In Re the Estate of Milam

181 S.W.3d 344, 2005 Tenn. App. LEXIS 203, 2005 WL 780172
CourtCourt of Appeals of Tennessee
DecidedApril 7, 2005
DocketW2003-03061-COA-R3-CV
StatusPublished
Cited by21 cases

This text of 181 S.W.3d 344 (In Re the Estate of Milam) 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
In Re the Estate of Milam, 181 S.W.3d 344, 2005 Tenn. App. LEXIS 203, 2005 WL 780172 (Tenn. Ct. App. 2005).

Opinion

OPINION

ALAN E. HIGHERS, J.,

delivered the opinion of the court,

in which W. FRANK CRAWFORD, P.J., W.S., and DAVID R. FARMER, J., joined.

This appeal involves the construction of a holographic will. Following the decedent’s death, two documents in her own handwriting were found among her papers which the probate court admitted as her holographic will. The will contained devises of real and personal property to named individuals and charities. At her death, however, the decedent owned property in excess of the devises made in her will. The executor filed three separate petitions to construe the decedent’s will. The children of the decedent’s sister argued that the decedent died intestate as to the excess personal property and her personal residence, which the decedent did not specifically devise in her will. The probate court held that the decedent’s will contained a residuary clause, therefore, all of the decedent’s remaining assets passed through the residuary clause to the individuals and charities named in her will on a pro rata basis. In addition, the probate court held that the decedent died intestate as to her residence, which passed to her sister’s children by intestate succession. We affirm in part, reverse in part, and remand this case to the probate court for further proceedings consistent with this opinion.

I.

Factual Background and Procedural History

On February 17, 2003, Frances Elizabeth Milam (“Decedent”) died a resident of Shelby County, Tennessee. Decedent never married and never had any children. She is survived by her niece and nephews: Wendell E. Sweetser, Jr., Kenneth M. Sweetser, Mark L. Sweetser, David M. Sweetser, and Janet Sweetser Rumford (hereinafter referred to as the “Sweetser Children” or “Appellants”). The Sweetser Children are the offspring of Decedent’s sister, Doris Milam Sweetser (“Sister”). Decedent’s mother, Annie Milam (“Mother”), died on July 4, 1987. Decedent and Sister were the only children of Mother, and Sister predeceased Mother and Decedent.

Found among the Decedent’s personal papers at her death were two documents in her own handwriting. 1 The first document, dated July 14, 2002, consists of five handwritten pages and provides, in relevant part, as follows:

This is my will written in my handwriting. July 14, 2002.
*348 I appoint Harvey Herring ... to carry out the provisions of this will as Administrator or Executor....
I want the five children of my sister, Doris Milam Sweetser, to have my half ownership of the two lots of land which I inherited from Annie B. Milam at her death July 4, 1987.... Each child should get one fifth of my one half ownership of the lots.... I want to give William C. Olgivie, Rosemont Street, Memphis, the lot I have owned at the end of Rosemont Street, namely lot 53 Rainbow S/D, Rosemont Street, Memphis, TN 38116....
[[Image here]]
I want to give to: ... Wendell E. Sweetser $25,000.00
Kenneth M. Sweetser $25,000.00
Mark Sweetser $25,000.00
David Sweetser $30,000.00
Janet Sweetser Rumford $20,000.00
[[Image here]]
Re Will Frances E. Milam
I do not have sufficient time this date to complete my will with complete information and figures, I will work on it again soon. At this time I do not have complete figures on assets on hand, investment values etc. I do not know the expenses of settling my estate, taxes involved etc. I will complete the will with as accurate information and figures as possible. I have made an educated start this date.
7-14-2002
/s/ Frances E. Milam
If I do not have sufficient funds to give each person the amounts I listed, the amounts as corrected can be adjusted up or down by considering each part a percentage of the entre total estate available after expenses of settling. FEM

The second document, dated November 9, 2002, consisted of one page providing, in relevant part, as follows:

Notes for my Will as of November 9, 2002 /s/ Frances E. Milam
I do not want any church, and “All Believers” especially, to buy or be given any part of my property — My House, or any part of the land at 839 Eugene, and lot 53 Rosemont, since they disregarded my right to use the driveway to Auburn or Craft Avenue. I do not want any of my assets-money property, personal items etc. to be divided, or given, to any of my relatives that are not named in my will....

The first document also purported to devise to various individuals and charities, including the above cited devises to the Sweetser Children, certain sums of money collectively totaling $264,000.00. At her death, Decedent’s estate, excluding her real estate and annuities, was valued at $742,895.94. Decedent also owned several annuities worth $350,793.00 which named the Sweetser Children as joint beneficiaries. In addition, Decedent owned the following parcels of real property: her residence located at 839 Eugene Street, in Memphis, Tennessee, where she resided at her death; a one-half interest in Lots number four (4) and five (5) on The Brick Road 2 in Sanford, Florida; and Lot 53 on *349 Rosemont Street 3 in Memphis, Tennessee, in the Rainbow Subdivision. The total value of Decedent’s estate, as evidenced by the federal estate tax return, equaled $1,195,404.04.

On March 7, 2003, Mr. Harvey Herring (“Executor”) filed a petition in the Probate Court of Shelby County seeking to have the two holographic documents admitted into probate as the Last Will and Testament of the Decedent. Executor submitted the July 14, 2002, document as Decedent’s holographic will and the November 9, 2004, document as a codicil to Decedent’s holographic will. On March 7, 2003, the probate court entered an order admitting the holographic will and codicil into probate as the Last Will and Testament of the Decedent.

Due to the discrepancy between the amounts listed in the devises in the will and the value of the Decedent’s estate at her death, the Executor filed a petition to construe the Decedent’s will in the probate court. Specifically, Executor sought a construction of the following clause in the July 14, 2002, document:

If I do not have sufficient funds to give each person the amounts I listed, the amounts as corrected can be adjusted up or down by considering each part a percentage of the entire total estate available after expenses of settling.

The Executor asked the court to determine whether this clause constituted a residuary clause, and whether the word “person” referred to only the named individuals in the Decedent’s will or to all named individuals and charitable entities.

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Cite This Page — Counsel Stack

Bluebook (online)
181 S.W.3d 344, 2005 Tenn. App. LEXIS 203, 2005 WL 780172, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-milam-tennctapp-2005.