Silverthorn v. Jennings

620 S.W.2d 894, 1981 Tex. App. LEXIS 4030
CourtCourt of Appeals of Texas
DecidedAugust 19, 1981
Docket9265
StatusPublished
Cited by6 cases

This text of 620 S.W.2d 894 (Silverthorn v. Jennings) 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
Silverthorn v. Jennings, 620 S.W.2d 894, 1981 Tex. App. LEXIS 4030 (Tex. Ct. App. 1981).

Opinion

COUNTISS, Justice.

This is a dispute between sisters over the meaning of their mother’s will. We agree with the trial court’s interpretation of the will, and affirm.

Edna Edith Parteli was the mother of appellant Dorothy M. Silverthorn (hereafter “Dorothy”) and appellee Doris E. Jennings (hereafter “Doris”). 1 Mrs. Parteli died on November 28, 1977. Dorothy and Doris are the only beneficiaries under her last will and testament, dated December 5, 1976 and admitted to probate on February 22, 1978. The portions of Mrs. Parteli’s will pertinent to this case read as follows:

“SECOND: I give and bequeath to my beloved daughter, MRS. DOROTHY M. SILVERTHORNE, the following items that are presently in her possession: 3006 Remington shot gun, serial no. 3090335; 12 gauge Winchester shot gun, serial no. 884659 with cleaning kit and case, 22 caliber Remington long rifle, model 41P; Daisy B B gun; one glass specimen case for minerals and contents thereof; one glass cake dish with lid; one old camera; one set of binoculars. Further I give to my daughter, MRS. DOROTHY M. SIL-VERTHORNE, ail the contents of one cardboard box located in my safety deposit box in the Plains National Bank of Lubbock, Texas containing various pieces of jewelry, coins and currency.
THIRD: I give and bequeath to my beloved daughter, MRS. DORIS E. JENNINGS, the following items that are presently located in her home at Lubbock, Texas: two china cabinets which contain one set of dishes and other odd and end pieces; two book cases including salt and pepper shakers and dishes therein; one small book case with cups; one writing desk; one metal hospital bed; one cedar chest with contents therein; two chests of drawers; and the remaining items of my personal paraphernalia, clothing, jewelry, keepsakes and momentos as well as the remaining items located in my safety deposit box other than the cardboard box that I have specifically bequeathed to my beloved daughter, MRS. DOROTHY M. SILVERTHORNE.
FOURTH: I give, devise, and bequeath all the rest, residue and remainder of my property of whatever description and wherever situated be it real, personal, mixed, tangible and intangible to my two daughters, MRS. DOROTHY M. SIL-VERTHORNE AND MRS. DORIS E. JENNINGS, in equal shares, ...”

*896 (Emphasis added.)

After Mrs. Parteli’s death, her safety deposit box was inventoried. It contained a $10,000.00 certificate of deposit dated May 16,1973, a note in Doris’ handwriting which said, “one box goes to Dorothy Silverthorn One ‘10,000 Bond’ divided between my daughters Dorothy and Doris,” and a cardboard box in which were coins and pieces of jewelry.

This controversy is over ownership of the $10,000 certificate of deposit. Dorothy claimed a one-half interest in it under the fourth paragraph of the will. Doris claimed the entire certificate of deposit under the third paragraph of the will. When they were unable to resolve their disagreement, Dorothy filed suit requesting the trial court to construe the will as she contended and Doris responded with pleadings advancing her contention. Each side filed motions for summary judgment. The trial court concluded the will was unambiguous, clearly expressed Mrs. Parteli’s intent, and bequeathed the certificate of deposit to Doris. Judgment was entered accordingly, granting Doris’ motion and denying Dorothy’s motion.

In this court all parties agree the facts are undisputed. Dorothy advances four points of error, argued together, in support of her contention that the certificate of deposit was bequeathed equally to Doris and her. Dorothy’s primary arguments are: (1) the certificate of deposit is not an “item” passing under paragraph three but an “intangible” passing under paragraph four, and (2) application of the rule of ejus-dem generis supports her construction of the will. We do not agree.

When the interested parties ask a court to tell them what a will says, certain well established principles are activated. The court’s duty is to determine the intention of the testator, as revealed by the words used in the will, and to enforce that intention as stated if it is legally permissible to do so. Sellers v. Powers, 426 S.W.2d 533, 536 (Tex.1968). If the words used by the testator are clear and unambiguous, construction of the will is unnecessary. The court simply enforces the. instructions of the testator. Sanderson v. First National Bank in Dallas, 446 S.W.2d 720, 723 (Tex.Civ.App.—Dallas 1969, writ ref’d n. r. e.); Henneke v. Andreas, 473 S.W.2d 221, 223 (Tex.Civ.App. — Austin 1971, writ ref’d n. r. e.). If, however, the words used by the testator can reasonably be understood in more than one way, the will is ambiguous and the court must construe it in order to determine what the testator meant. In the latter case, the court looks to the will as a whole and the circumstances surrounding its execution, Pruett v. Berkeley, 405 S.W.2d 433, 435 (Tex.Civ.App.—Waco 1966, no writ), and applies various rules of construction. 2

Our first inquiry, then, is whether we should apply the rules of construction to Edna Edith Parteli’s will in order to determine her intent. We conclude that we should not. Mrs. Partelli expressed her testamentary intent is clear and unambiguous language, precluding any construction of the will. She gave Dorothy the contents of the cardboard box located in her safety deposit box and she gave Doris everything else located in the safety deposit box. The $10,000 certificate of deposit, in existence for over three years when the will was signed, was in the safety deposit box but was not in the cardboard box. Therefore, under the clear language of the will, the only possible conclusion is that Mrs. Parteli intended to give the certificate of deposit to Doris.

The certainty of Mrs. Parteli’s intention is not diluted by her failure to specifically describe the certificate of deposit. In Mortenson v. Trammell, 604 S.W.2d 269, 272-73 (Tex.Civ.App.—Corpus Christi 1980, writ ref’d n. r. e.), a gift of “all property located in Cameron Co. Texas” was held to be a clear expression of the testator’s intent *897 to make a gift of all of his property, real and personal, tangible and intangible, in Cameron County. In Brady v. Nichols, 308 S.W.2d 100, 111 (Tex.Civ.App.—San Antonio 1957) reformed 158 Tex. 382, 312 S.W.2d 381 (Tex.1958), a gift of “all the stock on all my ranches” was held to be definite enough to constitute a specific gift of such cattle. Likewise, Mrs.

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620 S.W.2d 894, 1981 Tex. App. LEXIS 4030, Counsel Stack Legal Research, https://law.counselstack.com/opinion/silverthorn-v-jennings-texapp-1981.