Briggs v. Estate of Briggs

950 S.W.2d 710, 1997 Tenn. App. LEXIS 123, 1997 WL 72083
CourtCourt of Appeals of Tennessee
DecidedFebruary 21, 1997
Docket02A01-9603-PB-00052
StatusPublished
Cited by17 cases

This text of 950 S.W.2d 710 (Briggs v. Estate of Briggs) is published on Counsel Stack Legal Research, covering Court of Appeals of Tennessee primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Briggs v. Estate of Briggs, 950 S.W.2d 710, 1997 Tenn. App. LEXIS 123, 1997 WL 72083 (Tenn. Ct. App. 1997).

Opinion

CRAWFORD, Presiding Judge, Western Section.

This is a will construction case. Respondent, Ikie Briggs, appeals from the order of the probate court construing the Last Will and Testament of Odessa V. Briggs in favor of the petitioner, Frances Duncan Briggs.

*711 Odessa V. Briggs died on February 4, 1980, and her holographic will was admitted to probate on February 26, 1980. Her Last Will and Testament provides as follows:

This is my last will & testament. I hereby revoke all former wills. At my death I request that all my just debts be paid out of my estate.
Everything I possess at the time of my death I bequeath as follows Cash: To my grandsons Joe Briggs and Charles A. Briggs $3,000.00 each
To my granddaughter Mrs. Karen Trai-num $3,000.00.
To Fisherville Baptist Church Cemetery endowment fund $1,000.00 for upkeep of the Briggs family graves. To Reid Cemetery fund $300.00. The Balance of Cash to be divided equally between my sons Ikie Briggs and Merle F. Briggs.
All real estate (except for my % half Hays Crossing farm and all Pickwick property which they may sell and divide) I leave in trust to my two sons (Merle & Ikie) their lifetime. At their death to be divided equally between surviving heirs. They Merle & Ikie are to collect, divide and use all income from rents, timber & etc.
I hereby appoint Merle Briggs my son, executor of my estate without the necessity of making bond or making any report or settlement with the Courts.
(signed) Odessa V. Briggs

The real estate involved consists of 13 separate properties. The properties are valuable because of their income stream from rents and because of the value of the timber. After their mother’s death, Merle and Ikie Briggs shared all of the income, rents, expenses, and taxes on the properties equally and both worked on the properties.

Merle Briggs died on June 27,1993 leaving his wife Frances Duncan Briggs, the petitioner, and their children. Merle Briggs’s will left his entire estate to his wife. Since the death of his brother, Ikie Briggs has taken the position that he is the sole life tenant entitled to all of the proceeds from the properties, and that Frances Briggs has no rights in the property until his death. Frances Briggs, on the other hand, asserts that Merle Briggs’s share passed to her by virtue of Merle’s will and that she stands in his place as a life tenant. The language of the will that is in dispute states, “All real estate ... I leave in trust to my two sons (Merle & Ikie) them lifetime. At their death to be divided equally between surviving heirs.”

On June 30, 1994, Frances Briggs filed a petition in the probate court entitled “Petition to Construe Provisions in Will and for Temporary Restraining Order.” The petition alleges that the concurrent life estate left to Merle Briggs, Jr. and Ikie Briggs is to be measured by their two lives, and that the life estate will continue until the death of Ikie Briggs and then the properties will vest in their heirs. Frances Briggs also alleges that there is an immediate threat to her legal interests that will result in irreparable damages because of Ikie Briggs’s activities on the land. The probate court issued the temporary restraining order prohibiting Ikie Briggs from terminating or entering into any rental contracts or agreements and restraining him from cutting or selling any timber from the subject land. 1

On August 18,1994, Ikie Briggs responded to the petition and asserted that he is the sole remaining life tenant, and that he alone is entitled to all proceeds, rents, hunting rights and is entitled to cut and sell the timber. He avers that, upon his death, the property will be divided among his and Merle Briggs’s surviving heirs.

After a bench trial, the probate court held in favor of Frances Briggs. The probate court found that “this clause is a clear, unmistakable and certain statement of Odessa V. Briggs’s intent to devise a life estate to her two sons, Merle F. Briggs, Jr., and Ikie Briggs, which life estate is to continue until the death of Ikie Briggs, Merle F. Briggs, Jr., having predeceased his brother.” The probate court further found that “the clear, certain and unmistakable intent of Odessa V. *712 Briggs was that each of her sons was to share equally in the life estate and that upon Merle F. Briggs, Jr.’s death, his share was to pass to his heirs at law or under the provisions of his will until the death of Ikie Briggs, at which time, the life estate will terminate and all properties will then be divided equally between their surviving heirs.”

Ikie Briggs appeals the order of the probate court and presents one issue for review: whether the probate court erred in its interpretation of the estate created by the Last Will and Testament of Odessa V. Briggs.

The construction of a will is a question of law for the court. Presley v. Hanks, 782 S.W.2d 482, 487 (Tenn.App.1989). The cardinal rule in construction of all wills is that the court shall seek to discover the intention of the testator and give effect to it unless it contravenes some rule of law or public policy. Third Nat’l Bank in Nashville v. First American Nat’l Bank of Nashville, 596 S.W.2d 824, 828 (Tenn.1980).

The testator’s intention is to be ascertained from the particular words used in the will itself, from the context in which those words are used, and from the general scope and purposes of the will, read in the light of the surrounding and attending circumstances. Presley, 782 S.W.2d at 487. In construing a will it is necessary to look to the entire will and the testator’s intention must be determined from what he has written and not from what it is supposed he intended. Id. at 488. A will should be construed to give effect to every word and clause contained therein. Id. at 489.

Ikie Briggs claims that he is entitled to be the sole life tenant, including 100% of the proceeds from the properties. Frances Briggs, on the other hand, argues that the clear intent of the will was for the sons and their heirs to be treated equally. In this case, it seems clear that Odessa Briggs wanted to treat her sons equally. She divided the balance of her cash between them equally. She allowed them to sell and divide her Hays Crossing farm and Pickwick properties. She wanted Merle and Ikie Briggs to collect and divide the income and rents from her property. It also appears that she wanted to treat her sons’ heirs equally because she wanted the properties to be divided equally among the surviving heirs at the termination of the life estate. Therefore, we must interpret the nature of the estate created by the will grounded in the knowledge that Odessa Briggs intended equal treatment between her sons and their heirs.

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Cite This Page — Counsel Stack

Bluebook (online)
950 S.W.2d 710, 1997 Tenn. App. LEXIS 123, 1997 WL 72083, Counsel Stack Legal Research, https://law.counselstack.com/opinion/briggs-v-estate-of-briggs-tennctapp-1997.