Taylor v. First Nat. Bank of Wichita Falls

207 S.W.2d 428, 1948 Tex. App. LEXIS 970
CourtCourt of Appeals of Texas
DecidedJanuary 16, 1948
DocketNo. 14909
StatusPublished
Cited by11 cases

This text of 207 S.W.2d 428 (Taylor v. First Nat. Bank of Wichita Falls) 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
Taylor v. First Nat. Bank of Wichita Falls, 207 S.W.2d 428, 1948 Tex. App. LEXIS 970 (Tex. Ct. App. 1948).

Opinion

HALL, Justice.

The will of C. T. Taylor, deceased, was probated in 1923, the , portion in question being as follows:

“.Second: I give and bequeath to - my six (6) living children, to-wit, J, J. Taylor, L. B. Taylor, H. H. Taylor, Tommy .Taylor, Addie Lou Murrell and Fannie Holloway, and to my two (2) grand-children, Irene Dodge and Don Taylor, all of my property, real, personal and mixed, one share each to my children and one share to my two grandchildren above named;. that is to say, my two grand-children will take , only one share, or such interest as their father would have taken had he lived, to be held, used and enjoyed by them, and each of them, during their respective lives, but the remainder at their death to their then surviving children, or grand-children; the intention ‘being to grant to each of my said chil,dren and to my two grand-children above named, a, life estate only in my property with remainder at their death to their then living children or grand-children.
“Third: In the event that any of my children die before I do without leaving [430]*430surviving him or her, children or grandchildren then such share as would have passed to said child under the terms of this will, shall thereupon vest in like manner in accordance. with the preceding paragraph in the remaining children and grand-children above named, share and share alike.
“Fourth: Should such child pre-decease me, but leave surviving him, or her, children or grand-children, then such interest as would have passed to said child shall thereupon vest in their children or grand-children, share and share alike.
“Except, these two last provisions are qualified that in the event of the death of either Don Taylor or Irene Dodge, without issue, either before or after my death, such interest as is conveyed under this will to either of said grand-children, shall thereupon pass to the other surviving grandchild.
“Fifth: In the event that any of my children above named die without leaving children or grand-children surviving them, then such interest which would otherwise have vested in said children or grand-children of such deceased child, shall pass to my remaining surviving children and grandchildren share and share alike; it being always tmderstood however, that when the term ‘grand-children’ is used, that such grand-children shall receive only such portion of said estate as their parent would have received had he, or she, lived, that is, the grand-child, or grand-children shall stand in the place of his, or their parent had the parent received a vested fee-simple estate to the share allotted as a life estate.”

Claire Shanks and others brought the suit against the First National Bank of Wichita Falls, Texas, trustee of such estate, to recover a portion of same. Appellant, L. B. Taylor, Jr., was one of the defendants brought in by the cross-action along with all other descendants of C. T. Taylor, deceased, including all unborn heirs, the purpose of which was to have the will construed. In compliance with the contingencies set out in paragraph 2 of said will, five of his children and two of his grandchildren as devisees acquired their respective life estates, one of his children, to-wit: Tommy Taylor, having been taken care of by a codicil under a trust

In 1947 one of the life tenants, to-wit: H. H. Taylor, died leaving no children or grandchildren surviving him. This situation under the contingencies set out in paragraph 5 presented the question for the trial court to decide, the same being the sole question raised by this appeal, is whether the property which had been held for life by H. H. Taylor, deceased, under the will of C. T. Taylor passed to the other life tenants in fee, as contended by appel-lees, or whether they took such property for life with remainder over to their children and grandchildren, as contended by the appellant.

The trial was to the court, which held with the appellees as follows:

“The proper construction of the Will of C. T. Taylor, deceased, and the codicil thereto is that if any of the life tenants under the terms of said Will die without leaving children surviving them, that the remaining brothers and sisters of said deceased life tenant and the children if any of any deceased brothers and sisters are entitled to receive the proportions of such deceased life tenant in fee and not as life tenants.”

From such construction or interpretation of the will, L. B. Taylor, Jr. a remainder-man, appeals through his attorney and guardian ad litem.

The single point upon which this appeal is predicated is as follows:

“The trial court erred in its holding that the proper construction of the will of C. T. Taylor and the second codicil thereto is that if any of the life tenants under the terms of the will die without leaving children surviving them, that the remaining brothers and sisters of the deceased life tenant and the children, if any, of any deceased brothers and sisters are entitled to receive the proportion of such deceased life tenant in fee and not as life tenants, the proper construction being that surviving brothers and sisters should take for life only with remainder to their children in fee.”

The appellant submits the well known cardinal rule in the construction of the will, which is that the intention of the testator, in so far as it is not in conflict [431]*431with law, should he ascertained and followed; that where there is a testamentary plan outlined in the will it should be adhered to and that the general intent of the testator overrides all mere technical and grammatical rules of construction, citing Hughes v. Mulanax, 105 Tex. 576, 153 S.W. 299, and Cooper v. Horner, 62 Tex. 356. His contention is that the will of C. T. Taylor indicated a general testamentary plan, outlined in the second paragraph of his will, supra, which provides for life estates to his children and to two of his grandchildren, with remainder to their children and grandchildren in fee; that such general plan should be followed throughout the will, and that since paragraph 5 is not limited in effect to children dying before or after the testator’s death, and as the contingency of a child predeceasing the testator and leaving no children has been covered previously by the third paragraph, unless the fifth paragraph is interpreted as directing that the property pass in the same manner as under the third paragraph, the third and fifth paragraphs are in irreconcilable conflict. He relies upon another rule stated in Jones’ Unknown Heirs v. Dorchester, Tex. Civ.App., 224 S.W. 596, 601, writ refused, to the effect that a later clause in a will must be deemed to affirm, not to contradict, an earlier clause if such construction can fairly be given. He asks this court to interpret the will so that the conflict could be reconciled by inserting words to make the fifth paragraph read “such interest * * * shall pass in accordance with the second paragraph to my remaining children and grandchildren”, the same as the testator did in the third paragraph.

We construe paragraph 3 as dealing with lapsed legacies and therefore has no bearing upon or should not be construed in connection with paragraph 5. This paragraph no doubt was inserted to prevent any of testator’s property from passing as though he died intestate. 44 Tex.Jur. 805-809.

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Bluebook (online)
207 S.W.2d 428, 1948 Tex. App. LEXIS 970, Counsel Stack Legal Research, https://law.counselstack.com/opinion/taylor-v-first-nat-bank-of-wichita-falls-texapp-1948.