Davis v. Shanks

911 S.W.2d 390, 1994 Tex. App. LEXIS 3298, 1994 WL 810057
CourtCourt of Appeals of Texas
DecidedAugust 25, 1994
Docket06-94-00031-CV
StatusPublished
Cited by8 cases

This text of 911 S.W.2d 390 (Davis v. Shanks) 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
Davis v. Shanks, 911 S.W.2d 390, 1994 Tex. App. LEXIS 3298, 1994 WL 810057 (Tex. Ct. App. 1994).

Opinion

OPINION

BLEIL, Justice.

Jesse Davis appeals from a summary judgment entered in this declaratory judgment action to construe a will. The principal issues on appeal are whether material issues of fact exist precluding summary judgment, whether the probate court erred in refusing to consider extrinsic evidence of the circumstances, family, and affairs of the testator, and whether the probate court erred in finding that the stock certificates were part of the estate as opposed to being owned by Davis as the result of an inter vivos gift from the testator. We find no error in the proceeding and affirm the judgment.

Jesse Harris executed a will in December 1992 and died in January 1993. His will was admitted to probate in March 1993, and letters testamentary were issued to A.C. Gari-son as independent executor of the estate. Harris’ estate consists of both real and personal property, including stock certificates found in his home after his death. The stock has an approximate value of $222,000.00. Garison filed a declaratory judgment action in March 1993, seeking construction of a will provision that bequeathed certain real and personal property to Jesse Davis. The pertinent terms of the will involve a specific bequest of property to Jesse Davis and a paragraph leaving the residual estate to the Shankses and Schaefers. 1 Garison alleged *393 that the bequest to Davis of the contents of the home was ambiguous and uncertain and asked the trial court to determine who should receive the securities — Davis or the residual beneficiaries. Davis, the Shankses, and the Schaefers were all defendants at trial.

Ralph and Jackie Shanks filed a motion for summary judgment, asserting that the bequest to Davis was not ambiguous or uncertain and that the bequest of the “contents” of the home referred only to items ordinarily found within a home and did not include the securities. The trial court granted the Shankses’ motion and entered final summary judgment that the securities did not pass to Davis, but instead went to the residuary beneficiaries. 2 Attorneys’ fees for all parties were ordered paid by the estate.

Davis filed a motion to modify, correct, or reform the judgment, although the contents of the motion, alleging that material issues of fact exist and asking the trial court to set aside its judgment, indicate that the motion more properly should have been labelled as a motion for new trial. See Tex.R.Civ.P. 71 (misnomer of pleadings). That motion was overruled.

Davis contends that the term “contents” is ambiguous and thus a material issue of fact exists precluding summary judgment. When a will is unambiguous, its proper construction is a question of law for the court to determine. Floyd v. Floyd, 813 S.W.2d 758, 759-60 (Tex.App.—El Paso 1991, writ denied). Conversely, the interpretation of a vague or ambiguous document is a question of fact. See Foshee v. Republic Nafl Bank, 617 S.W.2d 675, 679 (Tex.1981).

Whether or not an ambiguity exists is generally a question of law for the court. Langston v. First Nat’l Bank, 449 S.W.2d 855, 857 (Tex.Civ.App.—Amarillo 1969, no writ). A written instrument is ambiguous only when the application of the rules of interpretation applicable to the instrument leave it reasonably susceptible to more than one meaning. See R & P Enters, v. LaGuarta, Gavrel & Kirk, Inc., 596 S.W.2d 517, 519 (Tex.1980). In that instance, summary judgment is improper. Id. By granting the Shankses’ motion for summary judgment, the trial court implicitly found that the will was not ambiguous.

Oddly enough, the issue of what property is encompassed in a bequest of the “contents” of a home does not seem to be an issue addressed or settled in the Texas courts. There is much out-of-state authority pronouncing that, as a general rule of construction, intangible personal property does not pass under a bequest of the contents of a house. See In re Estate of Shoptaugh, 482 N.E.2d 1142, 1144 (Ind.Ct.App.1985); Old Colony Trust Co. v. Hale, 302 Mass. 68, 18 N.E.2d 432, 433 (1939); In re Estate of Lamb, 445 Pa. 323, 285 A.2d 163, 164 (1971); see generally 80 Am.JuR.2d Wills § 1277 (1975); D.C. Barrett, Annotation, What Passes Under Legacy or Bequest of Things Found or Contained in Particular Place or Container, 5 A.L.R.3d 466 (1966). Thus, absent an expression of contrary intent in the will, the gift of the “contents” of a home is limited to those things ordinarily identified with a home. Shoptaugh, 482 N.E.2d at 1144.

In Linson v. Crapps, for example, the court held that a bequest of “the contents of [the testatrix’] home” was sufficient to convey the household effects and such articles as are usually kept for household and family use, but did not convey government savings bonds found in a dresser drawer in the home. 204 Ga. 264, 49 S.E.2d 523, 524 (1948). This reflects the majority view that only tangible personal property is contemplated when defining the contents of a house. Souder v. *394 Johnson, 501 So.2d 745, 746 (Fla.Dist.Ct.App.1987).

Where the meaning of the language used in the will has been settled by usage and sanctioned by judicial decisions, it is presumed to be used in the sense that the law has given to it and should be so construed. Mitchell v. Mitchell, 151 Tex. 1, 244 S.W.2d 803, 806 (1951). Nothing in the will indicates that Harris intended to use the term “contents” differently than in its commonly understood sense. Absent such a contrary intent, the probate court properly gave the bequest its common and ordinary meaning. See Shriner’s Hosp. for Crippled Children v. Stahl, 610 S.W.2d 147,152 (Tex.1980); White v. Taylor, 155 Tex. 392, 286 S.W.2d 925, 926 (1956). Because the bequest was unambiguous, the construction of the will was a question of law for the probate court, and summary judgment is proper when only a question of law remains. See New York Underwriters Ins. Co. v. State Farm Mwt. Automobile Ins. Co., 856 S.W.2d 194, 200 (Tex.App.—Dallas 1993, no writ); McNamara v. Freedom Newspapers, Inc., 802 S.W.2d 901, 903 (Tex.App.—Corpus Christi 1991, writ denied).

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Bluebook (online)
911 S.W.2d 390, 1994 Tex. App. LEXIS 3298, 1994 WL 810057, Counsel Stack Legal Research, https://law.counselstack.com/opinion/davis-v-shanks-texapp-1994.