Dufner v. Haynen

263 S.W.2d 662, 1953 Tex. App. LEXIS 1668
CourtCourt of Appeals of Texas
DecidedDecember 9, 1953
Docket12612
StatusPublished
Cited by7 cases

This text of 263 S.W.2d 662 (Dufner v. Haynen) 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
Dufner v. Haynen, 263 S.W.2d 662, 1953 Tex. App. LEXIS 1668 (Tex. Ct. App. 1953).

Opinion

W. O. MURRAY, Chief Justice.

This is an appeal from a declaratory judgment of the District Court of Bexar County, finding and declaring, among other things, that

1. “Under the terms and provisions of the will executed by W. W. Dykman and wife, Lillie Dykman, on February 26, 1936, and probated after the death of W. W. Dyk-man as a muniment of title, the whole of the estate of W. W. Dykman, upon his death on March 12, 1940, passed to and vested in fee ■simple in his surviving wife, Lillie Dyk-man.”

2. The will of W. W. and Lillie Dyk-man, dated February 26, 1936, was not a mutual and reciprocal will based upon a contract between the parties, and such will was not irrevocable after the death of W. W. Dykman by the surviving spouse, Lillie Dykman. ■

' 3. Lillie Dykman was not estopped to revoke the joint will of herself and husband by reason of the fact that she had probated the joint will as a muniment of title and had thereafter been in possession of and enjoyed all of the rents and revenues from the entire community estate, and that she had a right to dispose of all of the community property by her will dated March 2,1943.

This appeal is prosecuted by C. T. Duf-ner, individually and as independent executor and trustee of the estate of Lillie Dyk-man, deceased, and as trustee for Ida Dyk-man, Mrs. A. R. Nagel, A. R. Nagel, Mrs. C. T. Dufner, Mrs. Florence Duderstadt, William Pollard and William Dykman, who were the devisees under the joint will of W. W. and Lillie Dykman.

Appellees criticize the points of error set out in appellants’ brief as being mere .abstract propositions of law, and as not meeting the requirements of Section, (b), Rule 418, Texas Rules of 'Civil Procedure. We are inclined to agree to some extent with this criticism, but, as we deem it our duty to pass upon the merits of the appeal, .where it is possible for us to determine the questions to be decided, from the points and the statements and arguments made thereunder, we will consider appellant’s brief.

We are of the opinion that at least three important questions are presented by this appeal:

1. Was the joint will executed by W. W. Dykman and Lillie Dykman on February 26, 1936, also a mutual will based upon prior or contemporaneous agreement to make a joint disposition of their property?

2. Did W. W. Dykman intend by the joint will to dispose of .only his interest ,in the community property, or did he intend to dispose of the entire community estate of himself and his wife, Lillie Dykman?

3. Was Lillie Dykman estopped to revoke the provisions of the joint will by rea *664 son of the fact that she had offered the same for probate and a muniment of title and had accepted benefits under such will ?

We will discuss these questions in the order they are set out above.

The joint will executed by the Dykmans on February 26, 1936, was not also a mutual will, based upon a prior or contemporaneous agreement to make a joint disposition of their property. Before a joint will can be construed as also being a mutual will it must be shown, either from extrinsic evidence or upon the ‘face of the will itself, that the parties had entered into a contract to make a joint disposition of their property, arid'the burden of proof is •upon- the party so contending. Nye v. Bradford, 144 Tex. 618, 193 S.W.2d 165, 169 A.L.R. 1; Garland v. Meyer, Tex.Civ.App., 169 S.W.2d 531; Aniol v. Aniol, 127 Tex. 576, 94 S.W.2d 425; Wyche v. Clapp, 43 Tex. 543; Curtis v. Aycock, Tex.Civ.App., 179 S.W.2d 843; Wagnon v. Wagnon, Tex.Civ.App., 16 S.W.2d 366; Graser v. Graser, 147 Tex. 404, 215 S.W.2d 867; 29 Tex.Law Rev. p. 439.

It is a well settled principle of law in this State that where a husband and wife execute a joint will pursuant to a prior oor contemporaneous coritract to make a mutual will,' such will has both testamentary and contractual qualities and after the death of one of the spouses the surviving spouse may not make a disposition of the property different from that contained in such joint and fnutual will. Howard v. Combs, Tex.Civ.App., 113 S.W.2d 221; Larrabee v. Porter, Tex.Civ.App., 166 S.W. 395; Moore v. Moore, Tex.Civ.App., 198 S.W. 659. However, there is possibly an, exception to this rule to the effect that such will is not binding upon the wife where the contract is entered into with the husband during coverture. Wyche v. Clapp, 43 Tex. 543; Nye v. Bradford, 144 Tex. 618, 193 S.W.2d 165.

The record here does not show that such a contract was made by W. W. Dykman and Lillie Dykman. There is no extrinsic evidence to establish this fact, and, the j oint will do'es not show on its faqe that such, a contract was entered into. Therefore, the trial judge properly declared that the joint will of W. W. and Lillie Dykman was not a mutual will based upon a contract.

This brings us to a consideration of whether under this joint will Lillie Dykman received only a life estate in the community property of herself and husband, or whether she received a fee simple title to such property. The language to be construed in the will is as follows: “Upon the death of either spouse we direct that the survivor shall receive all property both real and person— and to manage same as to him or her may see—■ best;-but not to dispose of any of the real estate unless it be necessary to pay debts.” It' will be noted that, under the above language, the surviving spouse is to-“receive” ■ all property, both real and personal, and is to manage but not dispose of' the same, unless it becomes necessary .to pay-debts. All of this language is contained ⅛ the same sentence, and it is not sufficient to grant to the surviving spouse a fee simple-title in the property. The word receive is a-relative term, and when it is considered! with the other language used in the same-sentence it is insufficient to pass a fee simple-title to the property. 75 C.J.S. Receive, pp., 642-643.

We are aware of the rule that where a. will contains a provision that upon a certain contingency an estate given to one person shall pass to another, the law favors the-first taker, and the testator’s language is. construed so as to give such taker the greatest estate which, by a fair construction, the-grant is capable of passing. 44 Tex.Jur. 703, § 145; Lawrence v. Lawrence, Tex.Civ.App., 229 S.W.2d 219.

However, this rule is subordinate-to the rule that in construing a will it is the duty of the court to give effect to the entire instrument and each and every part of it, if that is legally possible, or if it is practical to do so. 44 Tex.Jur. 705, § 147; Wallace v. First National Bank of Paris, 120 Tex.. 92, 35 S.W.2d 1036; Houston v.

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Bluebook (online)
263 S.W.2d 662, 1953 Tex. App. LEXIS 1668, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dufner-v-haynen-texapp-1953.