Jones v. Walter

436 S.W.2d 130, 12 Tex. Sup. Ct. J. 161, 1968 Tex. LEXIS 317
CourtTexas Supreme Court
DecidedDecember 31, 1968
DocketB-670
StatusPublished
Cited by8 cases

This text of 436 S.W.2d 130 (Jones v. Walter) is published on Counsel Stack Legal Research, covering Texas Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Jones v. Walter, 436 S.W.2d 130, 12 Tex. Sup. Ct. J. 161, 1968 Tex. LEXIS 317 (Tex. 1968).

Opinions

GRIFFIN, Justice.

Petitioner Leslie E. Jones brought this suit against Betty Jeanne Ries and Robert E. Jones, his children by his former wife, Helen W. Jones, now deceased, and against Paul C. Walter and G. R. Lemaster, independent executors of the estate of Genevieve G. Boisdorf. The suit is for the declaratory judgment and the construction of the will of H. J. Boisdorf, deceased, to determine the nature of the interest acquired by his niece, Helen W. Jones The case was tried to the trial court upon stipulation of facts. The stipulation shows that H. J. Boisdorf died on January 9, 1959, leaving the will, construction of which is sought in this suit. This will was duly probated.

Helen W. Jones, niece of H. J. Boisdorf, and who is mentioned as a possible beneficiary in Boisdorf’s will, died November 19, 1959, and her duly probated will left substantially all of her estate to her husband, Leslie E. Jones, the petitioner herein. Genevieve G. Boisdorf, wife of H. J. Boisdorf, died June 12, 1965.

The trial court rendered judgment construing H. J. Boisdorf’s will to vest a contingent remainder interest in Helen W. Jones which did not vest until the death of Genevieve Boisdorf. Helen W. Jones having predeceased Genevieve, the trial court held that the portion of H. J. Bois-dorf’s estate which Helen would have received passed to and vested in Helen’s heirs under the laws of descent and distribution and did not pass under Helen’s will. The Court of Civil Appeals affirmed. 423 S.W. 2d 180.

We affirm the judgments of both courts below.

The provisions of H. J. Boisdorf’s will material to this litigation are as follows:

“THIRD: I give, devise and bequeath to my beloved wife, Genevieve G. Bois-dorf, all of the propert}r which I may die seized of, community and separate, real, personal or mixed, and wherever situated, with full right and title thereto and to possess each, all and every power to convey, transfer and dispose of said property in any manner desired by her. For purpose of clarification, my estate shall be deemed to consist of one-half (1/2) of all property held or owned in my name or in the name of my wife, Genevieve G. Boisdorf, or jointly with Genevieve G. Boisdorf.
“FOURTH: If the said Genevieve G. Boisdorf be deceased when this will is offered for probate and upon her death, if any property be remaining, it is my
[132]*132will and desire, and I do hereby give, devise and bequeath all of my property, real, personal and mixed, as follows:
“(a) To Paul C. Walters, Leona W. Shubert, Helen W. Jones, Katherine W. Lawson, Marie W. Bruner and Gertrude Hoffman Walter (the first 5 named being children of my deceased sister, Anna B. Walter, the said Gertrude Hoffman Walter being the surviving wife of a deceased son of Anna B. Walter) share and share alike, an undivided %2nds of my estate, including all real estate and personal property. It is intended that the six devisees and legatees named herein shall, as a group, receive an undivided %2nds of my estate.”
[Then follow paragraph (b) through (h), making devises to various persons in varying amounts.]
“If any legatee or devisee named in subdivision (a) to (h), inclusive, be deceased, then the bequest or devise shall not lapse, but such interest shall be vested in the heirs of such decedent in accordance with the laws of descent and distribution.
“FIFTH: In order to prevent difficulties after my death and after the death of my wife, Genevieve G. Boisdorf, and although I have heretofore provided in this will that if the said Genevieve G. Boisdorf be living, then all of my property shall be vested in her and there shall be no restraint whatever on her free use and disposition of same, it is intended, and I direct that after the death of the said Genevieve G. Boisdorf, then if any property be remaining in the hands of the said Genevieve G. Boisdorf at the time of her death, one-half of such property shall pass to and be thereafter vested in the legatees and devisees hereinbefore listed in sub-section (a) to (h), inclusive, of paragraph 4 hereof. The other one-half of such property so remaining on hand at the time of her death shall go in accordance with the provisions of the separate will of the said Genevieve G. Boisdorf. This provision, however, shall never be construed to interfere in any manner with the free and unhampered right of the said Genevieve G. Boisdorf to handle all of the property of my estate during her lifetime in any manner by her desired.” (Emphasis added.)

We agree with petitioner that the power of disposition conferred by the will upon Genevieve G. Boisdorf did not prevent the vesting of an estate in Helen W. Jones upon the death of H. J. Boisdorf. Capíes v. Ward, 107 Tex. 341, 179 S.W. 856; Reilly v. Huff, Tex.Civ.App., 335 S.W.2d 275 (no writ); Restatement, Property § 157. It is our opinion, however, that the case does not turn upon whether the interest of Helen W. Jones was vested or contingent during her lifetime. The last sentence of Paragraph Fourth of the will reads as follows:

“If any legatee or devisee named in subdivision (a) to (h), inclusive, be deceased, then the bequest or devise shall not lapse, but such interest shall be vested in the heirs of such decedent in accordance with the laws of descent and distribution.”

The controlling question is whether this refers only to the death of a legatee or devisee prior to the death of the testator or whether it was also intended to deal with the situation that would arise if a legatee or devisee died after the testator but before the death of Genevieve G. Boisdorf. In determining that question, we must be governed by the intention of the testator as disclosed by the language of the will when read in the light of the circumstances surrounding its execution. Regardless of whether the law would treat the interest of Helen W. Jones as vested or contingent, it is clear from a reading of the will, and particularly the italicized language quoted above, that the testator thought that he was giving full title to his wife and that his will would operate at the time of her death to pass title to any property then remaining [133]*133to the beneficiaries named in Paragraph Fourth.

It should also be noted that Paragraph Fourth deals with the devolution of title in the event either of two contingencies should occur: (1) the death of Genevieve G. Boisdorf before the will was offered for probate; and (2) the death of Genevieve G. Boisdorf after the will was offered for probate. The concluding sentence of the paragraph must be read in this context and in the light of the testator’s plainly expressed idea that his widow would have full title during her lifetime and that his will would operate at the time of her death on the title to any property then remaining on hand. When so considered, it is our opinion that the sentence was intended to deal, as the entire paragraph does, with two different contingencies, and to pass title to the heirs in the event any legatee or devisee was deceased: (a) when the will was offered for probate if Genevieve G. Boisdorf was then deceased, or (b) at the death of Genevieve G. Boisdorf if she died after the will was offered for probate.

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Jones v. Walter
436 S.W.2d 130 (Texas Supreme Court, 1968)

Cite This Page — Counsel Stack

Bluebook (online)
436 S.W.2d 130, 12 Tex. Sup. Ct. J. 161, 1968 Tex. LEXIS 317, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jones-v-walter-tex-1968.