Rogers v. First National Bank of Midland

448 S.W.2d 149, 1969 Tex. App. LEXIS 2602
CourtCourt of Appeals of Texas
DecidedNovember 12, 1969
Docket6051
StatusPublished
Cited by6 cases

This text of 448 S.W.2d 149 (Rogers v. First National Bank of Midland) 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
Rogers v. First National Bank of Midland, 448 S.W.2d 149, 1969 Tex. App. LEXIS 2602 (Tex. Ct. App. 1969).

Opinion

OPINION

FRASER, Chief Justice.

This suit was filed by the Administrator of the Estate of Myrtle Cato Mendel, deceased, to determine the heirship of the decedent on the paternal, or Cato, side of the family. That portion relating to the maternal line of the family was severed from the present controversy and has been heretofore finally disposed of by this court.

The trial court held that paternal cousins of the half blood inherited from the decedent, who also left surviving a paternal cousin of the whole blood. The appellant is the only surviving paternal cousin of the whole blood and maintains that she should inherit the entire paternal share of the estate to the exclusion of paternal cousins of the half blood. As between the two sets of the paternal cousins of the half blood, they, as appellees, agree that the trial court was correct in its holding that cousins of the half blood share in the inheritance, but between the two sets of cousins of the half blood there is a dispute as to the correctness of the method of allocation adopted by the trial court.

Myrtle Cato Mendel died intestate in Pecos County, Texas, on August 29, 1966. Her husband had predeceased her, and she was not survived by children or the descendants of children, or by father, mother, brother, sister, niece, nephew, uncle, aunt, nor by either grandfather or grandmother on the paternal side. The paternal grandparents of the decedent were J. A. Cato and Martha Higgins Holman Cato, who married in 1866. Each of these paternal grandparents had been previously married and each had children by the former marriage and then had children by their own marriage; and so these two grandparents were involved with three families — his children, her children and their children. At the time of the death of Myrtle Cato Mendel, all of the children of J. A. Cato and of Martha Higgins Holman Cato were deceased, whether “his children”, “her children”, or “their children”. The appellant, Martha May Rogers, is the only surviving descendant of the group of children common to both the said grandfather and grandmother, as both J. A. Cato and Martha Higgins Holman Cato were the grandparents of the appellant and of the deceased, Myrtle Cato Mendel. However, including the appellant, Martha May Rogers, there were seventeen living grandchildren or deceased grandchildren represented by sets of living descendants of J. A. Cato and his first wife; of Martha Higgins Holman Cato and her first husband, or of their last marriage. The trial court, therefore, to give effect to his interpretation of the provision of Section 38(a) 4, and likewise to Section 41(b) of the Texas Probate Code, divided the paternal estate, or moiety, into eighteen equal shares, and then gave to the appellant, Martha May Rogers, as a collateral kindred of the whole blood, %8ths or ½⅛ of the paternal estate or moiety. As collateral kindred of the half blood, a ½8⅛ share of the paternal estate was awarded to the remaining grandchildren who were alive, and a ½8⅛ to the sets of children, or descendants, of each deceased grandchild leaving living descendants. The trial court basically, in effect, followed the solution to the problem offered by Professor Bailey in his “Texas Law of Wills”, Section 54, paragraph (3) (b) at page 90. We affirm the judgment of the trial court.

For purposes of our discussion, the descendants of the first marriage of J. A. Cato are designated herein as the “Cato appellees”, and the descendants of the first marriage of Martha Higgins Holman Cato are designated as the “Holman appellees”.

The issue in this case is one of statutory construction of the above-mentioned sections of the Texas Probate Code, the sections being as follows:

“§ 38(a) 4. If there be none of the kindred aforesaid, then the inheritance *151 shall be divided into two moieties, one of which shall go to the paternal and the other to the maternal kindred, in the following course: To the grandfather and grandmother in equal portions, but if only one of these be living, then the estate shall be divided into two equal parts, one of which shall go to such survivor, and the other shall go to the descendant or descendants of such deceased grandfather or grandmother. If there be no such descendants, then the whole estate shall be inherited by the surviving grandfather or grandmother. If there be no surviving grandfather or grandmother, then the whole of such estate shall go to their descendants, and so on without end, passing in like manner to the nearest lineal ancestors and their descendants.”
“§ 41(b). Heirs of Whole and Half Blood. In situations where the inheritance passes to the collateral kindred of the intestate, if part of such collateral be of the whole blood, and the other part be of the half blood only, of the intestate, each of those of half blood shall inherit only half so much as each of those of the whole blood; but if all be of the half blood, they shall have whole portions.”

Appellant’s primary contention is to the effect that in searching for a class among which to partition an estate, we must first look to Section 38, and in this instance we are stopped at the grandfather and grandmother and their descendants; that Section 41(b) does not call to any kindred to inheritance; it merely admits those of the half blood who are already called in Section 38, which, as to deceased grandparents, calls for “their descendants”. This term, therefore, does not delude those who are not descendants of the grandfather, and it does not include those who are not descendants of the grandmother. Appellant cites cases where, in each instance, the antecedent of “their” was specific individuals and in each case the courts held that the word in that context could be construed only in its collective sense. Evans v. Opperman, 76 Tex. 293, 13 S.W. 312; Young v. State, 42 Tex.Crim. 301, 59 S.W. 890; Thomson v. Phillips, Tex. Civ.App., 347 S.W.2d 832. Cases to the contrary, however, are Shepard v. Wilson, 61 Ohio App. 191, 22 N.E.2d 568 (Ct.App., Ohio 1938); Lehman v. Lehman, 215 Pa. 344, 64 A. 598 (Penn.1906); Stigler v. Stigler, 77 Va. 163; which brings us to the main point that the cases, generally, stand for the proposition that in statutory construction, or the construction of a will or other instrument, one must determine what was intended by the writers and the words be construed in order to effectuate that intent. The statute as a whole must be reviewed to determine the legislative intent. As stated in Lacy v. State Banking Board, 118 Tex. 91, 11 S.W.2d 496 (1928) :

“In construing any statute, as indeed any instrument, the intention of the framers is the prime inquiry. While the occasion for the inquiry is usually what a particular provision, clause or word means, yet to answer the inquiry ‘one must proceed as he would with any other composition — construe it with reference to the leading idea or purpose of the whole instrument. A statute is passed as a whole and not in parts or sections and is animated by one general purpose and intent. Consequently each part or section should be construed in connection with every other part or section and so as to produce a harmonious whole. It is not proper to confine the intention to the one section to be construed.

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Bluebook (online)
448 S.W.2d 149, 1969 Tex. App. LEXIS 2602, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rogers-v-first-national-bank-of-midland-texapp-1969.