Estate of Newbill

781 S.W.2d 727, 1989 Tex. App. LEXIS 3062, 1989 WL 153326
CourtCourt of Appeals of Texas
DecidedDecember 15, 1989
Docket07-89-0111-CV
StatusPublished
Cited by16 cases

This text of 781 S.W.2d 727 (Estate of Newbill) 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
Estate of Newbill, 781 S.W.2d 727, 1989 Tex. App. LEXIS 3062, 1989 WL 153326 (Tex. Ct. App. 1989).

Opinion

BOYD, Justice.

This case presents the question whether appellee Bennie 0. Newbill’s challenge of appellant Joe N. Newbill’s suitability for appointment as executor of the will of Pearl Dove Newbill, deceased, violated an in terrorem provision of that will. From a summary judgment that the action did not violate that clause, appellant brings this appeal. We affirm the judgment of the trial court.

Appellant originated this cause by seeking declaratory judgment that appellee, by challenging appellant’s appointment as temporary administrator and as executor, had violated the in terrorem clause in the will in question, thereby forfeiting any interest in Ms. Newbill’s estate to which he might otherwise be entitled. Both parties filed motions for summary judgment, resulting in the trial court judgment in favor of appellee.

In two points, appellant asserts the trial court erred in (1) granting appellee’s motion for summary judgment because appel-lee’s actions in challenging appellant’s appointment, as a matter of law, constituted a direct or indirect attack upon a provision of the deceased’s will; and (2) because a genuine fact issue existed on the question of appellee’s good faith in attacking that provision of the will.

*728 The deceased, Pearl Dove Newbill, was the mother of both parties. The in terro-rem clause in her will reads:

If any beneficiary under this will in any manner directly or indirectly contests or attacks this will or any of its provisions, any share or interest in my estate given to that contesting beneficiary under this will is revoked and shall be disposed of in the same manner provided herein as if that contesting beneficiary had predeceased me without issue.

Since other provisions are not in question, setting the will out in detail is not necessary. Suffice it to say, the will appoints appellant as executor without bond. It also appoints him as trustee of the corpus of the estate with instructions as to how to administer that corpus for its beneficiaries, one of whom is appellee.

In support of his attack, appellant points out that appellee objected to appellant’s application to be appointed as executor and also objected to appellant’s application to be appointed temporary administrator of the estate pending disposition of the contest of his appointment as executor. Appellant also asserts after his appointment as administrator, appellee again filed a request for hearing to contest the appointment as administrator in which the same facts were alleged. This attack was also overruled. Appellant alleges that appellee fully participated in all hearings on these objections. All of appellee’s actions, appellant concludes, constitute an attack upon a provision of the will, i.e., the appointment of the executor, within the purview of the in terrorem clause. That being the case, appellant argues, appellee’s interest in the estate should be forfeited.

As a corollary of his proposition, appellant suggests that examination of the will as a whole clearly evidences the testatrix’ intent that the clause in question was designed to prevent her estate from incurring the expense and suffering the delay incident to a challenge such as the one in question. In support of that corollary, appellant cites the axiom stated by the court in Sellers v. Powers, 426 S.W.2d 533, 536 (Tex.1968), that “the primary concern of the court in will construction is the determination of the testator’s intent and the ef-fectuation of that intent as far as possible.” The general rule is that a court should determine the intention of the testator from the language he used in the will. Rekdahl v. Long, 417 S.W.2d 387, 389 (Tex.1967).

It is also axiomatic that forfeiture provisions in a will such as this are to be strictly construed, and forfeiture is to be avoided if possible; only where the act of a party comes strictly within the clause may a breach thereof be declared. Matter of Estate of Hodges, 725 S.W.2d 265, 268 (Tex.App.—Amarillo 1986, writ ref’d n.r.e.).

For example, in Estate of Hodges, supra, we held that an action seeking a declaratory judgment that a non-beneficiary executor had no standing to contest a family settlement agreement, was an action to construe, not to contest, the will. That being the case, the beneficiaries instigating the suit did not transgress the in terrorem provision of the will. Id. at 268. Likewise, in Sheffield v. Scott, 662 S.W.2d 674, 677 (Tex.App.—Houston [14th Dist.] 1983, writ ref’d n.r.e.), the court held that the filing of a will contest, dismissed prior to hearing, did not require forfeiture under an in terro-rem clause since the clause did not specifically prohibit the “mere filing” of a contest. In the Matter of the Estate of Minnick, 653 S.W.2d 503, 507-08 (Tex.App.—Amarillo 1983, no writ), this Court held an action against executors seeking a final accounting, partition, distribution and closing of an estate was not a “contest” within the purview of a forfeiture clause. See also Upham v. Upham, 200 S.W.2d 880, 883-84 (Tex.Civ.App.—Eastland 1947, writ ref’d n.r.e.).

Parenthetically, we note appellee’s contention that all of his actions, save the original objection, have been in opposition of appellant’s appointment as temporary administrator. Since the will does not mention an administrator, and since his challenge of appellant’s appointment as executor has not been heard, appellee reasons his actions to date would not be sufficient to constitute a forfeiture. We cannot agree. *729 All of the proceedings have been made necessary because of, and are related to, appellee’s opposition to the appointment of appellant as executor. If that opposition is within the pale of the forfeiture clause we are considering, appellee’s actions are sufficient to invoke forfeiture.

Texas Probate Code Annotated (Vernon 1980) section 77, 1 in relevant part provides that letters testamentary shall be granted to the person named as executor in the deceased’s will, subject to the person being “qualified to act” in that capacity. Section 78 provides that no person is qualified to serve as an executor or administrator who is a minor, an incompetent, a convicted felon, a non-resident (with certain exceptions), a corporation not authorized to act as a fiduciary in this State, or a person whom the court finds unsuitable. Section 81 requires, inter alia, that an application for probate of a written will state that the executor is not disqualified by law from accepting letters testamentary.

Appellee based his challenge to appellant’s application upon section 78(f) of the Probate Code, i.e., that appellant was not legally qualified to serve as executor.

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Bluebook (online)
781 S.W.2d 727, 1989 Tex. App. LEXIS 3062, 1989 WL 153326, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-newbill-texapp-1989.