Stahl v. Shriner's Hospital for Crippled Children

581 S.W.2d 227, 1979 Tex. App. LEXIS 3518
CourtCourt of Appeals of Texas
DecidedApril 19, 1979
Docket5961
StatusPublished
Cited by2 cases

This text of 581 S.W.2d 227 (Stahl v. Shriner's Hospital for Crippled Children) 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
Stahl v. Shriner's Hospital for Crippled Children, 581 S.W.2d 227, 1979 Tex. App. LEXIS 3518 (Tex. Ct. App. 1979).

Opinion

HALL, Justice.

This is a suit to construe the will of Eloise D. Williams, deceased. The principal questions we must decide are (1) whether the gift intended by testatrix’s devise of her 103-acres “home place” to certain nieces and nephews was adeemed when, three months prior to her death, testatrix sold and conveyed the home place in consideration of an $80,000.00 promissory note payable in ten years in annual installments and secured by vendor’s lien and deed of trust lien; and, if the bequest was adeemed, (2) whether testatrix intended the note should pass under the residuary clause of her will to the charity-beneficiary named therein. The trial court held the gift was adeemed by the sale, and that the residuary beneficiary received the note. We sustain the ruling of ademption, but we hold the note did not pass under the residual bequest.

The will was executed December 12,1973. Codicils to the will were executed January 23, 1974, and May 19, 1976. Testatrix died January 7, 1977. The record does not show her age at the time of death, but the only reasonable inference from the record is that she was elderly. Her surviving heirs are a sister Ola Mae Stahl, and three nieces Esta Germer, Joyce Dawson and Martha Ka-sprzyk. She is survived also by other relatives, including nephews Billy Joe Stahl and Thomas J. (Jack) Williams.

In paragraphs 4, 5 and 6 of her will, testatrix devised her 103-acres “home place” located in Wilson County, Texas, to her nephews Thomas J. (Jack) Williams and Billy Joe Stahl, and her nieces Esta Germer, Joyce Dawson and Martha Kasprzyk, in the following terms:

4.
“I will my home place (consisting of 103 acres of land, more or less, in the A. Trevino Grant, Survey No. 11, in Wilson County, Texas, and conveyed to me by deed of record in Vol. 185, Page 327, Deed Records of Wilson County, Texas) as follows: In regard to the Northwest 40 acres of same, my nephew, Thomas J. (Jack) Williams shall have the option to purchase same by making the following payments: $2,000.00 to Julia Mattke (or to her daughters, share and share alike, if the said Julia Mattke shall predecease me); $2,000.00 to Mittie Anderson or to her husband, Fred Anderson, if the said Mittie Anderson shall predecease me; $2,000.00 to my cousin, Lillie Belle Carey, or to her husband, Jack Carey, if the said Lillie Belle Carey shall predecease me; and $1,000.00 to my nephew, Jimmy Cross (at the request of my deceased husband, Norris Williams) or to Norris Cross, if the said Jimmy Cross shall predecease me. Said option shall be exercised by the said Thomas J. (Jack) Williams within a reasonable time after my death, and in no event, later than six months after the payment by my hereinafter named executor of any and all State Inheritance Taxes and Federal Estate Taxes, that is, when the respective Governments agree as to how much tax is owed. My said nephew, Thomas J. (Jack) Williams, may encumber said 40 acres, in order to make said payments.
5.
“The balance of my said home place (being the Southeast 63 acres of said tract, more or less) I will to Billy Jo Stahl, Esta Germer, Joyce Dawson and Martha Kasprzyk, share and share alike.
*230 6.
“The above named parties may take possession of said land when my Executor shall surrender such land, in his sole discretion, to such parties, and they shall thereafter receive all rents and revenues from the respective tracts of land.”

In the first codicil, testatrix added to paragraph 5- the provision that if any beneficiary therein predeceased her, then the beneficiary’s share would go to “his or her descendants, per stirpes.”

The will contained other devises and bequests which we shall notice later. Then, in paragraph 17, testatrix willed her residual estate to “the Masonic lióme or Homes for Crippled Children, to be used only in Texas.”

On October 5, 1976, testatrix sold and conveyed her 103-acres home place to Norman Rallies and wife, Audrey Jane Rallies, by general warranty deed. The deed was recorded in the deed records of Wilson County on November 2, 1976. The consideration for the conveyance was “the sum of Ten Dollars and other good and valuable consideration in cash” and, additionally, the grantees’ promissory note for the principal sum of $80,000.00, bearing interest at the rate of six per cent per annum until paid. The principal was payable in equal, annual installments of $8,000.00, and the interest was payable annually, but the grantees reserved the right of prepayment at any time, without penalty. The note was. secured by vendor’s lien retained in the deed of conveyance and by deed of trust lien executed by the grantees. Because of a handwritten alteration on the face of the note, there is a discrepancy between that instrument and recitals in the deed and deed of trust as to whether the first annual payments of principal and interest were due on November 1, 1976, or November 15, 1977. The contesting parties stipulated the first payment had been made at the time of testatrix’s death, but the executor later testified the first payment was due in November, 1977, and was made after the testatrix died.

Appellee Clark Murray was the scrivener of testatrix’s will. He is also independent executor under the will. He was also the named Trustee in the previously mentioned deed of trust. After the will was probated, he initiated this suit, as executor, in the County Court of Probate seeking a construction of the term “Masonic Home or Homes for Crippled Children” in paragraph 17 of the will. He joined as defendants testatrix’s heirs Ola Mae Stahl, Esta Germ-er, Joyce Dawson and Martha Rasprzyk; Texas Scottish Rite Hospital for Crippled Children; Shriners’ Hospital For Crippled Children of Texas; Masonic Home and School of Texas; and The Attorney General of Texas. 1 In his petition, Murray asked the court to answer these questions: “Does the residual estate go to Masonic Home and School, Scottish Rite Hospital for Crippled Children, or Shrine Hospital for Crippled Children, or is such Paragraph [17] so uncertain as to be void, thereby creating intestacy as to said residual Estate?” He alleged there was no Masonic Home for Crippled Children, but that the two previously mentioned hospitals for crippled children existed and were owned and operated by the Masonic Order in Texas. He stated in his pleading that although he authored the will for testatrix he had not the slightest idea what she meant by the term “Masonic Home for Crippled Children”; that when he wrote the will he knew testatrix’s deceased husband had been active during his lifetime in the Masonic Order; and that he “thought she knew what she was talking about.”

After all the original parties, to the suit had answered, and upon their motions, the case was transferred to the District Court for trial. Thereafter, Thomas J. Williams and Billy Joe Stahl entered the case as intervenors, and sundry pleadings were filed by all the parties except the executor Murray, and testatrix’s heir Martha Ra- *231 sprzyk. 2 The positions and contentions of the parties when the case went to trial may be summarized as follows: Testatrix’s heirs Ola Mae Stahl, Esta Germer and Joyce Dawson, and intervenors Billy Joe Stahl and Thomas J.

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Related

William Marsh Rice University v. Birdwell
624 S.W.2d 661 (Court of Appeals of Texas, 1981)
Shriner's Hospital for Crippled Children of Texas v. Stahl
610 S.W.2d 147 (Texas Supreme Court, 1980)

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Bluebook (online)
581 S.W.2d 227, 1979 Tex. App. LEXIS 3518, Counsel Stack Legal Research, https://law.counselstack.com/opinion/stahl-v-shriners-hospital-for-crippled-children-texapp-1979.