Stephens v. Beard

485 S.W.3d 914, 59 Tex. Sup. Ct. J. 446, 2016 Tex. LEXIS 219, 2016 WL 1069089
CourtTexas Supreme Court
DecidedMarch 18, 2016
DocketÑO. 14-0406, NO. 14-0407
StatusPublished
Cited by15 cases

This text of 485 S.W.3d 914 (Stephens v. Beard) is published on Counsel Stack Legal Research, covering Texas Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Stephens v. Beard, 485 S.W.3d 914, 59 Tex. Sup. Ct. J. 446, 2016 Tex. LEXIS 219, 2016 WL 1069089 (Tex. 2016).

Opinion

PER CURIAM

This case concerns the construction of the nearly identical wills of Vencie and Melba Beard. Vencie and Melba were a married couple. Vencie shot and killed Melba shortly before taking his own life. The wills' disposed of each testator’s separate property and all of the couple’s community' property. Each will contained the following provision: “If both my [husband/wife and I] die in a common disaster or under circumstances making it impossible to determine which of us died first, I bequeath [specified cash amounts to nine individuals].” Each will also contained several other provisions devising and bequeathing certain property, including the residual estáte, in the event that either spouse did not survive the other by 90 days.

It is undisputed that Melba died at 8:59 p.m. and Vencie died at 10:55 p.m. on the same night. After their deaths, Elaine Stephens—as independent executrix of both estates—filed two suits (one for each estate) seeking a .declaration .that the Beards did- not die in a “common disaster or under circumstances making it impossible to determine [who] died first.” The trial court disagreed with Stephens and found,that the Beards did die in a common disaster. Moreover,, the trial court found that the Simultaneous Death Act (SDA), Probate Code Chapter 47,1 was incorporated into the Béárds’ wills. The court of appeals affirmed both holdings. See Ste[916]*916phens v. Beard, 428 S.W.3d 385 (Tex.App.—Tyler 2014).

In construing a -will, our focus is on the testator’s intent, which is “ascertained by looking to the provisions of the instrument as a whole, as set forth within the four corners of the instrument.” Perfect Union Lodge No. 10 v. Interfirst Bank of San Antonio, N. A., 748 S.W.2d 218, 220 (Tex.1988). Thus, “[t]he court should focus not on “what the [testator] intended to write, but the meaning of the words [he] actually . used.’” San Antonio Area Found. v. Lang, 35 S.W.3d 636, 639 (Tex.2000) (quoting Shriner’s Hosp. for Crippled Children of Tex. v. Stahl, 610 S.W.2d 147, 151 (Tex.1980)). Such words, “whether technical or popular,” are construed “in their plain and usual sense, unless a clear intention to use them in another sense” is present in the instrument. White v. Taylor, 155 Tex. 392, 286 S.W.2d 925, 926 (1956). Generally, “[t]he will should be construed so as to give effect to every part of it, if the language is reasonably susceptible of that construction.” Perfect Union Lodge, 748 S.W.2d at 220; Welch v. Straach, 531 S.W.2d 319, 322 (Tex.1975) (“all 'parts' of the testamentary writings ... are to be harmonized and given effect”).

The phrase “common disaster” has a well-recognized legal meaning: “[a]n event that causes two or more persons [with related property interests] ... to die at very nearly the same time, with no way of determining the order of their deaths.” Black’s Law DictionaRy 333 (10th ed.2014) (emphasis added); see also White, 286 S.W.2d at 926-27; Glover v. Davis, 366 S.W.2d 227, 231 (Tex.1963) (“where two or more persons perished in the same disaster, there was no presumption at common law that either survived or that all perished simultaneously.”).2 Common-disaster provisions are necessary because “[c]ases occasionally arise in which testator and legatee ... are killed in a common disaster under circumstances which make it impossible to determine as a matter of fact which of them died first.” 3 Jeffrey A. ScHOENBLUM, PAGE ON THE LAW OP WlLLS § 29.174 (LexisNexis Matthew Bender, 2d ed.2012); see also Black’s Law DictionaRy 333 (10th ed.2014) (defining “common-disaster clause” as’ a “provision in a ... will, covering the situation in which the trans-feror and transferee die hi a common disaster.”). Using a common-disaster provision thus ensures that, when the order of death is uncertain, property passes in a planned and predictable way.

The court of appeals acknowledged the legal definition of “common disaster,” but then crafted its own definition by separately defining the words “common” and “disaster” and combining their separate definitions. Stephens, 428 S.W.3d at 387-88 (“‘common’ can mean shared by two or more ... [and] disaster has been defined as a calamitous event or great misfortune.” (Citing MerRiam-Webster’s Collegiate Dictionary 250, 355 (11th ed.2011))). The resulting definition of “common disaster” was “any situation where the death of two or more people-arose out of the same set [917]*917of circumstances.” Id. at 388. Notably, the court of appeals’ definition excluded the requirement that it be impossible to determine who died first. See id. Applying its new definition, the court of appeals held the homicide-suicide was “a common disaster in spite of the fact that Vencie did not successfully kill himself immediately” because the shots that killed the Beards “were fired in one episode.” Id.

The court of appeals erred by ignoring the legal definition of “common disaster.” “[W]here the meaning of the language used in the will has been settled by usage and sanctioned by judicial decisions, it is presumed to be used in the sense that the law has given to it, and should be so construed, unless the context of the will shows a clear intention to the contrary.” Mitchell v. Mitchell, 151 Tex. 1, 244 S.W.2d 803, 806 (1951) (internal quotation marks omitted); see also Lang, 35 S.W.3d at 639; Davis v. Shanks, 898 S.W.2d 285, 286 (Tex.1995). As already noted, “common disaster” is a phrase with a settled legal usage. See White, 286 S.W.2d at 926-27; Fitzgerald v. Ayres, 179 S.W. 289, 291-92 (Tex.Civ.App.—Dallas 1915, writ ref'd);3 Black’s Law Dictionary 333 (10th ed. 2014). It is used to ensure orderly distribution when the order of death is-uncertain, and so—absent will language establishing an intent to the contrary—the order of death must be uncertain for a .common-disaster provision to become effective.

The Beards’ wills do not demonstrate a contrary intent. It appears that the Beards used “common disaster” in its legal sense and then added “or under circumstances máking it impossible to determine [who] died first.” This addition ensured that- the common-disaster provision would become effective if the Beards died and it was “impossible to determine [who] died first,” but where their deaths did not result from any common occurrence or event. See 9 Gerry W.- Beyer, Texas' Practice Series: Texas Law of Wills § 29.2 (3d'ed. 2002) ■(“‘Common disaster’ fails to encompass- unrelated but closely-timed deaths”). Reading the wills’ other provisions tends to support this reading. See Welch, 531 S.W.2d at 322. For example, when the Beards wanted to provide for close-in-time but non-simultaneous death situations, they did so using survival periods.

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Cite This Page — Counsel Stack

Bluebook (online)
485 S.W.3d 914, 59 Tex. Sup. Ct. J. 446, 2016 Tex. LEXIS 219, 2016 WL 1069089, Counsel Stack Legal Research, https://law.counselstack.com/opinion/stephens-v-beard-tex-2016.