In Re: Estate of Carl Parrott Wanda P. Patterson v. Jerry K Galyon - Concurring

Court of Appeals of Tennessee·Decided June 4, 1997·No. 03A01-9612-CH-00386·Published

Opinion

I N THE COURT OF APPEALS

FILED June 4, 1997

Cecil Crowson, Jr. Appellate C ourt Clerk I N RE: ESTATE OF CARL PARROTT, ) SEVI ER CHANCERY ) C. A. NO. 03A01- 9612- CH- 0038 6 WANDA P. PATTERSON, ) CO- EXECUTOR, ) ) Pl a i nt i f f - Appe l l a nt ) ) ) ) ) ) vs . ) HON. CHESTER S. RAI NWATER, J R. ) CHANCELLOR ) ) ) ) ) J ERRY K. GALYON, ) CO- EXECUTOR, ) ) De f e nda nt - Appe l l e e ) ) AFFI RMED AND REMANDED a nd ) ) BETTY LATHAM, ) ) I nt e r ve nor )

RONALD L. GRI M , Ambr os e , W l s on, Gr i mm a nd Dur a nd, Knoxvi l l e , f or M i a pp e l l a nt s , W nda P. Pa t e r s on, Bonni e Shi pma n, Fl oyd Pa r r ot , W E. a . Pa r r o t t a nd Roy Pa r r ot t .

STEVEN E. M ARSHALL, M r s ha l l a nd De l i us , Se vi e r vi l l e , f or J e r r y K. a Ga l y o n , c o- e xe c ut or .

NORM M GEE OGLE, Ogl e , W A c ynn & Ra de r , Se vi e r vi l l e , f or Be t t y J e a n La t h a m. 2 O P I N I O N

M M r a y, J . c ur

Thi s i s a de c l a r a t or y a c t i on whe r e i n t he pa r t i e s s e e k t o ha ve

a p o r t i on of t he wi l l of Ca r l Pa r r ot t , de c e a s e d, c ons t r ue d by t h e

c our t . Ca r l Pa r r ot t di e d t e s t a t e on Fe br ua r y 20, 1990. Hi s La s t

W l l a n d Te s t a me nt wa s e xe c ut e d on J a nua r y 3, 1983, a nd na me d h i s i

a t t o r n e y, J er r y K. Ga l yon, a nd hi s da ugh t e r , W nda a Pa r r o t t

Pa t t e r s on, c o- e xe c ut or s .

On Nove mbe r 6, 1990, J e r r y K. Ga l yon f i l e d a pe t i t i on i n t h e

Se vi e r Count y Pr o b a t e Co u r t t o a dmi t t he wi l l t o pr oba t e . On

No v e mb e r 15, 1990, W nda Pa r r ot t Pa t t e r s on f i l e d a pe t i t i on i n t h e a

s a me c o ur t f or pr oba t e of t he wi l l a nd a ppoi nt me nt of a n e xe c ut r i x .

She f u r t he r a l l e ge d i n he r pe t i t i on t ha t t h e wi l l wa s v a gue a nd

a mb i g u o us a nd a s ke d f or a c ons t r uc t i on of Ar t i c l e s I I I t hr ough VI

of t he wi l l , or i n t he a l t e r n a t i v e t ha t t he c our t de c l a r e a l l

p r o v i s i ons s e t f or t h i n Ar t i c l e s I I I t hr ough VI nul l a nd voi d a n d

t o a l l o w t he pr ope r t i e s owne d by Ca r l Pa r r ot t a t t he t i me of h i s

d e a t h t o pa s s t o t he c hi l dr e n of Ca r l Pa r r ot t e qua l l y pur s ua nt t o

t h e c l e a r a nd una mbi guous l a ngua ge s e t f or t h i n Ar t i c l e VI I .

3 The c a s e e ve nt ua l l y ma de i t s wa y t o c ha nc e r y c our t . The c a s e

wa s o r i gi na l l y he a r d by t he c ha nc e l l or on Augus t 18, 1993. I n hi s

o r i gi na l me mor a ndum opi ni on, t he c ha nc e l l or f ound t he wi l l t o b e

s u b j e c t t o c ons t r uc t i on a nd t ha t t he wi l l , Ar t i c l e s I I I t hr ough VI

we r e n o t s o a mbi guous a s t o r e nde r t he m nul l a nd voi d.

Th e c ha nc e l l or s pe c i f i c a l l y f ound, a mong ot he r t hi ngs :

Tha t t a ki ng t he p r ovi s i ons of t he wi l l f r om i t s f our c o r ne r s t oge t he r wi t h t he c i r c ums t a nc e s s hown t o ha ve e x i s t e d, t he doc u me n t a r y e vi de nc e r e f e r r e d t o i n t he wi l l , t h e t e s t i mony of f e r e d, a nd a ppl yi ng t he e xi s t i ng l a w, t he i nt e nt i on of t he t e s t a t or be c ome s pa t e nt l y c l e a r a n d u na mbi guous a s t o t he r e s pe c t i ve pr ope r t i e s s o d e vi s e d, a nd whi l e t he s pe c i f i c de s c r i pt i ons t he r e of a s s e t f or t h i n t he wi l l i t s e l f a r e l e s s t h a n t ha t t o b e d e s i r e d, ne ve r t he l e s s , t he s a me a r e c l e a r l y i de nt i f i a bl e a s t o l oc a t i on a nd de s c r i pt i on a nd a r e va l i d de vi s e s .

