Gilkey v. Chambers

207 S.W.2d 70, 146 Tex. 355
CourtTexas Supreme Court
DecidedJanuary 28, 1948
DocketNo. A-1260
StatusPublished
Cited by26 cases

This text of 207 S.W.2d 70 (Gilkey v. Chambers) is published on Counsel Stack Legal Research, covering Texas Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Gilkey v. Chambers, 207 S.W.2d 70, 146 Tex. 355 (Tex. 1948).

Opinions

Mr. Justice Hickman

delivered the opinion of the Court.

This is an action for the construction of the will of Mrs. A. L. Gilkey, deceased. The sole question presented here is whether the effect of the will was to devise to T. 0. Gilkey a life estate in the real estate owned by the testatrix at the time of her death. The will was written wholly in the handwriting of the testatrix and is in full as follows:

“Forney, Texas,

Jan 26 - 1937

Mrs. A L. Gilkey’s Will

T 0 Gilkey owns a half merst in all of the live stock at my death I will him all of my inersf in them, and all of my persnal property, as long as he lives. If his wife Maud Ball Gilkey out lives him, at her death all of the property must go back to the Gilkey’s heirs. This is my Will T 0 Gilkey executor without Bond.

Mrs A L Gilkey”

The trial court construed the will as bequeathing to T. 0. Gilkey all of testatrix’s interest in livestock and bequeathing and devising to him a life estate in all of her other property, real, personal, and mixed. The Court of Civil Appeals, Associate Justice Young dissenting, held that the terms of the will were plain and unambiguous in meaning, and that, therefore, it was confined to “the mere legal interpretation of the writing.” So interpreting it, the conclusion was drawn that the will did not create in T. 0. Gilkey a life estate in the real estate. 200 S. W. (2d) 858.

Before considering the will in detail we first determine what rules of construction are applicable. The term “personal property” has a well defined meaning in law, and if that term is to be construed alone without reference to the other language of the will, then the question presented is simple. If the will simply means the same as if its only provision were, “I will to T. 0. Gilkey all of my personal property as long as he lives,” then there would be nothing to construe. But the problem is not that simple.

In the early history of the common law, when wills were seldom written and then only by lawyers skilled in technical legal phraseology, a strict interpretation of wills was the gen[358]*358eral rule. But a far more liberal rule now receives almost universal recognition. This statement of the present rule is taken from 28 R. C. L. p. 224, Section 185:

“* * * But wills are, of all classes of legal instruments, least to be governed in their construction by their technical terms, and this has been held to be especially the case in this country, because wills here are most frequently drawn by persons unacquainted with legal phraseology, and ignorant of the meaning which the law attaches to the words they use. * :|! * Especially where a will bears earmarks of having been drawn by a layman, and not by a lawyer, the court, in the endeavor to arrive at the intent of the testator, will not view the language technically but liberally and with reference to its popular meaning.”

That rule, in varying language, is announced by all of the text writers and practically all of the courts, so far as our investigation has disclosed.

“In determining whether or not certain words were used in their technical sense, the court should consider whether the drawer of the will was or was not familiar with the technical meaning of the words or terms used, construing words in their technical sense where it appears that the testator knew what that meaning was, and not placing too great emphasis on the precise meaning of the language used where the will is the product of one not familiar with legal terms, or not trained in their use.” 69 C. J. p. 77, Sec. 1120.

Mr. Schouler states the rule in this language:

“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.” Schouler on Wills,. 5th Ed. Voí. 1, pp. 590-591. To the same effect is Page on Wills, Lifetime Ed. Yol. 2, p. 878.

[359]*359This liberal rule is the well-established rule in this jurisdiction. Federal Land Bank of Houston v. Little, 130 Texas 173, 107 S. W. (2d) 374; Adams v. Maris (Com. App.) 213 S. W. 622; Johnson v. Goldstein (Com. App.) 215 S. W. 840; Hassell v. Frey, 131 Texas 578, 117 S. W. (2d) 413; Avis v. First National Bank of Wichita Falls, 141 Texas 489, 174 S. W. (2d) 255. In Federal Land Bank of Houston v. Little, supra, it was held that, from an examination of the will as a whole in the light of the surrounding circumstances, the testator did not use the word “heir” in a technical sense. We quote from that opinion:

“The prevailing- inclination has been away from the application of a technical rule and to the ascertainment of the true intention of the testator. Accordingly, when we are asked to give the word ‘heir’ a technical meaning, the natural, and we think proper, inquiry is, Did the testator intend to use the word in its technical sense?”

After holding that in order to discover the meaning attached by the testator to the words used in his will, extrinsic evidence of circumstances relating to himself and his family was admissible, the court pointed out, among others, these extraneous circumstances:

“Looking to the circumstances under which the will was executed to discover the meaning attached by the testator to the word ‘heir’ used in the will, we find: The will apparently was not made by one learned in law. J. D. Little had only a common school education and doubtless did not understand the full import of the word ‘heir’ in a technical sense.”

The holding in that case was reaffirmed in Hassel v. Prey, supra.

The manner of applying the rule by this court is made clear by considering the cases just cited in connection with the case of Griffin v. Hale, 87 S. W. (2d) 497 (error refused). In the latter case it was held that “heirs” was used in a technical sense, ^while in the former cases it was he’d that “heirs” was not used in a technical sense. In each of those cases the court determined from a consideration of the will as a whole in the light of attending circumstances the sense in which the testator employed those words and grounded its decision on that determination.

In Johnson v. Goldstein, supra, it was held that in construing a will the application of the rule to accord a technical meaning to a technical vord is relaxed to a greater extent than in con[360]*360struing other instruments, and that, although a technical construction of words and phrases is, prima facie, the one that should prevail, it will not be carried to the extent of defeating the obvious general intention of the testator. What the courts seek to ascertain is the testator’s intention and the meaning which he attached to his language.

Applying the foregoing to Mrs.

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Bluebook (online)
207 S.W.2d 70, 146 Tex. 355, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gilkey-v-chambers-tex-1948.