Monroe v. Lawrence

1959 OK 261, 347 P.2d 1016, 1959 Okla. LEXIS 530
CourtSupreme Court of Oklahoma
DecidedDecember 22, 1959
Docket38509
StatusPublished
Cited by6 cases

This text of 1959 OK 261 (Monroe v. Lawrence) is published on Counsel Stack Legal Research, covering Supreme Court of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Monroe v. Lawrence, 1959 OK 261, 347 P.2d 1016, 1959 Okla. LEXIS 530 (Okla. 1959).

Opinion

BERRY, Justice.

Ira H. Monroe, hereafter referred to as “testator”, died testate July 14, 1957, in Rogers County. Testator married Dora Ethel Monroe who died in 1952. Of this marriage four sons, Irvin, Roger, Fred and William H. were born. The three sons last named predeceased testator. The other son, Irvin, had been missing approximately 7 years as of date of testator’s death but apparently is alive. Fred was survived by two daughters, Patricia Ann and Deborah Kay. Their mother, who is one of the plaintiffs in error in this case is Wilda Monroe. William H. was survived by two daughters, Betty and Dorothy. Dorothy, Betty Sue and Deborah Kay are defendants in error herein.

Omitting the formal parts, the last will of testator which was executed July 9, 1957 reads as follows:

“Last Will And Testament of of Ira Monroe.
“I, Ira Monroe, of Claremore, Rogers County, Oklahoma, being now in good health, strength of body and mind but sensible of the uncertainty of life and the absolute certainty of death, and desiring to make disposition of my property and affairs while health and strength, do hereby make, publish and declare the following to be my Last Will and Testament, hereby revoking and cancelling all other or former Wills by me at ani time made.
“First: I direct the payment of all my just debts and funeral expenses.
“Second: I give, devise and bequeath to my two sons, Roger Monroe and Irvin Monroe, the sum of One Dollar each ($1.00).
“Third: All the rest and residue of my property, both real and personal, or ever kind and whereever situated, whether vested or contingent, at the *1018 time of my . death, -1 give, devise and bequeath to Wilda Monroe, my daugh- ■; ter-in-law, to have, keep, and in joy forever, free and clear of all restrictions whatever.
“Fourth: I hereby appoint and designate Charles W. Hardy of Clare-more, Oklahoma, as sole executo'r without bond, of this my last will and testament.”

The last will of testator was offered and received for probate in the County Court of Rogers County. Immediately after the will was admitted to probate in said Court, Dorothy and Betty filed separate applications seeking, as the surviving daughters of William H. and as surviving granddaughters of testator, a share in testator’s estate, which application was bottomed upon the proposition that testator unintentionally failed to provide for them in his will. John Carle was appointed guardian ad litem for Patricia Ann and Deborah Kay who were minors and as such filed an application in behalf of said minors which was of the same purport as the application first referred to. Upon Patricia Ann reaching majority, John Carle was discharged as her guardian ad litem. Patricia Ann is not a party to this appeal.

In the final decree entered in the probate proceedings, the County Court, among other things, found that testator’s surviving heirs were his son Irvin and the four grandchildren heretofore named; that the estate passed under the will of testator and ordered that the applications of the grandchildren for a share in the estate be denied. Dorothy, Betty and John Carle, as guardian ad litem of Deborah Kay, perfected an appeal from the aforesaid action of the County Court to the District Court. Following trial in the District Court, at which trial extrinsic evidence was offered by plaintiffs in error and rejected on the intent of testator to intentionally exclude his grandchildren in his will, said court found and held that the three grandchildren who had appealed were entitled to share in testator’s estate as his pretermitted heirs at law; that the remainder of the estate .should pass, under the will. > From said action this appeal .was perfected... , , , ■.

The plaintiffs in error "contend "that-.the-District Court' erred in’ .that “intent to. disinherit the appellees affirmatively' appears upon the face of the will by necessary inference” and in the alternative that “if the intent to disinherit does not so appear there arises on the face of the will ambiguity as. to testator’s intention in that respect and. other respects and extrinsic evidence shou.13. be heard to'ascertain the intention of the testator.” •

The applicable statute is 84 O.S.1951 § 132. The statute reads as follows:

“When any testator omits tcrprovide ~ in his will for any of his children,' or-for the issue of any deceased- child-' unless it appears that stich omission'' was intentional, such child, or the issue of such'child, must have the same share in the estate of the testator, as if he had died intestate, and succeeds thereto-as provided in the preceding section.”

In Spaniard v. Tantom, 131 Okl. 75, 267 P. 623, the rule was' announced in the second paragraph of the syllabus that “The intention of a person to disinherit by will his children, or children of the deceased' children, must appear from the four corners of the will. Circumstances under which the will was executed cannot be-taken into consideration, nor may extrinsic evidence of any character be admitted to establish such intent. * * *” Riley v. Collier, 111 Okl. 130, 238 P. 491, and Courtney v. Daniel, 124 Okl. 46, 253 P. 990, to the -extent said case announced a rule of law contrary to the quoted rule, were overruled.

The reasoning back of the above quoted rule is stated in Riley v. Collier, 111. Okl. 130, 238 P. 491, 494, to be that “To supply omissions or to import unexpressed intentions not reasonably to be gathered within the four corners of the instrument, by the admission of extrinsic evidence, is not to construe and interpret the written will, but is to make a new will * * • ■

An exception to the rule under discussion exists where, the language of a will, gives *1019 rise to: an uncertainty. ' The exception is stated as follows in the first paragraph' of the syllabus to Dilks v. Carson, 197 Okl. 128, 168 P.2d 1020:

. “Where the.language of a will gives rise, to an uncertainty as to whether a testator intentionally omitted to provide for a child or the issue of a deceased child, the intention of the testator mayv.be ascertained 'by interpreting such language in the light of the cir■cumstances under which the will was made, excluding the oral declarations ■of the- testator.”

To our way of thinking, the will in controversy is not uncertain on the issue of whether testator intentionally failed to provide therein for his grandchildren. We are, therefore,, of-the .opinion that on said issue the intention of testator must be determined "from the four corners of the will and that the trial court did not therefore err in excluding extrinsic evidence relative to the circumstances under which the will was executed.

Plaintiffs in error contend that the fact that testator bequeathed his entire estate tp named beneficiaries discloses an intention to disinherit all other possible beneficiaries. In re Adams’ Estate, 203 Okl. 377, 222 P.2d 366, 371, is cited as sustaining said contention. We disagree. In the cited case we .said this:

“A case, not cited but in point in principle, is that of Courtney v. Daniel, 124 Okl. 46, 253 P.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Richardson v. First National Bank & Trust Co. of Nowata
2002 OK CIV APP 69 (Court of Civil Appeals of Oklahoma, 2002)
Matter of Estate of Eversole
1994 OK 114 (Supreme Court of Oklahoma, 1994)
Estate of Crump v. Freeman
614 P.2d 1096 (Supreme Court of Oklahoma, 1980)
In Re Estate of Daniels
1965 OK 58 (Supreme Court of Oklahoma, 1965)
Pease v. Whitlatch
1964 OK 264 (Supreme Court of Oklahoma, 1964)

Cite This Page — Counsel Stack

Bluebook (online)
1959 OK 261, 347 P.2d 1016, 1959 Okla. LEXIS 530, Counsel Stack Legal Research, https://law.counselstack.com/opinion/monroe-v-lawrence-okla-1959.