The t r i a l c our t ' s j udgme nt wa s a ppe a l e d t o t hi s c our t . Th e

j u d g me nt o f t he t r i a l c our t wa s va c a t e d be c a us e a l l ne c e s s a r y a nd

i n d i s p e ns a bl e pa r t i e s , s pe c i f i c a l l y, s ome of t he de vi s e e s u nde r t h e

wi l l , we r e not be f or e t he c our t a n d h a d n ot b e e n ma de pa r t i e s

p u r s u a n t t o Rul e 19, Te nne s s e e Rul e s of Ci vi l Pr oc e dur e or T. C. A.

§ 2 9 - 1 4 - 107.

Up o n r e ma nd, t he c our t , s ua s pont e , or de r e d t ha t a l l pr op e r

p e r s o n s be ma de a pa r t y t o t he s ui t . The r e a f t e r , t he c a s e wa s

t r i e d a s e c ond t i me . Af t e r t he s e c ond t r i a l , t he c our t f ound t h a t

4 t h e wi l l wa s va l i d a nd s ubj e c t t o c ons t r uc t i on s o a s t o c a r r y o u t

t he i nt e nt of t he t e s t a t or .

The c ha nc e l l or f ur t h e r a ppoi n t e d Ronni e Si ms , a r e gi s t e r e d

l a n d s u r ve yor , a s Spe c i a l M s t e r t o pr e pa r e a nd r e por t t o t he c o u r t a

me t e s a nd bounds de s c r i pt i ons of t he t r act s de vi s e d t o Bonn i e

Ch a nc e , Roy Pa r r ot t , W E. Pa r r ot t a nd W nda Pa r r ot t . . a M . Si ms d i d r

s o a n d ma de a r e p o r t t o t he c our t . The c our t c onc ur r e d i n t h e

f i ndi ng of t he Spe c i a l M st er . a A c opy of t he Spe c i a l M st er ' s a

r e p o r t i s a t t a c he d he r e t o a s Appe ndi x A.

Un de r s e c t i on I I I A o f t he wi l l , t h e t e s t a t or ma ke s a s pe c i f i c

be que s t of l a nd t o Bonni e Cha nc e , i nc l udi ng " a t we nt y- f i ve f o o t

r i g h t o f wa y on a nd ove r t he l a nd l e a di ng t o Ha s ke l La Fol l e t t e . "

I n I I I B, a s pe c i f i c be que s t of l a nd wa s ma de t o a s on, Roy Pa r r ot t .

The p a r a gr a ph ma ki ng t he be que s t t o Roy Pa r r ot t , de s c r i be d t he l a n d

" a s s e t f or t h a s Tr a c t 1 on t he pl a t pr e pa r e d by Cl a ude Sut t on t h a t

i s h e r e b y a t t a c he d t o t hi s my l a s t wi l l . . . " Li ke wi s e be que s t s

unde r I I I C, a nd D we r e ma de t o W. E. Pa r r ot t a nd W nda Pa r r o t t a

whi c h r e f e r r e d t o t he pl a t of Cl a ude Sut t on a s t r act s 2 a nd 3

r e s p e c t i ve l y. Se c t i on I I I E ga ve t o Be t t y J e a n Pa r r ot t La t ha m " t h e ,

r e ma i n d e r of Tr a c t s 1, 2, a nd 4 of r e a l pr ope r t y t ha t a r e mo r e

p a r t i c u l a r l y d e s c r i be d i n W r r a nt y de e d of Re c or d da t e d J a nua r y 1 5 , a

1960, a s r e c or de d i n t he Re gi s t e r ' s of f i c e of Se vi e r Count y, in

5 W r r a n t y De e d Book 131, a pa ge 537, t o whi c h r e f e r e nc e i s he r e b y

ma de , a c opy o f whi c h i s a t t a c he d. "

Pa r a gr a ph I V of t he wi l l pr ovi de d a s f ol l ows :

I t i s my f ur t he r wi l l a nd de s i r e t ha t t he r i ght - of - wa y t ha t i s de s c r i be d on t he pl a t of Cl a ude W Sut t on, . t h a t i s h e r e by a t t a c he d, s ha l l be i nc r e a s e d by t we n t y - f i ve f e e t i n wi dt h a nd c ont i nue on a nd ove r t he l a nds d e vi s e d a nd be que a t he d t o my da ught e r , Be t t y J e a n Pa r r ot t La t ha m, a nd t he c os t s of t he r i ght of wa y s ha l l be bor n [ s i c ] a t t he e xpe ns e of my c hi l dr e n, Roy Pa r r ot t , W E. . Pa r r ot t , W nda Pa r r ot t Pa t t e r s on a nd Be t t y J e a n La t ha m. 1 a

The e xpe r t t e s t i mony f r om qua l i f i e d l a nd s ur ve yo r s wa s

c o n f l i c t i ng. M. r Si m , s who wa s s u bs e que nt l y a ppoi nt e d Spe c i a l

M s t e r t e s t i f i e d a t t he t r i a l a s f ol l ows : a

Q.

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In Re: Estate of Carl Parrott Wanda P. Patterson v. Jerry K Galyon - Concurring, (Tenn. Ct. App. 1997).

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