Miller v. Davis

146 S.W.2d 1006, 1940 Tex. App. LEXIS 1227
CourtCourt of Appeals of Texas
DecidedDecember 31, 1940
DocketNo. 2263.
StatusPublished
Cited by1 cases

This text of 146 S.W.2d 1006 (Miller v. Davis) 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
Miller v. Davis, 146 S.W.2d 1006, 1940 Tex. App. LEXIS 1227 (Tex. Ct. App. 1940).

Opinion

TIREY, Justice.

This suit was brought by the independent executors without bond of the last will and testament of Frank Neal Drane, deceased, to ascertain the judicial construction, under said will arid codicil, of their duties and obligations to the defendants Jake Miller, Mrs. Jennie 'E. Puckett, Cisco Dansby and Meritt Drane, beneficiaries under said last will and testament. The case was tried before the Court without a jury,' and from the judgment entered, Jake Miller and Meritt Drane have appealed.

Because of the questions involved, a comprehensive statement is necessary. Frank Neal Drane executed his last will and testament on March 5, 1938, and thereafter a codicil on May 12th. Same disposed of an estate of the approximate value of $800,-000. The will disclosed that the dominant purpose of the testator was to establish a charitable trust for the use and benefit of *1008 public charities specifically named in the will. He specified that it should be called “Navarro Community Foundation,” and that it should be administered by a self-perpetuating board of managing trustees and their successors. ■ The testator’s intention and purpose are perhaps better expressed in Item 7 of the will: “Item Seven. It is my desire, plan and purpose to achieve the formation of such Foundation while I yet live, and I am even now making progress in the execution of this long cherished purpose, which I earnestly desire to consummate during my lifetime. If, however, death should deprive me of the privilege of promulgating this Foundation, then it is my will and purpose that my Executors, as herein provided, shall give effect to my long cherished desire to devote and dedicate the residue of my estate to the purposes herein expressed, and themselves create such Foundation, either noncorporate or corporate.”

The will further provided: “The object and purpose of the creation of said Foundation, non-corporate or corporate, is that the net income and corpus, either or both, of the Foundation, after the discharge of liabilities for annuities or otherwise shall be used * * * ” exclusively for public charities specifically enumerated. Item 5 provided for annuities to the appellants and other beneficiaries, and tlie pertinent parts thereof are as follows:

“The Managing Trustees of the Foundation, whether non-corporate or corporate, with the funds and properties belonging to me and composing my estate, and which shall be transferred, set over, assigned and delivered to them, shall provide for and pay the following life annuities in the order named:
“(a) A life annuity to yield to my sister-in-law, Mrs. Jennie E. Puckett, $50.00 per month, and at her death to provide for the expenses of her last sickness and burial;
“(b) A life annuity to'yield my longtime employee at Arcady, Jake Miller, $50.-00 per month, if at my death, he is still in my employ and if he shall elect to continue in the employ of the Foundation, such payments to begin upon Jake’s becoming incapacitated for service, or if and when relieved from service by the Executors or Trustees, as the case may be, and such payments shall continue until his death;
“(c) A life annuity to yield $100.00 per month each, to my spouse, if in a remote contingency I should have one, and a nurse, if I should employ one on a permanent basis to attend and serve me during my remaining years and designate such nurse to receive such annuity, or within the discretion of the Trustees if I fail to so designate — conditioned, further, that such nurse shall remain continuously in my employ from the time of entering such service until my demise;
“(d) A life annuity to yield $100.00 per month to my brother, Meritt Drane;
“If, in any event, the amount reserved by my Executors out of my estate for the payment of the above-mentioned and named annuitants be insufficient to pay all of them in full, then I hope and pray that Executors and/or Trustees may make such payments out of the benevolent residue of my estate then in existence, under the provisions of its Articles of Association or Charter for strictly personal charity.
* * * * * * *
“The trustees will next pay in cash, or its equivalent, unto my son, Hugh Albert Drane, Sr., the sum of One Dollar ($1.00), and unto my grandson, Hugh Albert Drane, Jr., the sum of Twenty-five Hundred Dollars ($2,500.00) ; but if either or both of them shall predecease me, then the legacy to such predeceasing legatee shall ipso facto be canceled and reverted to my estate. In this connection I further direct that if either my son or my grand-son shall contest this Will, or undertake to prevent its being probated, or institute any action to annul the same, or contest the disposition of my property, or any part thereof, made hereunder; or if they, or either of them, should fail or refuse to restore back to me or to my estate, upon demand, the life insurance policies upon my own life and heretofore assigned by me, which are mentioned above, upon refund of premiums paid by them, or either of them, or Dorothy, then either one or all of such happenings or nonhappenings shall, in themselves, operate to and shall ipso facto forfeit as to both my son and grand-son the bequests herein given them, which' forfeited bequests shall be thrown back into the corpus of my estate and used for the purposes herein expressed.”

The codicil canceled sections (c) and (d) of Item 5 of the will. It provided for his spouse, if he had one, and a nurse attendant, if he employed one, substantially as the testator did in section (c), save and except it provided that the monthly pay *1009 ment to each should be in such sums and amounts as his executors in their sole discretion may determine. (He did not leave a.spouse.) The codicil further provided: “Now, with particular reference to my brother, Meritt Drane, it is my will, and Í do hereby direct that 'my executors shall pay to him during the term of his life a monthly stipend or annuity of not more than Fifty Dollars ($50.00) per month * * * » The wíu was further amended by the codicil in the following manner: “The legal title to all of the property, real, personal and mixed, of which I may die seized and possessed, shall immediately upon my death vest in my executors, upon trust, however, that the same shall in due course be delivered to the trustees of the Foundation, as provided in my will, or be otherwise disposed of and delivered, as provided in my said will.”

Thereafter, the testator, on May 28, 1938, executed to and with B. Lynn Davis and eleven others articles of association of the Navarro Community Foundation, which articles of agreement voluntarily associated the testator to and with B. Lynn Davis and others for the purpose of creating a non-profit, self-perpetuating 'foundation, which they designated and named “Navarro Community Foundation,” domiciled at Corsicana, Navarro County, Texas. The purposes stated in the articles of association were substantially as stated in Item 7 quoted.

On May 28, 1938, the testator resigned as a Trustee of said Foundation and his resignation was accepted and a successor was elected.

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Related

Miller v. Davis, Ind. Executors
150 S.W.2d 973 (Texas Supreme Court, 1941)

Cite This Page — Counsel Stack

Bluebook (online)
146 S.W.2d 1006, 1940 Tex. App. LEXIS 1227, Counsel Stack Legal Research, https://law.counselstack.com/opinion/miller-v-davis-texapp-1940.