Watson v. Lindsley

2 S.W.2d 339
CourtCourt of Appeals of Texas
DecidedJanuary 12, 1928
DocketNo. 2044.
StatusPublished
Cited by9 cases

This text of 2 S.W.2d 339 (Watson v. Lindsley) 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
Watson v. Lindsley, 2 S.W.2d 339 (Tex. Ct. App. 1928).

Opinion

PELPHREY, C. J.

Mrs. M. E. Watson, a feme sole, Mrs. Percy Stilwell, joined pro forma by her husband, P. A. Stilwell, Mrs. F. C. Holmes, joined pro forma by her husband, F. C. Holmes, Walthall Morgan, Mrs Katherine Watson Avison, joined pro forma by her husband, J. B. Avison, Cornell S. Franklin, and Mary 6. Morgan, brought this suit in the Forty-First district court of El Paso county, Tex., against Mrs. J. B. Linds-ley, to have the will and codicil of Káte D. Franklin, deceased, construed as to the disposition of certain Liberty bonds and as to whether certain monthly payments provided for in the will and codicil were intended by the deceased to be a part of the cash legacy given by said will and codicil to Mrs. Linds-ley, or were in addition thereto.

Mary G. Morgan is the independent executrix named by Mrs. Franklin in her will, and brings this suit in such capacity. The other plaintiffs were part of the residuary legatees named in the will.

Plaintiffs allege that, by the provisions of the codicil to the will of deceased, the Liberty bonds became a part of the residuary estate of deceased, and, as such, should be divided between them, and that the monthly payments made to appellee under the will and codicil were a part of the cash legacy of $32,-500 given to appellee by the terms of the will, and should be deducted therefrom.

Appellee answered, admitting-the execution of the will and codicil thereto, but alleged that under the will and codicil, $11,850 worth of Liberty bonds were bequeathed to her, and prayed for the possession of the bonds and the interest coupons, or their value, with interest.

The parties entered into a stipulation as to the facts, material parts of which will be set out later in the opinion.

The case was tried before the court, who rendered judgment awarding the Liberty bonds to appellee, and found that the monthly allowances made to appellee were a part of the bequest of $32,500 made to her. From this judgment the plaintiffs have appealed to this court.

Opinion.

Upon motion of plaintiffs, the court made up and filed the following findings of fact and ■conclusions of law:

“Findings of Fact.
“The copies of the instruments attached to plaintiff’s petition are the will and codicil thereto of Mrs. Kate Franklin, deceased. That said will and codicil have been duly probated in El Paso County.
*340 “At the time of her death, among the assets of her estate was the $11,850 in Liberty bonds described in the judgment. In the will is the clear and express intention of Mrs. Franklin to give to her sister, Mrs. Lindsley, such Liberty bonds as were on hand at the time of the taking effect of the will. The codicil neither expressly nor impliedly revokes this legacy.
“Conclusions of Law.
“The prime and sole object in the construction of a will and codicil is to arrive at the intention of the testator. The will and codicil are equally to be considered as an expression thereof, and must be considered in connection with each other in determining this intention. If the codicil expressly, or by necessary implication, revokes or modifies any provision of the will, the codicil, as the last expression of the testator, controls, but, in order for a codicil to revoke a gift clearly made in the will, the intention must appear in the codicil either by express provision or necessary implication that such is the intention.
“The expression used in the codicil dated May 28, -, ‘My Liberty bonds are part of my estate’ neither expressly nor by necessary implication, revokes the clear and specific bequest of said bonds to Mrs. Lindsley by the will dated the-day of-, 1919.
“Under the will and codicil the $100 per month stipulated therein to be paid to Mrs. Lindsley is a credit against the monetary legacy made to her in the will.”

Appellants attack the judgment of the court as well as its conclusion of law relative to the Liberty bonds, and contend that, under the terms of the codicil, it was the intention of the testator, by her codicil, to bequeath and devise her Liberty bonds to her estate, to be distributed under the residuary clause of her will.

The parts of the will pertinent to the inquiry before us are:

“Item 1. I give and bequeath to my sister, Mrs. J. B. Lindsley, of Little Rock, Arkansas, provided she is living at the date of my death, the house- and grounds used or held in connection therewith, which house is numbered 1304 State street, Little Rock, Arkansas, where she resides; and also all my rugs and personal effects, china and silverware; and also the savings stamps issued by the United States; and also all the bonds issued by the United States of the second, third and fourth issues, generally known as Liberty Bonds, of which I may die possessed or entitled to; but in event she should not be living at the time of my deátk I give and bequeath the said house and grounds to her granddaughter, Berrien Lindsley Henderson, and tire balance' of the property mentioned in this item I give and bequeath as pro-; vided in Item number 2 hereof.
“Item 2. In event my sister Mrs. J. B. Linds-ley, of Little Rock, Arkansas, should not be living at the time of my death, then I give my rugs and personal effects, china and silverware, to my niece, Mary G. Morgan, in her own right, and I give and bequeath to her, as trustee under the terms of the trust herein created, all said savings stamps and government bonds, in addition to the other property mentioned in Item 3 hereof.
“Item 3. All my estate, except that so specifically devised in item 1 and 2 hereof, including all personal property and realty, wherever situated, and all debts and accounts owing to me, and choses in action of every kind and character, and any and all sums and amounts which may fall due after my death, I devise, give and bequeath to my niece, Mary G. Morgan, of El Paso, Texas; as trustee, however, and in trust, with the instruction and direction that she shall recover, possess, collect, receive and hold the same, and the whole thereof, for the purpose of converting the same, and the whole thereof, into cash, as soon as there is a reasonable opportunity so to do, and in the manner she may deem most advisable, in order that the reasonable value thereof may be realized, hereby authorizing her to sell and dispose of, transfer and convey the same, or any part thereof, either for cash or on credit (when in her judgment reasonably secured) and- to compromise, adjust, release and relinquish any ánd all claims and accounts which are now or which may after my death fall due, and use said sums of money for the following purposes, viz.:

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