Fisher v. Malmo

650 S.W.2d 43, 1983 Tenn. App. LEXIS 556
CourtCourt of Appeals of Tennessee
DecidedFebruary 9, 1983
StatusPublished
Cited by21 cases

This text of 650 S.W.2d 43 (Fisher v. Malmo) 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
Fisher v. Malmo, 650 S.W.2d 43, 1983 Tenn. App. LEXIS 556 (Tenn. Ct. App. 1983).

Opinion

CRAWFORD, Judge.

This is a will construction suit filed by the Administrator C.T.A. of the Estate of Susie Porter Cooper, deceased. 1 Mrs. Cooper executed the will on August 30, 1977, and she died on January 27, 1979. She was survived by each of the named individuals in her will. Her only surviving brother, Arthur R. Porter, Jr., died testate eight months later on September 21, 1979. The record does hot reflect whether Mrs. Cooper was survived by any blood relatives of any degree other than those named in the will.

The pertinent provisions of Mrs. Cooper’s will are as follows:

*45 After payment of my funeral expenses and just debts, I give, devise and bequeath to the following persons all of my property of which I may die possessed, as follows:
To Mignon Dunn Klippstatter my home located at 320 East Street, Memphis, Tennessee, together with vacant lot located next to same on the North side, also my piano located at 320 East St, Memphis, Tenn.
To Mary Grey Carlson, Sr., and Christina D. Benson, share and share alike brick building, together with parking lot, located at 296 East Street, Memphis, Tennessee.
To Dennis P. Carlson, Jr., Dudley D. Benson, and Chris Cooper Carlson, share and share alike, business building located 933, 935 Linden Avenue, Memphis, Tennessee.
To Dorothy P. Johnson lot and building located on the corner of East Street and Linden Avenue, Memphis, Tennessee.
To Dennis P. Carlson, Jr., Dudley D. Benson, and Chris Cooper Carlson, share and share alike all of capital stock registered in my name known as American Telegraph and Telephone Company, common and preferred.
To my attorney, Laurie L. Johnson, all capital stock known as Bethlehem Steel Company.
To my brother, Dr. Arthur R. Porter, all capital stock known as Schering-Plough Corporation.
All the rest and residue of my property, after my debts have been paid, to be divided equally among my surviving heirs.
I nominate my attorney, Laurie L. Johnson, to be executor of this my last my will and testament, to serve without bond.
... To Mignon Dunn Klippstatter, Mary Grey Carlson, Sr., and Christina D. Benson, share and share alike, all furnishings and personal property now located in my home at 320 East Street, Memphis, Tennessee.

The focus of the controversy in this case is the phrase “my surviving heirs” as used by Mrs. Cooper in the residuary clause (the 9th paragraph above) of her will. The executor of her surviving brother’s estate contends that the word “heirs” should be given its technical and legal meaning, in which case Arthur R. Porter, Jr., would have been Mrs. Cooper’s sole surviving heir under Tennessee’s Intestate Succession Statute and the lone legatee and devisee under the residuary clause. This was the interpretation adopted by the Trial Court which held that the language of the disputed paragraph vested all rest and residue of Mrs. Cooper’s estate in Arthur R. Porter, Jr.

The appellants are all the named beneficiaries under Mrs. Cooper’s will except Arthur R. Porter, Jr., L.L. Johnson and Dorothy Johnson. 2 They contend that they are second and third cousins of Mrs. Cooper and that Mrs. Cooper intended to include them along with her brother Arthur as legatees and devisees under the residuary clause.

Arthur R. Porter, Jr., was a retired physician and was the brother of Mrs. Cooper, a widow without children. He was her closest blood relative, and Mrs. Cooper had great love and affection for him as well as for her second and third cousins. Her brother was in her home a great deal of the time, and they had a very close relationship, although there is some indication that Mrs. Cooper would become upset with him from time to time.

As a preliminary matter, we will address the propriety of the introduction of certain testimony through the deposition of the will’s draftsman. Mrs. Cooper’s will was prepared by her attorney, L.L. Johnson, and his testimony was introduced by appellants from a discovery deposition. The court overruled the executor’s objection to the testimony of Johnson, and we feel that Johnson’s testimony — with the exception of his opinion regarding the intention of the *46 testatrix — was properly admitted. See Nichols v. Todd, 20 Tenn.App. 564, 101 S.W.2d 486 (1936).

This case was tried by the court without a jury, and, therefore, the review of this court is de novo with a presumption of correctness of the findings of fact by the trial court. Absent error of law, the judgment of the trial court must be sustained unless the evidence preponderates against it. T.R.A.P. 13 (d). We do not believe that the evidence preponderates against the trial court’s holding that the language of the residuary paragraph vested all the rest and residue of Mrs. Cooper’s estate in her brother, Arthur R. Porter, Jr.

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. 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. Moore v. Neely, 212 Tenn. 496, 502-503, 370 S.W.2d 537, 540 (1963); Third National Bank of Nashville v. First National Bank of Nashville, 596 S.W.2d 824, 828 (Tenn.1980). In applying this cardinal rule, it is necessary to look to the entire will, and the testatrix’s intention must be determined from what she has written, not from what it is supposed she intended. Burdick v. Gilpin, 205 Tenn. 94, 103, 325 S.W.2d 547, 551 (1959); see First American National Bank v. DeWitt, 511 S.W.2d 698, 706 (Tenn.Ct.App.1972).

Generally, if a will has been drafted by an attorney, technical words should be given a technical meaning unless the intention of the testator is clearly to the contrary. See Fariss v. Bry-Block Co., 208 Tenn. 482, 488, 346 S.W.2d 705, 707 (1961).

In Burton v. Kinney, 191 Tenn. 1, 231 S.W.2d 356 (1950), a question was raised concerning the meaning of the word “heirs” in a holographic will drafted by a lawyer.

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Bluebook (online)
650 S.W.2d 43, 1983 Tenn. App. LEXIS 556, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fisher-v-malmo-tennctapp-1983.