Haynes v. Henderson

345 S.W.2d 857, 1961 Tex. App. LEXIS 2264
CourtCourt of Appeals of Texas
DecidedApril 12, 1961
Docket10836
StatusPublished
Cited by8 cases

This text of 345 S.W.2d 857 (Haynes v. Henderson) 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
Haynes v. Henderson, 345 S.W.2d 857, 1961 Tex. App. LEXIS 2264 (Tex. Ct. App. 1961).

Opinions

ARCHER, Chief Justice.

This suit was brought by appellants against appellees seeking a construction of the will and codicil of Parrie Haynes, deceased, and in the alternative, seeking to enforce a contract made between Parrie Haynes and her husband W. A. Haynes whereby each agreed to will his or her property to the survivor of the marriage upon condition that the survivor by will divide his or her estate in a substantially equal manner between.the survivor’s nearest of kin and the deceased spouse’s nearest of kin (such nearest of kin to be determined as of the time of the survivor’s death).

W. A. Haynes and Parrie Haynes were married for many years and had no children. Appellants are the nearest living kin (or their successors in interest) of W. A. Haynes. W. A. Haynes died in 1953, [859]*859leaving a will dated in 1911 which devised all of his property to his widow, Parrie Haynes. Parrie Haynes died in 1957, leaving a will dated August 19, 1954, and a codicil thereto dated June 23, 1956. The effect of the 1954 will is not in dispute and it is contended by appellants that the 1954 will would have substantially complied with the contract between W. A. Haynes and Parrie Haynes. The effect of the 1956 codicil and its compliance with the contract between Mr. and Mrs. Haynes are involved in this lawsuit.

Appellee Fern Bond was the nearest living kin of Parrie Haynes on her death, and appellants do not seek to attack any devise or bequest to her under the will or codicil of Parrie Haynes. Appellants do not attack the validity of the bequest to appellee Killeen Independent School District. Appellee A. Judson Henderson is independent executor of the estate, and appellants have not attacked the provisions of the will or codicil applicable to him. The remaining appellee is The Texas Youth Council which acts for the Corsicana State Home — described in the 1956 codicil as the State Orphan Home of Texas, and the real contest in this suit is between this ap-pellee and appellants.

Prior to trial, the trial court sustained a special exception of The Texas Youth Council to the allegations of appellants relating to the contract theory of the case, and such ruling thus effectively limited appellants’ suit to their count on construction of the will and codicil.

After the hearing on the merits, the trial court entered judgment construing the will and codicil in favor of The Texas Youth Council and against the construction sought by appellants, and this appeal has since been duly perfected.

The appeal is founded on four points and are that the court erred in construing the will and codicil to limit appellants to take only $40,000; and in failing to construe the codicil as limiting only the personal property bequests to $40,000 and not as affecting the devise of real property to them; in sustaining the special exception of The Texas Youth Council to paragraph 9 of appellants’ First Amended Original Petition; and in permitting witness Clements to testify as to oral declarations of testatrix to prove the intention of testatrix.

W. A. Haynes and Parrie Haynes were married for many years and had no children. Appellants are the nearest living kin of W. A. Haynes and appellee Fern Bond is the nearest living kin of Parrie Haynes.

W. A. Haynes died in 1953, his will is dated in 1911 and bequeathed all of his prop' erty to Parrie Haynes who died in 1957, leaving a will dated August 19, 1954 and a codicil thereto dated June 23, 1956. The will and codicil were probated together as the last will of Mrs. Haynes on August 26, 1957.

Mrs. Haynes owned real property of an appraised value of $230,000 approximately and personal property of an appraised value of approximately $250,000.

By her will of August 19, 1954, Parrie Haynes left her property in the following manner:

“(1) To Fern Bond, the Maxdale lot, the 3000 acres of the ranch lying South of the Lampasas River, and $50,-000 in government bonds;
“(2) To the Killeen Independent School District, $100,000 in U. S. Bonds, with explicit instructions as to the use of same and the income therefrom;
“(3) To A. Judson Henderson, as his executor’s fee, 10% of the inventoried value of the estate, or approximately $48,000;
“(4) To appellants herein, or person under whom they claim, the 4000 acres of the ranch North of the river, the other houses and lots, the minerals in Comanche County, the Milam County land, and the remainder of the personal [860]*860property of an inventoried value of some $102,000.”

The pertinent portions of the codicil dated June 23, 1956, are:

“The sums that I have devised to the heirs of my deceased husband William Allen Haynes in my last will shall not exceed the following amounts:
“To Bob Haynes Five Thousand Dollars, to Jim Haynes, Five Thousand Dollars, to Ada Haynes Glover Ten Thousand Dollars, to Dr. Henry Haynes Ten Thousand Dollars, and to the heirs of Jennie Haynes Stelle deceased, Ten Thousand Dollars, jointly to be divided according to the law of descent and distribution.
“The remainder of my estate shall go to the State Orphan Home of Texas to help orphan children.”

As is noted the prime question is the effectiveness of the codicil in the restriction of appellants to a total bequest of $40,000. The court was called on to construe the codicil in connection with the will.

Appellants take the position that except as expressly stated in the codicil that the deceased did not intend to change her will, and that the codicil must be construed, if it can fairly be done, as to make it harmonize with the purposes declared in the body of the will, and that the bequest in the will was not revoked by the subsequent provision in the codicil, because the intention to revoke does not appear either by express provision or necessary implication. The further contention is made that the codicil republished the will as a matter of law except as it clearly intended to change the will.

Appellants cite in support of their position a number of cases among which are Cliett v. Cliett, 1 Posey 407; Baker v. Wright, Tex.Civ.App., 157 S.W.2d 470, er. ref.; Hinson v. Hinson, 154 Tex. 561, 280 S.W.2d 731.

Appellants say that the use of the words the sums that I have devised, etc. * * * shall not exceed $40,000 refers to the personal estate only, and cite 83 C.J.S. 787, and other authorities claiming that it is not manifest on the face of the codicil that appellants were to be deprived of the lands which would go to them under the 1954 will.

The suit was based on two separate counts, first, on the construction of the will and codicil and second, on a contract theory, alleging that W. A. Haynes and wife Parrie Haynes made an oral contract in 1911 to make wills whereby each would leave his or her property to the survivor and the survivor would then will the property remaining at the survivor’s death in such a manner as would substantially divide the remaining estate between her nearest blood relatives and his nearest blood relatives then living, and that such wills were made.

Appellants assert that the 1954 will of Parrie Haynes was in substantial compliance with such contract.

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Haynes v. Henderson
345 S.W.2d 857 (Court of Appeals of Texas, 1961)

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Bluebook (online)
345 S.W.2d 857, 1961 Tex. App. LEXIS 2264, Counsel Stack Legal Research, https://law.counselstack.com/opinion/haynes-v-henderson-texapp-1961.