Plsek v. Kostroun

6 S.W.2d 813, 1928 Tex. App. LEXIS 501

• Court: Court of Appeals of Texas
• Decided: May 2, 1928
• Docket: No. 7219.
• Status: Published

Opinion

McCLENDON, o. J.

The suit is to construe the will of Anton Kostroun and for partition of his estate. It grew out of the follow ing facts: Anton and Emily Kostroun were husband and wife. Emily died in 1916, intestate. Her sole heirs were the five surviving children of the marriage, William, John, and Joseph Kostroun, Mary Plsek (wife of Joe Plsek) and Agnes Slavik (wife of Joe Slavik). All property of the spouses was community and consisted of 138 acres of land in Milam county, worth, according to the only testimony in the record, approximately $90 an acre, or $13,420 at the time of Emily’s death, and personal property of the gross value of about $15,000. Whether there were community debts was not shown. In December, 1917, Mary Plsek and Agnes Slavik, their respective husbands joining, assigned to Anton Kostroun, in the form of warranty deeds, each for the recited consideration of $800 cash, their respective interests, real and personal, in their mother’s estate. The grantors contended that these instruments by mistake covered the real estate, when, in fact, it was the intention only to release their inherited interest in the community personalty, and there was some evidence to support this contention. In November, 1919, for a like consideration and in like manner John Kostroun assigned his interest in his mother’s estate, real and personal, to Anton Kostroun. On April 5, 1920, Anton Kostroun paid a note of his son-in-law, Joe Slavik, amounting to $1,170.10, and on the same day made his will, sections 4, 5, and 6 .of which control the controversy in the case. By the first three sections the will provided that his just debts toé paid; that certain directions' regarding his burial be observed, including the erection of a monument at his grave “in a manner consistent with my financial circumstances and with my station in life”; and that $300 be paid to an orphan girl reared in his family. Sections 4, 5, and 6 read;

“4. It is my will and desire that the residue of my estate real, personal and 'mixed, after the payment of my debts, funeral expenses and monument, and the legacy to the orphan child,1 Ludmilla, hereinbefore mentioned, shall be divided equally .between my beloved children, Jo-’ seph Kostroun,-William Kostroun, Mary Plsek and John Kostroun, share and share.alike.

“5. It is my will and desire that my daughter Agnes Slavik receive nothing in the disposition-of my estate, since I have paid her, the said Agnes Slavik, her full share in cash, said amount being $1,170.10 paid for her and her husband to Joseph Kuchta, April" 5th; A. D. 1920.

“6. It is my intention to dispose of all property which may belong.to me personally by this last will and testament, but I have not .intended nor attempted and do not here now intend or attempt to' dispose of the community estate or interest of my deceased wife in and to said property.” ' '

The remaining sections nominate, first, Joseph Kostroun, and in the alternative, John Kostroun, as independent executor without bond. On January 22,1924, Joseph Kostroun assigned to Anton Kostroun for a recited consideration of $800 cash his title and interest in his mother’s estate, “hereby accepting said sum of money as full and final settlement as the part and share of my mother’s estate.” Joseph Kostroun. died intestate prior to the death of his father, leaving as his sole heirs at law six children, all of whom were minors. Anton Kostroun died in January, 1927; his will was probated, and John Kos-troun .¡qualified as independent executor.. There was testimony that he owed two banks, but the amount is not shown.

This suit was brought by Mary Plsek and Agues Slavik, their husbands joining, against their two brothers and the six children of their deceased ¡brother, all individually, and against John Kostroun as executor, praying for a construction of the will and partition of' the estate. The children of Joseph Kostroun were represented toy an attorney ad litem. The case was tried to a jury and judgment under a directed verdict rendered, construing the will as depriving Agnes Slavik of any interest in the estate of either Anton or Emily Kostroun, and fixing the respective interests of the remaining parties as follows: William Kostroun ; John Kostroun and Mary Plsek each %0; and the six children of Joseph Kostroun each ys of %0, or %0. All other relief prayed for was denied. A fee of" $75 was allowed the attorney ad litem for the minor defendants, and this was taxed as costs against the plaintiffs. The latter have appealed.

The appellees contend and the trial court" evidently took the view that paragraph 6 of the will evidences ah intention of Antón Kos-troun not to affect the title which any of' hiS children might have at the time of his death in the community estate of their moth-" er, and that such parts of her’ community • estate as had been eonveyed to him by his several children should pass under section-4 to his four named devisees therein' as a part of his “estate, real, personal and mixed.” Under this. construction the community half of Anton Kostroun and the % interest in the community half of his wife acquired from the four children was decreed to be in' the four named devisees, and William Kostroun’s inherited interest in. his mother’s estate was ratified and recognized.

In this we do not concur, but construe section 6 of the will to eliminate therefrom, the community property of Emily Kostroun and leave her estate to vest unaffected toy the will, "just as though no will had been made. This is the clear import of the language used,' and wé find nothing in the record to indicate' a contrary intention in the testator; while supporting it are the following considerations, which accord- with -the well-established canons for construing such instruments:

Anton Kostroun appears to have been conversant with the community property-' law," and. to have known that his wife owned a half Interest In the estate which passed at ■her death to the five children. This is clear from the fact that when the will was executed he had already settled with' three of the children for their interest. With this knowledge he would hardly have set aside a separate paragraph of the will to particularize .exactly what he was devising and no more and used the language, “I have not intended nor attempted and do not here now intend or attempt to dispose of the community estate or interest of my deceased wife in and to said property,” if he had only intended thereby to recognize his wife’s community estate. This language makes no reference to any particular portion of his wife’s estate, % of which was then outstanding. in two of his children and % in himself by purchase from the others. His wife’s estate is referred to as a whole; there had been no attempt to dispose of any property not his own in the previous provisions of the will; there was no necessity for a mere recognition of his wife’s estate, as that had been done in the three settlements he had made; and, if section 6 be construed as in the court below, it was entirely unnecessary, and neither added to nor took from the other provisions, all of which were plain, simple, and unambiguous.

