Johnson v. Goldstein

215 S.W. 840, 1919 Tex. App. LEXIS 1068
CourtTexas Commission of Appeals
DecidedNovember 12, 1919
DocketNo. 74-2837
StatusPublished
Cited by12 cases

This text of 215 S.W. 840 (Johnson v. Goldstein) is published on Counsel Stack Legal Research, covering Texas Commission of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Johnson v. Goldstein, 215 S.W. 840, 1919 Tex. App. LEXIS 1068 (Tex. Super. Ct. 1919).

Opinion

McCLENDON, j. I. a.

Goldstein and another, as plaintiffs, brought this suit against William Johnson and another, as defendants, in trespass to try title, to recover ten acres of land in the city of Waco. Plaintiffs’ title was acquired by purchase at sheriff’s sale under execution upon a judgment in favor of plaintiffs against Peter McClelland, Jr., whose interest in the property was acquired under item 9 of the will of Mrs. Joanna Mc-Clelland, deceased. The defendants in the case are John K. Rose, trustee under said will, and W. E. Johnson, tenant in possession under Rose, trustee. Peter McClelland, Jr., was not a party to the suit. The controlling question in the case, which was decided in favor of plaintiffs by the trial court and Court of Civil Appeals, Third District (173 S. W. 458) is whether under the will of Joanna McClelland Peter McClelland, Jr., acquired a life estate in the property in question, or merely a right to live upon the property during his natural life.

The portions of the will bearing upon the question at issue follow:

“Item 8th. I give and bequeath to my beloved stepson, all my household goods, silver plate, dishes, pictures, books, carriage, and horses and cattle used and enjoyed by me in and upon my homestead.
“Item 9th. I further give and bequeath to my said beloved stepson, Peter McClelland, my homestead place to be used and enjoyed by him as a home to li^e at for and during his natural life, he to keep the taxes and insurance paid thereon and make all needful repairs, and remainder over upon his death to the issues of his body born in lawful' wedlock. In default of such issue then the same shall revert to my general estate disposed of as hereinafter provided.
“Item 10th. I hold divers and sundry notes and judgments against my said stepson, Peter McClelland, which notes I paid off as security to protect him and which judgments I paid off to further protect Him, which I desire my executor to cancel and surrender to him on my death, amounting to about $35,000.00 at this time.” ,

By item 11 she bequeaths “all the residue” of her estate to Jno. K; Rose, as trustee, during the life of Peter, the net revenue tnere-[841]*841from, with the exception of a 10 per cent, contingent fund, to be paid to Peter as it accrues, with remainder over, after the death of Peter, to the “issue of his body.”

Item 12 provides that upon failure of issue of the body of Peter, the remainder of the estate is bequeathed to the city of Waco for certain charitable purposes. It might be added that items 4, 5, 6, and 7 of the will make certain money bequests, aggregating $8,600:

It may be conceded at the outset that if item 9 of the will stood alone its effect would be to pass a life estate to Peter McClelland, Jr., which would be subject to execution for his debts, and that any attempt by the testator to place restrictions thereon inconsistent with a life estate would be void. The only exception we have found to this latter rule in Texas is in the case of a married woman. Simonton v. White, 93 Tex. 57, 53 S. W. 339, 77 Am. St. Rep. 824.

Our inquiry is therefore directed to the question whether it was the intention of the testator, as expressed in the will, to give a life estate to Peter, or merely a right of occupancy as a home during his life. In construing a will, the main object is 'to ascertain the intention of the testator. This rule applies in the construction of every other character of written instrument. There is, however, more latitude allowed in the construction of wills than in other written documents, in respect to the informality in which the testator may have expressed his intention. The main scheme or plan of the testator is always regarded as a safe criterion in arriving at his purpose. And it may be said that the application of the rule to accord a technical meaning to technical words is relaxed in the construction of wills to a greater extent than in construing other documents. The general rules of construction of written documents are also applied to wills, namely, that the entire will must be construed as a whole, effect given to all its language, and harmonized where possible, and that parole testimony may be resorted to for the purpose of showing the circumstances attending the transactions, the particular situation, of the parties, and the state of the thing devised. These rules have been frequently applied in Texas in the construction of wills and other written instruments. We quote the following from Hawes v. Foote, 64 Tex. 27:

“ ‘There is no more clearly established rule of construction, as applicable to wills, than that words, or clauses of sentences, or even whole paragraphs, may be transposed to any extent, with a view to show the intention of the testator. Pond v. Bergh, 10 Paige [N. Y.] 140. Words and limitations may be transposed, supplied, or rejected. But it must appear, either from the words of the will, or extrinsic proof, admissible in aid of the words, that the transposition does really bring out the true intent of the testator, and thus render what was before obscure, clear.’ 1 Bedf. on Wills (4th Ed.) p. 432.
“ ‘A technical construction of words and phrases, although prima facie the one which should prevail, will not be carried to the extent of defeating any obvious general intention of the testator.’ 1 Bedf. on Wills (4th Ed.) top p. 436.
“The same author says there is no doubt that a particular construction of words, although somewhat variant from their more natural and obvious import, may be strengthened by reference to extraneous circumstances. 1 Bedf. on Wills (4th Ed.) top p. 431. It is sáid in Cur-rie v. Murphy, 35 Miss. 473, that ‘such facts are always admissible in aid of the construction of wills, to the extent of explaining doubts, or removing uncertainties, when with that aid the intent is dear’ — citing [Goodhue v. Clark] 37 N. H. 525; [Travis v. Morrison] 28 Ala. 494; [Succession of Thorame] 12 La. Ann. 384; 4 Buss. 532, note; 12 Price, 213 ; [Edens v. Williams Ex’r] 3 Murphy [7 N. C.] 27.”

In Weller v. Weller, 22 Tex. Civ. App. 250, 54 S. W. 654, the court says:

“Bearing in mind that the supreme rule of construction of wills is the ascertainment of the intentions of the testator, and to this end we should consider the condition of his estate at the time of making his will, the circumstances under which it was made, and the primary object of the testator in executing the instrument, and for this purpose technical words and terms in conflict with the evident intention of the testator may be disregarded.”

The principle that in construing the language of a written instrument susceptible of different constructions courts will consider the circumstances attending the transaction, the situation of the parties, the purposes to be accomplished, and the state of the thing granted, for the purpose of ascertaining the true intent, was recently applied by, this section of the commission in the construction of deeds, and some of the cases upon that subject were reviewed. Stevens v. Bailway Co., 212 S. W. 639.

In Wood v. McClelland, 53 S. W. 381, in which the Supreme Court denied a writ of error, the will of Joanna McClelland was construed as creating a spendthrift’s trust.

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Bluebook (online)
215 S.W. 840, 1919 Tex. App. LEXIS 1068, Counsel Stack Legal Research, https://law.counselstack.com/opinion/johnson-v-goldstein-texcommnapp-1919.