Matter of Estate of Baxter

1990 OK CIV APP 52, 798 P.2d 644, 61 O.B.A.J. 2640, 1990 Okla. Civ. App. LEXIS 67, 1990 WL 149741
CourtCourt of Civil Appeals of Oklahoma
DecidedJune 19, 1990
Docket72276, 72288
StatusPublished
Cited by7 cases

This text of 1990 OK CIV APP 52 (Matter of Estate of Baxter) is published on Counsel Stack Legal Research, covering Court of Civil Appeals of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Matter of Estate of Baxter, 1990 OK CIV APP 52, 798 P.2d 644, 61 O.B.A.J. 2640, 1990 Okla. Civ. App. LEXIS 67, 1990 WL 149741 (Okla. Ct. App. 1990).

Opinion

MEMORANDUM OPINION

HUNTER, Vice Chief Judge:

This is an appeal from an order determining the heirs under the Last Will and Testament of Carl Leicester Baxter, Deceased (Testator) and appointment of the personal representative of the estate.

Testator and Marybell Baxter (Marybell) were married on April 10, 1954. At the time of their marriage, Marybell was the mother of two children, Charlene Sue Holden (Charlene) and Jimmy Carl Baxter (Jimmy). The Testator formally adopted Charlene and Jimmy on June 10, 1955. Testator and Marybell were divorced on July 18, 1955. Pursuant to the divorce decree, Testator relinquished all rights to the children and Marybell was ordered to “re-adopt” the children. In accordance with the decree, Marybell “re-adopted” the *646 children on July 26, 1957, with each child’s written consent.

Testator subsequently married Ann Louise Baxter (Ann), who was the mother of a son by a previous marriage, Michael Charles Davis (Michael), Appellee herein.

On August 18, 1960, Testator executed his Last Will and Testament. Under the terms of the will, Testator bequeathed his entire estate to Ann. Testator expressly declared his intention to exclude any and all of his children, whether natural or adopted, and stated that should any child attempt to inherit under the will, that child should receive $1.00. Testator further declared that in case of a common disaster to him and Ann, his entire estate should pass to Michael. The will nominated no executor and contained no residuary clause.

Ann died on July 8, 1982 and Testator died on May 31, 1988. Michael filed a petition to admit the will to probate, requested that he be appointed as personal representative of the estate and that the court determine the identities of Testator’s heirs. Testator’s heirs at law were determined to be Charlene, Jimmy, Michael, a half-sister, Mary Etta Clark (Mary) and a half-brother, Harold Shuck (Harold).

Jimmy and Charlene filed an objection to Michael’s appointment as personal representative. Jimmy and Charlene alleged that the bequest to Ann lapsed, and that the bequest to Michael was a contingent bequest which failed. Jimmy and Charlene alleged that they are the Testator’s sole heirs at law and requested that Jimmy be appointed personal representative.

Mary and Harold filed an objection to the appointment of Michael, Jimmy or Charlene as personal representative of the estate. Mary and Harold alleged that the bequest to Ann lapsed, that the contingent bequest to Michael failed and that Jimmy and Charlene were disinherited by the terms of the will. Mary and Harold alleged that they are the Testator’s heirs and requested that Mary be appointed as personal representative of the estate.

The will was admitted to probate on July 11, 1988 and appointment of a personal representative was deferred for hearing. Upon hearing, the trial court entered an order finding Michael was the sole heir under the terms of the will and appointed Michael personal representative of the estate. Mary and Harold appealed as did Jimmy and Charlene. Both appeals were consolidated for our consideration.

Actions concerning will construction are equitable in nature and on appeal, this Court will examine the entire record and weigh the evidence, and the trial court’s findings and judgment will not be disturbed unless clearly against the weight of the evidence. Matter of Estate of Doan, 727 P.2d 574 (Okl.1986).

The cardinal rule for construction of wills is to ascertain the intent of the testator and to give effect thereto unless such intent happens to effect that which the law forbids. Matter of Estate of Smith v. Williams, 674 P.2d 17 (Okl.1983).

The trial court determined from the four corners of the will that it was the Testator’s intent to leave his entire estate to Michael, even though the will was poorly drafted, since Michael was the only individual specifically named in the will. The court determined that the Testator intended to disinherit Jimmy and Charlene and that there was no intent shown in the will to devise the estate to Mary or Harold.

Since Ann predeceased Testator by nearly six years, the bequest to Ann of the entire estate lapsed pursuant to 84 O.S. 1981, § 177, which provides:

If a devisee or legatee dies during the lifetime of the testator, the testamentary disposition to him fails, unless an intention appears to substitute some other in his place, except as provided in Section 8922.

Section 8922 was subsequently renumbered as 84 O.S.1981, § 142, which provides:

When any estate is devised or bequeathed to any child or other relation of the testator, and the devisee or legatee dies before the testator, leaving lineal descendants, such descendants take the estate so given by the will, in the same manner as the devisee or legatee would have done had he survived the testator.

The rule in Oklahoma is clear that when a devise of all property to a single devisee *647 fails, the residuary estate goes to the testator’s heirs by intestacy. Dean v. Moore, 380 P.2d 934 (Okl.1962). Absence of a residuary clause seems to manifest Testator’s intent for the property to pass intestate since he named Ann as his sole beneficiary, for a testator is presumed to have known the law in effect at the time of the execution of his will. Hein v. Hein, 431 P.2d 316 (Okl.1967). Thus, unless the words “other relation” under Section 142 can be construed to include a decedent’s spouse, the testamentary disposition to Ann’s heirs lapses and Michael cannot take under the terms of the will.

In In re Estate of Prather, 527 P.2d 211 (Okl.App. 1974), we addressed this very question in a similar case construing a will without a residuary clause and held that the term “other relation” as used in Section 142 does not include the spouse of the testator or testatrix, but includes only blood relatives of the decedent. In Prather, we noted that if the legislature had intended a spouse to be considered as an “other relation”, it would have inserted that term in the statute as it did the term, “children”.

Based on our holding in Prather, the testamentary disposition to Ann lapsed pursuant to Sections 142 and 177, and Michael is unable to take under the will through his mother.

Furthermore, Testator’s bequest to Michael, conditioned upon Testator and Ann dying in a common disaster, failed upon Ann’s death in 1982. 84 O.S.1981, § 179. Michael contends that regardless of the fact that the bequest failed, the will evinces the Testator’s intent that he be the sole beneficiary because Michael was the only heir specifically mentioned in the will. He contends that since the Testator’s intent is the primary concern in interpretation of a will, the trial court correctly determined that he was the sole beneficiary because the four corners of the will clearly showed the Testator’s intent to devise his entire estate to Michael.

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1990 OK CIV APP 52, 798 P.2d 644, 61 O.B.A.J. 2640, 1990 Okla. Civ. App. LEXIS 67, 1990 WL 149741, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-estate-of-baxter-oklacivapp-1990.