Kelly v. Estate of Johnson

788 N.E.2d 933, 2003 Ind. App. LEXIS 898, 2003 WL 21234939
CourtIndiana Court of Appeals
DecidedMay 29, 2003
Docket82A01-0208-CV-305
StatusPublished
Cited by12 cases

This text of 788 N.E.2d 933 (Kelly v. Estate of Johnson) is published on Counsel Stack Legal Research, covering Indiana Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Kelly v. Estate of Johnson, 788 N.E.2d 933, 2003 Ind. App. LEXIS 898, 2003 WL 21234939 (Ind. Ct. App. 2003).

Opinion

OPINION

MATTINGLY-MAY, Judge.

Oneida Kelly appeals the trial court's interpretation of the will of her brother, Jimmie A. Johnson. On appeal, Kelly raises one issue: Whether the trial court erred when it interpreted "all the remaining living room furniture" to mean "everything in the living room including everything on the walls and everything placed on a flat surface." We reverse and remand with instructions. 1

FACTS AND PROCEDURAL HISTORY

Johnson executed his last will and testament on July 283, 1996. Part II of that will provided for the following disposition of personal property:

a. I will, devise and bequeath my antiques to ONEIDA KELLY, of Clen-wood, Arkansas, which antiques are found in the dining room, my two (2) bedrooms, my porch, my bathroom, my hallway, the wooden horse in the living room, three (8) Russian Icons of her choice, all antique dolls, all antique light fixtures and all of the rest of my personal property not otherwise mentioned. It is my wish and desire that ONEIDA KELLY provide care, maintenance and sustenance for Gladys F. Beatty while [sic] so long as she lives.
b. I will, devise and bequeath all of my kitchen utensils and the contents of my kitchen to ROBIN O'NEILL, of Evansville, Indiana.
c. I will, devise and bequeath to ZELDA RATLIFF, of Madisonville, Kentucky, my Chardon Jean painting on porcelain and a painting of a lady with a little girl on my credenza in the dining room.
d. I will, devise and bequeath to ESTER WALLAR, of Evansville, Indiana, all my St. Nicholas, Santa Claus and Christmas Decorations.
e. I will, devise and bequeath to ASHLEY HAY, of Glenwood, Arkansas any automobile that I own at the time of my demise.
f. I will, devise and bequeath to RALPH DIERLAM, of Iowa, all of the remaining living room furniture and all of the remaining Russian Icons after my sister, ONEIDA KELLY, chooses three (3) of the Russian Icons first.

(Appellant's App. at 16-17.)

Johnson died on August 24, 2000. Johnson's will was admitted to probate. During administration of the estate, Kelly and Dierlam began to dispute the proper interpretation of section f of Part II of the will. Dierlam believed that Johnson's devise to Dierlam of "all the remaining living room furniture" granted all the contents of the living room, after any other specific bequests had been removed, to Dierlam. Kelly, on the other hand, believed the bequest to Dierlam of "all the remaining living room furniture" granted Dierlam only large items such as chairs, tables, and desks, not paintings or other decorative items placed on tables, shelves, or desks. According to Kelly, all of the paintings and other decorative items belong to her because subsection a gives her "all the rest of [Johnson's] personal property not otherwise mentioned." (Id. at 16.)

After a hearing, the court entered a "Memorandum of Decision" in which it determined that "all the remaining living room furniture" meant "everything in the *935 living room including everything on the walls and everything placed on a flat surface." (Id. at 10-11.) In other words, the trial court interpreted the will in favor of Dierlam, giving him all the remaining contents of the living room. Thereafter, the court made a formal entry of its decision. Kelly petitioned the trial court to permit interlocutory appeal. The trial court granted her request. Kelly petitioned this court to accept interlocutory jurisdiction, which we granted. 2

DISCUSSION AND DECISION

Kelly asks that we review the trial court's interpretation of "all the remaining living room furniture." The interpretation, legal effect, or construction of a will is a question we determine as a matter of law. In re Estate of Meyer, 668 N.E.2d 263, 265 (Ind.Ct.App.1996), reh'g denied, trans. denied. - Consequently, we give no deference to the trial court's decision and review the question de novo 3 Bader v. Johnson, 732 N.E.2d 1212, 1216 (Ind.2000) ("where the issue presented on appeal is a pure question of law, we review the matter de novo").

We may not construe a will unless an ambiguity exists in the will. In re Estate of Grimm, 705 N.E.2d 483, 498 (Ind.Ct.App.1999), reh'g denied, trans. denied. In the absence of an ambiguity, we must enforce "the express language of the will." Id. Before construing ambiguous language in a will, "we must first determine whether the testator's intent is clearly articulated in other provisions of the will." Id.

In the context of contract interpretation, we have stated "A contract term is not ambiguous merely because the parties disagree about the term's meaning." Roy 4. Miller & Sons, Inc. v. Industrial Hardwoods Corp., 775 N.E.2d 1168, 1173 (Ind.Ct.App.2002). Rather, language is ambiguous only if reasonable people could come to different conclusions about its meaning. Id. We apply the same standard here to determine whether the language in the will is ambiguous.

When construing the language of a will, our primary objective is to determine the intent of the testator. Id. To determine his intent, we look at the language used within the four corners of the instrument. Id. We presume the testator used words in their "common and ordinary sense and meaning." Meyer, 668 N.E.2d at 265. In addition, while previous decisions may help guide our interpretation of language, the meaning of language in any will is determined by the facts particular to that will. Grimm, 705 N.E.2d at 498.

At issue is the meaning of the word "furniture." Each party cites numerous sources, including dictionaries, case law, and the opinion of an auctioneer/appraiser, to support his or her version of the meaning of furniture. Much to our surprise, there is in fact a wide divergence in the meaning given to "furniture" across sources. Interestingly, it appears that the definition of the term has, to some extent, changed over time.

Older sources tend to interpret furniture as all the items in a room, including china, lamps, paintings, and candlesticks. For example, Black's Law Dictionary defines furniture as:

that which furnishes, or with which anything is furnished.or supplied; whatever *936 must be supplied to a house, a room, or the like, to make it habitable, convenient, or agreeable; goods, vessels, utensils and other appendages, necessary or convenient for housekeeping; whatever is added to the interior of a house or apartment, for use or convenience.

Black's Law Dictionary 804 (4th ed. rev. 1968) (citing Bell's Adm'x v. Golding, 27 Ind. 173, 1866 WL 2544 (1866)). In addition, prior to 1958, almost all of the jurisdictions that had considered the definition of furniture had settled upon this broad definition.

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