In re Estate of Stump

22 P.3d 161, 28 Kan. App. 2d 900, 2001 Kan. App. LEXIS 323
CourtCourt of Appeals of Kansas
DecidedApril 27, 2001
DocketNo. 85,214
StatusPublished

This text of 22 P.3d 161 (In re Estate of Stump) is published on Counsel Stack Legal Research, covering Court of Appeals of Kansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re Estate of Stump, 22 P.3d 161, 28 Kan. App. 2d 900, 2001 Kan. App. LEXIS 323 (kanctapp 2001).

Opinion

Lewis, J.:

This is a battle between the two adult daughters of Zeta Stump over the terms of her last will and testament. One daughter, Ona Mae Maydew, seeks to recover mileage for trips made from Topeka to Lebanon, Kansas, to visit her mother. Ona Mae’s claim is contested by her sister, Doris Lea Merritt. The trial court ruled in favor of the position advocated by Doris Lea, and Ona Mae appeals.

These cases are always unfortunate because of the damage they do to familial relationships. In this case, the only two children of Elmer and Zeta Stump are involved in a litigation which has become increasingly bitter over approximately $17,000. It is clear that, at times, money causes adversity in familial relationships.

Elmer and Zeta Stump resided near Lebanon. Elmer died on January 13, 1995, and after his death, Zeta continued to live at her [901]*901home with the help of her daughters. Ona Mae lived in Topeka, but made weekly trips from Topeka to Lebanon to assist with her mother’s care. As a rule, she would leave Topeka on Friday and return on Monday. On the other hand, Doris Lea, whose home was in Lebanon, lived within a mile of Zeta’s home and cared for her mother during the week.

It is quite obvious that Zeta wanted her daughters to be treated equally. In her last will and testament, she provided that Ona Mae should be reimbursed for mileage incurred for traveling to and from Topeka to stay with and take care of her. In January 1997, Zeta broke her hip. The ultimate result is that she was required to move into a nursing home in Downs, where she remained until her death in July 1999. During the period of time Zeta remained in the nursing facility, Doris Lea and Ona Mae continued to make weekly trips to visit with her. Ona Mae would stay in Zeta’s home and maintain it when she came back for visits.

The difficulties between the sisters arose out of the proper interpretation of paragraph Eighth of Zeta’s last will and testament:

“My daughters, Doris Lea Merritt and Ona Mae Maydew, have equally shared in the responsibility of taking care of me in my home and staying with me on a weekly basis since the death of my husband as this was my personal desire and I am eternally grateful to them both for the time and hardship it may have created in their personal lives. Neither daughter has been paid any compensation. However, I realize the expense and mileage Ona Mae Maydew bore in driving to and from Topeka, Kansas, and I direct that my Co-executors shall first reimburse her for this mileage at the IRS rate in existence at the time.”

Paragraph Ninth of the decedent’s last will and testament also has some bearing upon our decision herein, and it reads as follows:

“I nominate and appoint my daughters, Doris Lea Merritt and Ona Mae May-dew, as Co-executors of this my Last Will and Testament, without bond. I hereby direct that said Co-executors shall receive no compensation for serving as said Co-executors but that my daughter Ona Mae Maydew will be reimbursed for her mileage to and from Topeka, Kansas, at the IRS rate in existence at the time.” (Emphasis added.)

The will was duly admitted to probate, and Ona Mae and Doris Lea were appointed co-executors. Ona Mae then filed a petition for allowance and classification of demand, seeking reimbursement [902]*902of $29,334.99 for her mileage in traveling to and from her mother s home from January 8, 1995, until Zeta’s death.

Doris Lea opposed the claim, contending that Ona Mae should only be reimbursed for trips made to Lebanon while her mother was still living at home. Doris Lea had no objection to Ona Mae’s claim from January 8, 1995, up until January 2, 1997. It was on January 2, 1997, that Zeta was moved into the nursing home in Downs.

Doris Lea argued the will clearly and unambiguously provided reimbursement for Ona Mae only while she helped take care of and stayed with her mother while Zeta resided in her own home near Lebanon. The trial court agreed with Doris Lea and entered an order allowing reimbursement of $12,570.60 to Ona Mae for trips made to Zeta’s home while Zeta was still living there.

Ona Mae appeals the magistrate’s decision to the district court, which affirmed the magistrate’s decision. The trial court found the language of the will to be clear and unambiguous that Ona Mae was to be reimbursed for mileage expenses incurred only in taking care of and staying with Zeta while she resided in her own home. Accordingly, the trial court denied any reimbursement for trips made after Zeta was placed in the nursing home.

We note also that Ona Mae received reimbursement for mileage while acting as co-executor of the will, and Doris Lea did not object to this item of reimbursement.

This appeal is from the findings of the trial court set forth above.

IS PARAGRAPH EIGHTH OF THE DECEDENT’S WILL CLEAR AND UNAMBIGUOUS?

Perhaps the most important issue that we must determine on appeal is whether the provision of the decedent’s will regarding the payment of mileage was clear and unambiguous. If it was, we would affirm the trial court. If it was not, extrinsic evidence can be and should have been admitted, and we would reverse and remand.

The legal effect of a written instrument is a question of law for the court to decide. On appeal, a written instrument may be construed and its legal effect determined by the appellate court regardless of the construction made by the trial court. In re Estate [903]*903of Mildrexter, 25 Kan. App. 2d 834, 836, 971 P.2d 758, rev. denied 267 Kan. 888 (1999).

“Where a court is to determine the effect of a will, its first duty is to survey the instrument in its entirety and determine whether its language is so indefinite and uncertain as to require employment of rules and judicial construction. [Citation omitted.] The critical test in determining whether a will is ambiguous is whether tire intention of the testator can be gathered from the four corners of the instrument itself. If so, ambiguity does not exist. [Citation omitted.] Whether an instrument is ambiguous is a matter of law to be decided by the appellate court. [Citation omitted.] If the testator s intent can be ascertained, neither rules of construction nor extrinsic evidence should be allowed to vary the clear intent expressed on the face of tire instrument. [Citation omitted.]” 25 Kan. App. 2d at 836.

In considering a will, a court cannot begin by inferring a testator s intention and then construe the will to give effect to such intention, however probable it may be, nor can it rewrite the will in whole or in part to conform to such presumed intention. It is the duty of a court to construe, not to construct, a will. In re Estate of Sanders, 261 Kan. 176, 182, 929 P.2d 153 (1996).

We conclude that the terms used in paragraph Eighth of the decedent’s last will and testament are ambiguous, and we reverse the trial court’s decision to the contrary.

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Related

In Re Estate of Brecklein
637 P.2d 444 (Court of Appeals of Kansas, 1981)
McClary v. Harbaugh
646 P.2d 498 (Supreme Court of Kansas, 1982)
In Re the Estate of Sanders
929 P.2d 153 (Supreme Court of Kansas, 1996)
In Re the Estate of Mildrexter
971 P.2d 758 (Court of Appeals of Kansas, 1999)

Cite This Page — Counsel Stack

Bluebook (online)
22 P.3d 161, 28 Kan. App. 2d 900, 2001 Kan. App. LEXIS 323, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-stump-kanctapp-2001.