Read v. Gee

580 S.W.2d 431, 1979 Tex. App. LEXIS 3441
CourtCourt of Appeals of Texas
DecidedApril 5, 1979
DocketNo. 18070
StatusPublished
Cited by3 cases

This text of 580 S.W.2d 431 (Read v. Gee) 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
Read v. Gee, 580 S.W.2d 431, 1979 Tex. App. LEXIS 3441 (Tex. Ct. App. 1979).

Opinion

OPINION

MASSEY, Chief Justice.

The question presented by the appeal is presence or absence of ambiguity or uncertainty in the provisions of the will of Ruth Cole, deceased. If there was ambiguity or uncertainty parol evidence would be admissible for the purpose of ascertaining the intent of the testatrix in the construction of the will (distinguishable from evidence which would serve to supply only sufficient background information). If there was not ambiguity or uncertainty such evidence by parol would be inadmissible.

Summary judgment was granted upon the motion of defendant Ruth Gee, individually and as independent executrix of the estate of Laura Freeland, upon the holding of the trial court that there was not ambiguity or uncertainty in the language of the will; that by a construction of the language alone, unaided by any evidence, the interest of Ruth Gee, in her individual capacity and as independent executrix, included right to take all and every interest as beneficiary to the estate of Ruth Cole. Therefrom Thomas P. Read, Jr., et al., have appealed.

We reverse the judgment and remand the cause for trial at which parol evidence, if presented, should be admitted and considered in the construction of the Cole will.

The material portions of the Cole will appear below; emphasis is supplied by the court:

I, Ruth Cole, resident of Paradise, Wise Co. Texas declare this to be My Will. I direct that all my just debts be paid by my Executor, herein after named, as soon after my death as may conveniently be done.
[433]*433 2
After the payments of all my just debts I give, devise and bequeath all of my property and interests of every kind and character and from whatever source derived to my sister, Laura Freeland, if deceased, to Ruth Gee, her daughter, (author’s note; this could be either a period or a comma) nephews & nieces, namely Thos P. Read Jr. Carl Read Jr. W. T. Read, Tennessee Sendok, Doris Bogart, Marie Elliott, Iva Ruth Rhodes.
3
(Not copied; merely named independent executor, etc.).
4
Laura Freeland, if deceased, to Ruth Gee $2,000—
Thos P Read Jr — 200 acres of Johnson place.
W. T. Read — 134 acres of Home place.
Carl Read Jr — 97 acres bottom land.
Tennessee Sendok, Thos P Read Jr. W. T. Read, Doris Bogart, equal shares of Savings Bonds.
Marie Elliot (sic) and Iva Ruth Rhodes $100.00 each.
House & Lots to Thos P. Read Jr. contents of which are to be divided among nephews and nieces.
Haynes place 65½ acres to be sold for support and expenses as needed in Hospital or Nursing care.
Provided my bank account does not exceed expenses, 60 acres of royalty can be disposed of.
(There was no residuary clause in the will.)

The will was a holographic will which was entirely in the handwriting of Mrs. Cole, the testatrix.

At time Mrs. Cole made the will all her brothers were deceased; (likewise, all her sisters except Laura Preeland). Thomas P., and T. Read were surviving sons of Thomas P. Read, Sr., and Tennessee Sendok and Doris Bogart were their sisters; Carl Read, Jr., was son of Carl, Sr., deceased; Marie Elliott and Iva Ruth Rhodes were children of Walter Read, deceased. The children of three deceased brothers and one deceased sister were not mentioned by the will. Ruth Gee was one child of Laura Freeland, the sister Mrs. Cole named in her will. All the “nephews and nieces” mentioned by the will were common both to Mrs. Cole and Mrs. Freeland.

By the construction given the will by the trial court, on the theory that its provisions were plain so that the aid of parol evidence was neither necessary nor proper, paragraph 1 provided, in substance (according to the trial court):

“I give, devise and bequeath all of my property ... to my sister Laura Freeland, (and) if (she be) deceased, to Ruth Gee, her daughter, (and others of my) nephews & nieces, namely . . .”

Treated as surplusage in the construction by the court was the following language in paragraph 4:

“Laura Freeland, if deceased, to Ruth Gee $2,000, — ”.
Or, alternatively, the court construed it to say:
“(if) Laura Freeland (be) deceased, to Ruth Gee $2,000, — ”.

and also the language which follows relative to nephews and nieces.

From April 9, 1976 when Thomas P. Read, Jr., (as independent executor of the estate of Ruth Cole) filed his suit for declaratory judgment in this case, he, individually as well as an independent executor, along with all the other “nephews and nieces” (except Ruth Gee) named as such by the Cole will, have taken the position that there was necessity for a construction of the language and provisions of the will. Indeed, to secure that was the objective of the suit for declaratory judgment; and this was the same case in which Ruth Gee, (in her individual capacity coupled with her capacity as independent executrix of the estate of Laura Freeland, deceased), sought and secured the summary judgment. Thomas P. Read, Jr., (as independent executor of the estate [434]*434of Ruth Cole), did obtain a declaratory judgment, not what was desired nor by the kind of trial alleged as necessary, but by the summary judgment sought by Ruth Gee. That judgment was not satisfactory to Reed either in the capacity in which he brought suit nor to himself nor to any of his interested cousins, all of whom were parties to the suit. They have ever been insistent that the court should hear and consider parol evidence bearing upon the meaning and intent of the language used in the holographic will.

In Kennard v. Kennard, 84 S.W.2d 315, 320 (Tex.Civ.App.—Waco 1935, writ dism’d), Justice Alexander, later Chief Justice of our Supreme Court, wrote the following:

“Where the meaning of a will is doubtful, evidence of the circumstances surrounding the testator are admissible so as to put the court as nearly as possible in the same position as was the testator at the time the language was used, for the purpose of enabling the court to read the will in the light of the circumstances under which it was written and thereby discovering the meaning attached by the testator to the words used by him. Such evidence is admissible only for the purpose of explaining the meaning of the language used in the will, for the intent of a testator must be ascertained from the meaning of the words used by him in his will and from those words alone. In other words, the intent must always be drawn from the will, but never the will from the intent. As it is sometimes expressed, it may be shown in certain cases what was intended by the testator by what he actually said, but it is always incompetent by such extraneous circumstances to show what the testator intended to say but did not say.

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Related

Karsten v. Muhl
624 S.W.2d 682 (Court of Appeals of Texas, 1981)
Gee v. Read
606 S.W.2d 677 (Texas Supreme Court, 1980)

Cite This Page — Counsel Stack

Bluebook (online)
580 S.W.2d 431, 1979 Tex. App. LEXIS 3441, Counsel Stack Legal Research, https://law.counselstack.com/opinion/read-v-gee-texapp-1979.