Thomasson v. Kirk

859 S.W.2d 493, 1993 Tex. App. LEXIS 1868, 1993 WL 232182
CourtCourt of Appeals of Texas
DecidedJuly 1, 1993
DocketB14-92-00563-CV
StatusPublished
Cited by6 cases

This text of 859 S.W.2d 493 (Thomasson v. Kirk) 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
Thomasson v. Kirk, 859 S.W.2d 493, 1993 Tex. App. LEXIS 1868, 1993 WL 232182 (Tex. Ct. App. 1993).

Opinion

OPINION

DRAUGHN, Justice.

This is an appeal from a Declaratory Judgment interpreting the will of Birch Benton Kirk, deceased. The trial court found for appellees, a nephew and niece of *494 the testator, who were conditional beneficiaries under the will. Appellants represent the estate interests of Blanche Myrtle Kirk, a deceased sister of the testator and a primary beneficiary named in the will, but who died before the testator’s estate was distributed.

The primary issue involved is whether the testator intended to, and could, legally condition his testamentary gifts to his siblings so as to require that each of them, in order to inherit, must be living at the time his estate was ready to be distributed. And if so, was his intent effectively expressed in the will? The trial court by its judgment answered yes to each of these questions. We affirm. The facts and our analysis follow.

On December 6, 1986, the testator, Birch Benton Kirk, died, leaving a will, which was entered for probate on February 4, 1987. Appellant Joe Eckley Kirk, Jr., was appointed Independent Executor. At the time the testator made his will, his brother, Joe Eckley Kirk, and three sisters, Blanche Myrtle Kirk, Rhea Gertie Short, and Lelah May Thomasson, were living, and were expressly named in the will. However, Joe Eckley Kirk and Rhea Gertie Short predeceased the testator, with no change being made in the will to delete their names. Thus, when the testator died on December 6, 1986, he was survived by his two sisters, Blanche and Lelah May, as well as eight nephews and seven nieces. Blanche died in 1991, and at that time, the administration of the decedent’s estate had been initiated, but no portion of the estate had been divided or distributed to the devisees under the will. Upon Blanche’s death, Appellant Catherine Harris was appointed Independent Executor of her estate.

The testator’s will states in pertinent part:

“This is written as my Last Will and Testament. After paying my just debts and funeral expenses, it is my Will and desire that my brother, JOE ECKLEY KIRK, my sisters, BLANCHE MYRTLE KIRK, RHEA GERTIE SHORT AND LELAH MAY THOMASSON, shall each take one-sixth (Vfeth) of my estate, but in the event any of them predecease me or die before the administration of my estate is completed and divided, the share or part remaining in my estate that would have gone to such brother or sister shall revert and become a part of the residue of my estate and go to my eight nephews and seven nieces in equal shares or to their children per stirpes. And, after paying my debts and funeral expenses, I give, devise and bequeath to each of my sisters and my brother above named a one-sixth (Vsth) of my estate, but in the event my brother or any sister named herein as beneficiaries should predecease me, the share that would have gone to such brother or sister shall go to my eight nephews and seven nieces in equal shares or to their children per stirpes. And should my property devised and bequeathed to my said brother and sisters remain in my estate undivided at the decease of any of them, the share or part remaining in my estate shall revert to and become a part of the residue of my estate and go to my nephews and nieces in equal shares or to their children per stirpes.” (Emphasis added.)

The probate court found that the language “completed and divided” meant that if any one of the siblings of the testator was not living at the time the estate was divided and distributed, then that portion of the estate which was bequeathed to that sibling was to become part of the residue of the estate which passed to the eight nephews and seven nieces. Thus, the probate judge found that although Blanche Myrtle Kirk survived the death of the testator, she died before the estate was “completed and divided,” and therefore, her share passed, not under her will, but passed to the testator’s nieces and nephews as provided in his will.

Appellants, the testator’s sister and the executors of the estates of the testator and Blanche Myrtle, contend that the trial court erred in the above interpretation of testator’s will. They argue that the phrase “will and desire” is merely precatory, and does not effectively transfer any interest in *495 the estate to the nieces and nephews. Appellants claim that the language is merely expressing the testator’s wish, but has no legal effect or authority to transfer the property. Instead, appellants assert that the next, or “third” sentence in the will, which states, “I give, devise and bequeath to each of my sisters and my brother” is the only effective language which can legally be applied to dispose of the estate. Appellants thus contend that each of the testator’s siblings is to receive one-sixth of the estate, provided he or she does not predecease the testator. Only if one of the siblings died before the testator, would that person’s share pass equally to testator’s nephews and nieces. Otherwise, it would vest immediately in the surviving sibling. Appellants reason that the trial court erred in giving effect to the second sentence because it merely expressed a wish or desire, and was, therefore, legally impotent. Because of its precatory nature, appellants assert that such language cannot limit the vesting of any sibling’s interest who survived the death of the testator. They conclude it is inconsistent with the mandatory language required of testamentary transfers and is, therefore, without legal significance under testamentary law. For the reasons set out hereafter, we disagree with that conclusion.

Our guiding principle is testamentary intent. The words “It is my desire,” standing alone, are precatory in nature and not mandatory conveying language. See Bergin v. Bergin, 159 Tex. 83, 315 S.W.2d 943 (Tex.1958); Fitzgerald v. Agnew, 402 S.W.2d 811 (Tex.Civ.App.—Texarkana 1966, no writ); Hunt v. Hunt, 329 S.W.2d 488 (Tex.Civ.App.—San Antonio 1959, no writ). However, the phrase “my will” is generally construed to be mandatory and reflective of the testator’s intent. Leopold v. Sochat, 303 S.W.2d 840 (Tex.Civ.App.—Fort Worth 1957, writ ref’d n.r.e.). In our view, it then follows that the word “will” used in the same phrase as “desire,” is also mandatory, not only because the word “will” is used, and appears first, but also because of the context in which the phrase is expressed, namely, that the sentence does purport to convey property conditioned on certain circumstances. See Woods v. Wedgeworth, 453 S.W.2d 385, (Tex.Civ.App.—El Paso 1970, no writ). This is supported by the remainder of the internal language such as “shall revert and become a part of the residue of my estate and go to my nephews and nieces in equal shares or to their children per stirpes.” (Emphasis added.)

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Cite This Page — Counsel Stack

Bluebook (online)
859 S.W.2d 493, 1993 Tex. App. LEXIS 1868, 1993 WL 232182, Counsel Stack Legal Research, https://law.counselstack.com/opinion/thomasson-v-kirk-texapp-1993.