Erwin v. Steele

228 S.W.2d 882, 1950 Tex. App. LEXIS 1990
Court of Appeals of Texas·Decided March 10, 1950·No. 14156·Published·Cited by 44 cases

Opinions

BOND, Chief Justice.

Appellant Mrs. Edward Erwin, plaintiff in the court below, joined by her husband John S. Erwin, instituted this suit against Dorman F. Steele, individually and as independent executor of the estate of Florence' R. Steele, deceased, the defendant in the court below, for liquid assets and" securities owned and possessed by the deceased in the sum of $10,062.70 and community personal property siibject to division and partition between appellant and appellee in accounting of said estate.' The rights of each of the parties in this suit are controlled by the provisions of the joint and mutual will of Mrs. Florence R. 'Steele, deceased, and her husband Dorman F. Steele.

The cause was tried to a jury and at the conclusion of plaintiff’s testimony, on motion of the defendant, the court peremptorily instructed the jury to find in favor of the defendant. Accordingly, on the verdict, judgment was entered that plaintiff recover nothing by her suit; and all costs taxed against said plaintiff.

The court made findings of fact supported by evidence that Mrs. Florence R. Steele, wif.e of Dorman F. Steele .and sister of Mrs. Edward Erwin, died testate on or about December 23, 1947 and left an estate consisting of real estate (homestead) of an: appraised value of $9,500 and household furnishings, jewelry, family pictures, etc., of the value of $1,500, money in the [884] bank in her own name in the sum of $10,-062.70, and a community one-half interest in cash deposited in banks in name of her husband in the sum of $24,424.28, U. S. Saving's bonds of the present value of $11,-146.50, one (1942) Mercury automobile of the value of $800, one (1943) Chrysler automobile of the value of $1,400,. fifty-three shares of corporation stock certify cates of the value of $125, and accounts receivable of $6,795.05, aggregating- (personal property) $56,253.51. There was no real estate at the time of the execution of the will and death of Mrs. Steele other than the said homestead.

.The introductory clause of'the'will .recites that in making the disposition of their property while "being of sound and disposing mind and memory,” the testators were “desirous of arranging their worldly affairs”; and after providing for their burial in keeping with their station in life and religious belief and the appointment of the survivor as executor of the estate, the will provides (italics supplied for emphasis) as follows: “2. We desire, upon the death of either of us, to give, devise and bequeath to the survivor all the property, of every kind and description, real or mixed, wherever situated, of which the deceased may die possessed, * * * 3. If Dorman F. Steele survives Florence R. Steele, it is hereby understood that Mrs. Edward Erwin, her sister, shall inherit her personal belongings, such as two diamond rings, family pictures and other personal belongings.”

The .foregoing sections of the will control the rights of the parties. Under section 3 the plaintiff claims all of the personal property belonging to her sister at the time of her death and one-half of. the undivided community personal property as being the “personal belongings” of the deceased; and claims' that under section ■2, the surviving husband is only entitled to the real estate (homestead) and one-half of the community personal property which did not pass by the terms of the will;— the testators had no children. The primary question is: Does the expression in the will “that Mrs. Edward Erwin * * * shall inherit her (testatrix’) personal belongings," such as two diamond rings, family pictures and other personal belongings” come under the rule of ejusdem generis?

The term “ejusdem generis” is a primary rule of construction.. Where words of general nature follow, or" are used in connection with the designation of particular objects or classes - of persons or things, the meaning of the general words will' be' restricted- to' the particular designation. “General words are not to be construed in their widest meaning or extent, but are to be treated- as limited and applying only to persons or things of the same kind or class as - those expressly mentioned.” Stanford v. Butler, Tex.Sup., 181 S.W.2d 269, 272, 153 A.L.R. 1054. Farmers’ & Mechanics’ Nat. Bank v. Hanks, 104 Tex. 320, 137 S.W. 1120, Ann.Cas. 1914B, 368. The rule in varying language is stated in Schouler on Wills, 5th Ed., Vol. 1, pp. 590, 591, as follows: “Consistently with this general regard to language, technical words employed in a will are presumed to have been used in their settled legal- meaning unless the contrary is manifest. And if a testator has used technical language which brings his case within some precise rule of law, that rule must take effect. But technical .words are liable to other explanatory and qualifying expressions in the context which disclose the testator’s actual intention; and where a different meaning is fairly deducible from the whole will, the technical sense must yield to the apparent intention. In short, the testator’s intention as gathered from the will shall prevail against the technical meaning of words or phrases, so far as may consist, at least, with the rules of sound policy, and however imperfectly such intention was in a technical sense expressed.” The rule of ejusdem generis is frequently employed to restrict an otherwise general -bequest. Its application as an. indication of intent is general in any situation, whether in a will, a deed, a contract,-a statute, or involving any enumeration.

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Erwin v. Steele, 228 S.W.2d 882, 1950 Tex. App. LEXIS 1990 (Tex. Ct. App. 1950).

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