In the Estate of Craigen

305 S.W.3d 825, 2010 Tex. App. LEXIS 371, 2010 WL 183865
CourtCourt of Appeals of Texas
DecidedJanuary 21, 2010
Docket09-09-00285-CV
StatusPublished
Cited by4 cases

This text of 305 S.W.3d 825 (In the Estate of Craigen) 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
In the Estate of Craigen, 305 S.W.3d 825, 2010 Tex. App. LEXIS 371, 2010 WL 183865 (Tex. Ct. App. 2010).

Opinion

OPINION

HOLLIS HORTON, Justice.

We are asked to determine whether the trial court properly interpreted the dispo-sitory language in a holographic will. If the will is ambiguous, the applicable rules of will construction yield one result. If the will is unambiguous, the trial court was required to give effect to the express language of the will, and arguably should have reached a different result.

The trial court, in construing the testator’s intentions under the will, found “[t]hat it was the intent of the [tjestator to leave his entire estate to his surviving wife in full.” The trial court further found “[t]hat there was no intention to leave a life estate to her.” In a single issue on appeal, the testator’s adult children contend the testator intended to leave a life estate to his wife, and they argue that the remainder of the estate passed to them through the laws of descent and distribution. We find the will is ambiguous and hold that under the appropriate rules of will construction, the trial court properly construed the will. Accordingly, we affirm the judgment.

The Will

Dalton Edward Craigen left a holographic will that in its entirety stated: Last Will & testament Debbie gets everything till she dies.

Being of sound mind & this
is my w. last will & testament.
I leave to my Wife Daphne
Craigen all p. real & personal property.
12-17-99 Dalton Craigen

Contentions of the Parties

The parties stipulated “[tjhat Debbie and Daphne named in Dalton Craigen’s will are one and the same person.” Brian Craigen and Sabrina Brumley, Craigen’s adult children, argue that the testator’s intent under the will is “crystal clear — the testator left everything (all of his real and personal property, his definition of ‘everything’) to his wife for as long as she lived.” According to Brian and Sabrina, the dominant provision of the will (the first sentence) creates a life estate, and the will’s third sentence can be harmonized with the will’s first sentence by construing the third *827 sentence to define the property that Craig-en intended to include in his wife’s life estate. Brian and Sabrina ask that we render a judgment in their favor by holding that Daphne received only a life estate under Craigen’s will.

Daphne died on January 17, 2009. 1 Yvonne Christian, the independent admin-istratrix of Daphne’s estate, argues we should affirm the trial court’s judgment. According to Christian, the will is not ambiguous as it reflects Craigen’s intent to leave his entire estate to Daphne.

Rules of Construction

The rules involved in construing wills are well settled. “The primary object of inquiry in interpreting a will is determining the intent of the testator.” Gee v. Read, 606 S.W.2d 677, 680 (Tex.1980). “The [testator’s] intent must be drawn from the will, not the will from the intent.” Id. We ascertain intent from the language found within the four corners of the will. San Antonio Area Found. v. Lang, 35 S.W.3d 636, 639 (Tex.2000). “In construing the will, all its provisions should be looked to, for the purpose of ascertaining what the real intention of the [testator] was; and, if this can be ascertained from the language of the instrument, then any particular paragraph of the will which, considered alone, would indicate a contrary intent, must yield to the intention manifested by the whole instrument.” McMurmy v. Stanley, 69 Tex. 227, 6 S.W. 412, 413 (1887).

When a will has been drafted by a layperson who is not shown to be familiar with the technical meanings of certain words, courts do not place “ ‘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.’ ” Gilkey v. Chambers, 146 Tex. 355, 207 S.W.2d 70, 71 (1947) (quoting 69 C.J. Wills § 1120 (1934)). Instead, in arriving at the meaning intended by the layman-testator, courts refer to the popular meaning of the words the testator chose to use. Id. In summary, the testator’s intent, as gathered from the will as a whole, prevails against a technical meaning that might be given to certain words or phrases, unless the testator intended to use the word or phrase in the technical sense. Id.

With respect to the creation of a life estate, no particular words are needed to create a life estate, but the words used must clearly express the testator’s intent to create a life estate. Guilliams v. Koonsman, 154 Tex. 401, 279 S.W.2d 579, 582 (1955). A very strong presumption arises that when a person makes a will, the testator intended a complete disposition of his property. “[T]he very purpose of a will is to make such provisions that the testator will not die intestate.” Gilkey, 207 S.W.2d at 73. When faced with ambiguity, and in applying that presumption, courts generally interpret wills to avoid creating an intestacy. Id.

Texas law also favors the vesting of estates at the earliest possible period, and courts will not construe a remainder as contingent when it can reasonably be taken as vested. Trimble v. Fanner, 157 Tex. 533, 305 S.W.2d 157, 160 (1957). When a will provides that upon a certain contingency the estate given shall pass to another, “the law favors the first taker and will construe the words of the will to grant to the first taker the greatest estate which they, by a fair construction in harmony with the will as a whole, are capable of passing.” Darragh v. Barmore, 242 S.W. *828 714, 716 (Tex.Comm’n App.1922, judgm’t adopted); see also Singleton v. Donalson, 117 S.W.3d 516, 518 (Tex.App.-Beaumont 2003, pet. denied).

In reconciling different parts of a will, the Texas Supreme Court has explained:

Where, however, the language of one part of a will is not easily reconciled with that used in another, the principal and subordinate provisions should be construed in their due relation to each other, and the intent which is disclosed in the express clause ought to prevail over the language used in subsidiary provisions, unless modified or controlled by the latter. And a clearly expressed intention in one portion of the will will not yield to a doubtful construction in any other portion of the instrument.

Heller v. Heller, 114 Tex. 401, 269 S.W. 771, 774 (1925).

Analysis

A will is ambiguous if it is capable of more than one meaning. See El Paso Nat’l Bank v. Shriners Hosp.

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305 S.W.3d 825, 2010 Tex. App. LEXIS 371, 2010 WL 183865, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-the-estate-of-craigen-texapp-2010.