of facts, it being contended that same do not constitute a proper portion of the record on appeal. We have carefully considered this motion and find the same to be without merit and the same is, accordingly, overruled.

By their second motion, appellees move this court to dismiss appellants’ appeal as being moot, contending that subsequent to the entry of the judgment in the District Court, the Superior Court of the State of California for the County of Los Angeles has entered a judgment construing the will *708 in all respects contrary to the position taken by the appellants here and that, therefore, the California decision is res judicata of this appeal. Appellees argue that the effect of a foreign will on Texas real property is governed by Texas law, but that the meaning of the will must be decided by the domiciliary jurisdiction since the testatrix is presumed to have considered the law of her domicile at the time she executed her will. American Jurisprudence 481, “Conflict of Laws” Sections 174; 175; 79 A.L.R. 91; Zombro v. Moffett, 329 Mo. 137, 44 S.W.2d 149; Wilkins v. Allen, 18 How. 385, 59 U.S. 385, 15 L.Ed. 396. Without disagreeing with these authorities, appellees’ plea of res judicata must be overruled for the simple reason that the judgment from a trial court in California decided subsequent to the rendition of the Texas judgment is not a final judgment binding upon us here. Appellants, in an unchallenged statement represent that the California decision is now on appeal to an Appellate Court there, accordingly it is not a final judgment which could be considered as res judicata. Texas Trunk R. R. Co. v. Jackson, 85 Tex. 605, 608, 22 S.W. 1030; Van Natta v. Van Natta, Tex.Civ.App., 200 S.W. 907.

FACTS

Turning our attention to the merits of this appeal we find that the following facts are undisputed. Bernice E. Atkinson had been previously married to Lynn S. Atkinson, which marriage terminated in divorce December 8, 1951. Mrs. Atkinson died a feme sole, while a resident of California, on December 24, 1959, and, as hereinabove stated, her will dated May 8, 1959 was duly admitted to probate in California. Bernice E. Atkinson had two children, and only two children, during her lifetime, both of whom survived her, namely, Doris Marie Kettler and Jeanne Bernice Shaw. Katherine Jeanne Kettler is the daughter of Doris Marie Kettler and Lynn Elsa Fisher and Jeannie Lynn Shaw are the daughters of Jeanne Bernice Shaw. Lynn S. Atkinson, the divorced husband of Bernice E. Atkinson, died subsequent to the death of Bernice E. Atkinson. ' Thelma Marie Atkinson is the sister of Lynn S. Atkinson, deceased. Walter Wells Atkinson and Lynn Shirk Atkinson are the children of Thelma Marie Atkinson.

THE WILL

The record reveals that no evidence was introduced before the trial court regarding the intent of the testatrix in connection with the questioned portions of the will and, therefore, in determining such intent the trial court certified that he construed the terms of the will by looking only to the language of the will itself. Accordingly, it is essential to set forth the relevant provisions of the will, as follows :

“Phoenix, Arizona. May 8, 1959 My Will—
I am en route to Dallas, Texas by car. I intended to make a will after I arrived there — But in case of my death before I have a chance to make a will— or if I decide to wait until my return to Los Angeles to have a lawyer make a will for me — I am writing this will now and mailing it to my sister-in-law Mrs. Thelma Marie Atkinson, 1522 North Orland, San Gabriel, California. I am in good health and of sound mind and nobody can duress me. (I sometimes can’t spell) I want all of my financial assets placed in — Trust with the Mercantile National Bank of Dallas. I name the Mercantile National Bank at Dallas, as my sole executor.
sjt # jfc ‡ >k
My financial assets consist of 3566 Shares of Mercantile National Bank at Dallas. 60 Shares of First National Bank in Dallas. 110 Shares Merchants Discount Co., Winnsboro, Texas, 400 Shares of Revlon Inc. 200 Shares Texas Gulf Sulphur, 3500 in cash in Security First National Bank of Los Angeles, Larchmont Blvd., Branch. $10,891 in cash in my brokerage account — with E. F. Hutton and Com *709 pany — Wilshire Branch Salesman Mr. Tod Barrington, 4155 Wilshire Blvd., Los Angeles 5. 7 Shares National Securities — a 3300 acre ranch 18 miles South of Del Rio, Texas — the ranch is in Kinney County, Texas.
(here follows list of liabilities)
“I want all my stock managed by the Trust. I want all income from my estate to he divided equally between (1) my daughter Mrs. Doris Marie Kettler, 3215 Cheviot Vista Place, Los Angeles 34, California. In case of my daughter Mrs. Doris Marie Kettler’s death I want her share of the income to go to her daughter Katherine (or Catherine) Jeanne Kettler — divided equally -with any other issue of Mrs. Doris Marie Kettler.
2. My second daughter Mrs. Jeanne Bernice Shaw, 13431 Willamette Drive, Westminister, California. And in case of Mrs.

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Bluebook (online)
372 S.W.2d 704, Counsel Stack Legal Research, https://law.counselstack.com/opinion/atkinson-v-kettler-texapp-1963.