Had there been no previous recognition ‘of the wife’s community estate and no assignment of.any child’s interest therein to the testator, there might be some ground for a contrary view; But in the construction of wills, as of other written instruments, “evidence of the circumstances attending the testator and the objects of his bounty, and of the condition and character of the estate, is admissible to throw light upon the will, so ■as to get at the intention of the testator'ambiguously expressed, but not to vary the terms themselves of the will.” Lenz v. Sens, 27 Tex. Civ. App. 442, 66 S. W. 110, and authorities there cited. See, also, Stevens v. Ry. (Tex. Com. App.) 212 S. W. 642 (2-4), quoting with approval the following from Lockwood v. Ry. (C. C. A.) 103 F. 243:

“The courts, therefore, may avail themselves of the same light which the parties enjoyed when the contract was executed, and may'place themselves in the same situation as the parties who made it,, in order that they may view the circumstances as those parties viewed them, and' so judge the meaning of the words and the correct application of the language and the things described; and if any of the terms used seem to contradict the manifest intention, as clearly indicated by the agreement as a whole, the intention must govern.”

Again: It is a natural presumption that a parent will treat all of his children •equally in. the disposition of his estate, where no reason for an-unequal division is apparent. This presumption will not be indulged where ■the langdage is clear; but where intention of ■the testator is sought, and the language used is not conclusive, it may be resorted to as an aid to interpretation. -Nothing in the record suggests that the testator had any particular preference for any of his children, other than as may be evidenced by naming,' first, Joseph, and in the alternative, John, as executor. At the time the will was made the two daughters and John had assigned him their interest in their mother’s estate. On the same day he settled with Agnes for her interest’in his own estate. If the will be construed to eliminate Agnes from any share in her mother’s estate which her father had acquired, then the will showed a preference in favor of Mary and John over Agnes, for, in addition to the share which they received from their father’s interest in the community, they were also given each % of the three shares that had been conveyed to him. The subsequent acquisition of the share of Joseph created a like preference under the will-in favor of Joseph over Agnes. In other words, the construction which the trial court and ap-pellees give to the will creates a discrimination against one of the daughters; where no basis in the record is shown for such discrimination, and also renders section 6 of the will supererogatory.

The fact that up to the time of the making of the will Anton Kostroun had settled with three of his children as to their interest in their mother’s .estate, and thereafter settled With a fourth, indicates that he probably had in mind settling with all of them, each on the basis of $800 cash, and that, having settled with Agnes additionally for her interest or expectancy, in his half of the community, he devised that interest in equal shares to his four remaining children, expressly stipulating:

“I have not intended nor attempted and do not here now intend or attempt to. dispose of the community estate or interest of my deceased wife in and to said property.”

This language seems to us to be clear and unequivocal. It excludes in express language from all provisions of the will the interest of the deceased wife in the community property. That interest is taken as a whole; no part, of it is referred to. If the testator had intended to devise as a part of his own estate the interest in his wife’s estate which he.had already acquired or might thereafter acquire from his children, apt language, we think, would have been employed to express such intention.. The language “community estate or interest of my deceased wife in and to said property” clearly imports all of the interest his wife had in the property at the time of her death. To . give it a different construction would, we- believe,' be counter to the literal,. plain, and ordinary meaning of the language used and at the same time would render section 6 meaningless or’ useless and ascribe to the testator an intention to discriminate against one of his daughters in favor of his other daughter and three sons. As we construe the language of the will, the community interest of Anton Kostroun is devised % each to his children, Joseph, William, Mary, and John, and the interest he acquired in his wife’s community estate was left undisposed of. Under this construction title to the joint estate should vest as follows:

In William Kostroun y10 plus ys plus yB of fioi or ey200-

In John and Mary, each, % plus % of %o> or'ii/zoo.

In the children of Joseph y$ plus % of y10, or o» jointly.

In Agnes y5 of y10, or i%0o-

This holding we think renders unnecessary consideration of other questions raised in the appeal, other than that of costs hereafter noted. We have some doubt of the sufficiency 'of the pleading to warrant setting aside the assignments by Mary Plsek and Agnes Slavik to their father. If these assignments should be set aside, it would ibe necessary to set aside those to John and Joseph and to account for the consideration they all received. If these instruments are set aside, each would receive y10 of the entire community estate by inheritance from the mother. Under our construction of the will each receives out of the mother’s estate i%0o> or 8 per cent., the difference amounting to only 2 per cent, of the entire property. This clearly is much less than the $800 for which each would have to account in order to set the instruments aside. Since we are remanding the cause, the questions relating to the prayer for rescission of these assignments may not again arise, and we express no further opinion in that regard.

The fee of the attorney ad litem should be taxed against the interest of the minors he represents.

As the evidence indicates there were debts owing by the estate and it was being administered by the independent executor, the trial court correctly denied partition. The right of the parties to a partition upon remand of the cause will depend upon the condition of the estate at that time.

The judgment of the trial court is reversed and judgment is here rendered, construing the will of Anton Kostroun to devise to his four named devisees each a % interest in his half of the community property, leaving the balance of the community property which he acquired by transfers from four of his children undisposed of and vesting by the law of descent and distribution ys each in his four surviving children and % in equal shares to the six children of -his deceased son, Joseph. The fee of the attorney ad litem for the minor defendants is taxed against said minors’ interest in the estate, and the cause is remanded for further proceedings in. accordance with this opinion.

Reversed and rendered in part, and in part remanded.